The Realtor Suite

What REXE does for your agency

01

Customer due diligence on every sale

Each buyer and seller, person or company, completes one questionnaire and their identity check in their own Client Portal. REXE Technologies Ltd carries out the customer due diligence for your agency as its outsourced service provider, and records what was checked, how, by whom and when.

02

Your compliance officer has the tools

Your agency's own compliance officer (MLRO) records a decision on every buyer and seller, reviews flagged emails, keeps internal reports and FIU requests, and has the risk assessment, policies, staff training and an inspection pack in one place.

03

From the deal won in your CRM to the solicitor

A won deal in your CRM becomes a sale in your pipeline, with its buyers and sellers filled in. You complete one brief, choose the lawyers and notary and hand the sale over. Then you see its stage, the expected completion and your commission, never the legal file.

From deal to draft

No re-typing. One checked route to the lawyers.

Every sale, from your CRM or typed in by hand, reaches the law firm only through your agent's hand-over, after your agency's own check. Once handed over, the CRM cannot change it.

On

The whole sale, not just a name

Every buyer and seller with their share, the agreed and asking price kept apart, the reservation date and deposit, and the property's title and energy certificate details, marked From CRM, Entered or Missing.

On

No duplicates, no lost deals

The same sale sent twice, or from two sources, ends up as one draft. Deals won in Qobrix before the connection are brought in, and the catch-up runs every night.

On

Your agency checks each hand-over

The agent submits for review; the owner or manager approves and sends it to the firm, or returns it with a note. An agency can turn this check off.

On

A complete brief for the solicitor

Numbered blocks for the matter, property, buyers, sellers, commission, lawyers and notary, a Still missing list, and the terms recorded the way the lawyer needs them.

On

Lawyers and notaries from a directory

Your preferred firms first, with agreed fees. A firm not yet on REXE gets a hand-over pack with a QR code on every page to check it is genuine.

Per agency

A draft as soon as the buyer reserves

Switched on agency by agency, as is importing your own deal documents from the CRM into review. Client identity, bank or mortgage documents are never taken from a CRM.

Pipeline and each deal

Know which sale needs someone today.

Pipeline value, commission in the pipeline, completing in 30 days and needs action, with a line per agent for owners
One reason per sale that needs action, most urgent first
Agency Activity, Matter Drafting and Matter Legal Management, as a list or a board
Tasks, reminders and internal notes the law firm never sees
Stage, days in stage and expected completion; never the legal file
Works alongside your CRM

Qobrix is live today. Other connectors are onboarding firm by firm.

QobrixLive
UltraIT, ilist (Spitogatos), RealStatus.GR, Estatebud, eGO Real Estate, CASAFARI, InmobaliaConnectors available, onboarding with each firm
InmovillaAvailable on request; trial October 2026
Salesforce (including Propertybase)Set up with REXE

Other CRMs can send won deals to REXE through Zapier or REXE's API. Settings show each connection as Healthy, Quiet, Failing or No deliveries yet, with a delivery log, a dry-run test sale and API key rotation without downtime. REXE is not a CRM and has no partnership with any CRM vendor or franchise network.

Client checks

Every buyer and seller checked, whoever they are and wherever they live.

Your agency must know who both parties to a sale are, assess the risk and keep the records. The Realtor Suite does that work on each sale, for people and for companies and their owners, from any country, so it is done once and recorded.

KYC
For every person

Identity checks by iDenfy or Signicat, started from the client's own Client Portal. The verified name fills the sale.

KYB
For every company

The company version of the questionnaire, with its representative and beneficial owners, each checked in the same way.

Verifiable
An evidence pack with a QR code

A record of what was checked, how, by whom and when. Anyone can scan it to confirm it is genuine. It never shows what the checks found.

Nobody relies on anyone else's due diligence. Your agency stays responsible. REXE does the work and keeps the record.

How due diligence works on a sale

From the first invitation to the evidence pack.

Customer due diligence runs alongside the sale, not after it. Here is what happens, in order.

01

One invitation per client

The agent presses Send and the buyer or seller gets one email with a link to their own Client Portal page for the sale. Nothing goes automatically, and nobody is asked twice.

