Compliance

Accreditations

Updated
10 September 2026
Written by
The Briesa team
Describes
v0.7

Licence classes, what they gate, and being told before one lapses.

An accreditation is a licence class held by a person, with an expiry. Briesa uses it for one thing: deciding what that person may sign.

What is gated

  • Agency agreements: the licence class the Act requires for the kind of agency.
  • Management agreements: likewise.
  • Trust authorisations: who may authorise a disbursement.

Expiry

The alerts watch the expiry date, so somebody is told before the licence lapses rather than when a signature is refused. What is expiring appears on the dashboard and in the obligations list.

The tourTry it on a sample agencyChoose a tour
A working agency with a year of records in it: the property file, sales campaigns, the rent roll and both trust accounts.