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Onboarding, Training and Support 

Everything you need to stay confident

Every agent who joins Coadjute gets fast, structured onboarding, practical training and ongoing support as standard. Your team is up and running quickly, using the platform confidently, with expert help on hand as transactions progress.

 

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whitegates
HaymanJoyce
Morris_Marhsall
Ellis_co
Breckon_Breckon
CR_Cook
Belvoir
Hunters
Thenorfolkagents
Seymours
Rettie
Martin_co
whitegates
HaymanJoyce
Morris_Marhsall
Ellis_co
Breckon_Breckon
CR_Cook
Belvoir
Hunters
Thenorfolkagents
Seymours
Rettie
Martin_co

A partner, not just a platform

Coadjute works alongside property professionals over the long-term supporting usage, consistency and compliance as your business grows and regulation evolves.

From onboarding, to training, to daily support, everything is designed to help your business operate with confidence.

Onboarding

Step into confident compliance

Onboarding is fast, structured and disruption-free. We configure your platform, users, workflows, Terms of Business and integrations to match how your agency operates.

You’ll have a dedicated Customer Success Manager from the start - and most agencies are fully live within an hour, not days.

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Standard training to support
day-to-day use

Standard training is included for every client and focuses on how property professionals actually use Coadjute in practice.

Initiating and managing cases

Set up and manage cases through each stage of the transaction.

Compliance workspaces

Complete checks and manage compliance information clearly and effectively.

Case status and next steps

Understand case status, spot exceptions, and know what to do next.

Higher-risk case escalation

Identify higher-risk cases and escalate them appropriately.

Consistent branch usage

Use the platform consistently across the branch on every transaction.

Support you can rely on

Support doesn’t stop once you’re live. Coadjute provides ongoing support through a UK-based team that understands both property transactions and compliance.

Clients receive assistance with onboarding where needed, day-to-day operational support, and guidance on platform where requested.

Support is available by phone, email and video calls, ensuring help is always accessible if needed.

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advanced optional accreditations

Providing deeper capability and assurance

In addition to standard training, Coadjute offers clients optional advanced training and accreditations.

These accreditations are designed for:

  • Branch managers

  • Compliance leads
  • MLROs and senior leadership

Advanced training focuses on:

  • AML oversight and decision-making

  • Business-Wide Risk Assessments (BWRAs)
  • Policies, Controls and Procedures (PCPs)
  • Managing complex or higher-risk cases
  • Audit readiness and inspection preparation

Accreditations provide formal recognition that your agency has the knowledge, controls and governance expected in a regulated environment.

Accredations

Getting started has never been easier

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