02

One questionnaire, for a person or a company

The client answers once: the questionnaire, the identity check by iDenfy or Signicat, and the documents asked for, all on the same page. A company also gives its representative and beneficial owners.

03

The risk questionnaire, mostly filled in

Answers come from the sale details and the client's own declaration. Save the answers and the sale is rated Low, Medium or High risk.

04

Source of funds and source of wealth

How the purchase is funded is part of the same questionnaire. The client sees the documents each source needs on their own checklist. The agent sees only provided or not provided.

05

Advanced checks start automatically at hand-over

When the sale is handed over to the solicitor, any advanced checks the sale needs start by themselves. The agent sees one neutral line: not needed so far, with REXE, or complete. Never a reason or a result.

06

Your agency decides, then the evidence pack is issued

The hand-over waits until your compliance officer has recorded a decision on every buyer and seller. The evidence pack then records the checks, with a reference and a QR code.

What stays with your agency
Approving its own risk assessment and AML/CFT policies
Accepting each client, through its compliance officer's decision
Deciding whether to report to the FIU, and filing the report
Appointing its own compliance officer (MLRO)
Training its staff, recorded on one register

Your agency contracts with REXE Technologies Ltd for the technology and the due diligence service. REXE Technologies Ltd carries out customer due diligence for your agency as its outsourced service provider. REXE Technologies Ltd (HE 499877) is not a regulated entity. The evidence pack says that it is not issued for reliance under Article 48 of the AML Regulation.

For your compliance officer

Ready for the inspection

Your compliance officer records the agency's own decision on each buyer and seller: the risk rating, proceed, proceed with conditions or do not proceed, and senior approval for high risk or a politically exposed person.

Where agents connect Outlook or Gmail, REXE reviews emails linked to your agency's sales for possible warning indicators and lists them for your compliance officer. REXE compliance may recommend an action; your compliance officer decides. Nothing is sent to anyone.

Inside the Realtor Suite
“Agents see neutral progress updates. Your agency’s compliance officer makes the decisions.”
Next steps, one line per sale and party, most urgent first
Internal reports, FIU requests and a goAML report draft
Risk assessment and annual MLRO report, pre-filled
AML/CFT policy templates to adapt and adopt
Staff training register with verifiable certificates
An inspection pack for your supervisor, in one download

AML failures can put your agency and its management at risk.

Serious, repeated or systematic breaches can attract substantial fines, public enforcement action and restrictions on business activities. The EU framework requires national maximum fines reaching at least €1 million, with higher penalties possible. Your agency remains responsible for its AML obligations.

EU legislation: 2015/849 — Art. 59 · 2024/1640 — Art. 55–56

Finance and commission

Commission tracked from expected to paid.

Your agency's own commission record on every sale: a percentage or fixed amount, VAT, and up to eight shares between agency, agent, co-broker and referrer, with the status Expected, Invoiced, Paid or Lost.

01Invoices in your agency's own number series, with a PDF on your letterhead
02Record payments and credit notes; statements per share and targets per agent
03A cash-in forecast of what is outstanding, by month due
04Export CSV and Export for Xero

Commission is a record, not a payment. Nothing in the Realtor Suite moves money.

Every day in REXE

Your agency's look, your mailbox, your team's training.

Client emails in your agency's look

Your logo, name, colour and contact line on the emails your agency sends its clients, powered by REXE, once you switch it on and REXE has approved the branded look. Emails go from REXE's sending domain, and every client email is sent by a person.

Outlook or Gmail inside REXE

Reply drafts in your own style that only you send, a booking page for viewings and calls, and WhatsApp notifications about your matters.

Staff training on one register

Every member of staff with status, completion date, certificate and next due date, training done elsewhere recorded, and reminders inside REXE.

Screens in four languages

English, Greek, French and Italian.

Create your REXE account

Create your account, name your compliance officer, connect your CRM (Qobrix today, others on request) and invite your agents. The Get started checklist walks you through each step.

Create your account →

Or talk to the REXE team

Free for estate agencies

How ready is your agency for an AML inspection?

Answer ten questions about your agency's anti-money-laundering procedures and get a score, the gaps to close first, and what each one means in practice. It takes about three minutes, with no login.

Take the free AML Readiness CheckA self-assessment to help you prepare, not legal advice.