This video walks through creating your first listing in APLYiD Workflow from start to finish — covering the template selection, listing details, and which steps you can skip.
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What's covered
From the homepage, click New listing.
Select a template. Choose Property sale and purchase when the transaction involves both a seller and a buyer. Other templates are available for seller-only or buyer-only cases.
Add the listing name. We recommend using the property address (e.g. 100 Market Street). This makes it easy to identify the listing later.
Fill in the nature and purpose of the listing. This captures why the vendor is selling — for example, downsizing, retiring, or investment. Add as much detail as you can. This forms part of your AML compliance record.
Enter the expected transaction value. Use the approximate search price (e.g. $950,000). An exact figure is not required.
Add the property details. Enter the address, suburb, state, and postcode.
Listing document collection — you can skip this. Collecting listing documents at this stage is not required by AUSTRAC. Skip it unless your agency has a specific reason to collect documents here.
Listing risk assessment — you can skip this too. The listing risk assessment has been replaced by the client risk assessment, which is completed at the client level. Skip this step.
Once these steps are complete, your listing is set up and ready for clients to be added and verified.
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