Operations
Operations Playbook
Getting Started at InvestorKit (Rippling and your iKit email)
Learn how to set up your iKit email and use Rippling effectively at InvestorKit.
Licensing and CPD
Understanding Real Estate Licence Classes in Australia
Learn about real estate licensing steps in Australia, including requirements and comparisons across states and territories.
Managing and Updating Insurances and WorkCover for InvestorKit
A step‑by‑step guide to reviewing, documenting, renewing and complying with insurance and WorkCover for InvestorKit.
Licenses and CPD
Learn about licensing and CPD requirements for buyer's agents in Australia to ensure compliance and professional development.
NSW Mutual Recognition (AMR) Application - Interstate Property Licence (Step-by-Step)
Guide to applying for NSW property licence via Automatic or Standard Mutual Recognition, outlining steps, requirements, and common pitfalls.
Where to Verify Your Licence and Status
Learn how to verify real‑estate licences and update details across all Australian states and territories.
Licensing & CPD Reimbursement Policy
Learn about InvestorKit's policies for licensing costs and CPD reimbursement processes for staff.
Applying for Automatic Mutual Recognition (AMR) in Tasmania
Guide for InvestorKit agents on applying for Automatic Mutual Recognition (AMR) or Queensland licence to work in Tasmania.
AML and Customer Due Diligence
Customer Due Diligence (CDD) and Verification Guide
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CRM SOPs
When to Cancel an Agreement in Attio
Learn how to correctly mark agreements as Lost or Cancelled in Attio to maintain accurate sales data and reporting.
Client Onboarding - New Agreement via Fillout
Learn how to effectively onboard clients using Fillout for new agreements in a streamlined process.