Proptech and Software Best Practice – Type 2
QLDCPD 20260002This CPD session explores how property technology and real estate software can improve efficiency, streamline daily operations and support compliance across Queensland real estate businesses. Learn best practices for managing CRM systems, trust accounting software, inspections, maintenance, applications, data and integrations, while discovering how emerging PropTech and artificial intelligence can enhance your workflows.
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Session Overview
This is a Type 2 session
* In order to meet your annual CPD requirements, you will need to complete either:
- Two Type 1 sessions; or
- One Type 1 session and one Type 2 session.
Session Objective
This session aims to equip Queensland real estate professionals with a practical understanding of property technology, industry software and emerging digital solutions used across the real estate sector. Participants will learn how to optimise existing software, manage data effectively, improve operational workflows and identify technology solutions that support efficiency, accuracy and compliance with relevant industry requirements.
Description of CPD session
This session provides an examination of software best practices and emerging PropTech solutions relevant to Queensland real estate professionals. Participants will explore how to maximise the functionality of existing systems, improve template and data management, configure software settings, conduct data health checks and integrate platforms to streamline business operations.
The session also examines the practical application of technology across customer relationship management, trust accounting, property inspections, maintenance and tenancy applications. Participants will gain an understanding of how artificial intelligence and other emerging technologies can support more efficient and effective real estate practices.
Session Topics
1. PropTech Software Best Practice
1.1 Understanding your software — knowing all the features
1.2 Template management — utilising the system to maximise saving time and efficiency
1.3 System settings — setting up your platform for optimal use
1.4 Data management — managing active/archived data
1.5 Data health checks — how to check software for compliance and currency
1.6 Functionality management — getting the most out of your software
1.7 System integrations management — ensuring your systems are all integrated where possible to save time and efficiency
2. PropTech
2.1 Making your CRM work for you — how to manage data
2.2 Making your trust accounting software work for you — best practice for audit reporting and managing the trust
2.3 PropTech for inspections — streamlining systems from setting to completing inspection
2.4 PropTech for maintenance —streamlining systems from setting to completing maintenance
2.5 PropTech for application management – streamlining systems from setting to completing inspection
2.6 AI how it can assist you – using AI to save time
3. Conclusion
CPD FAQ’s
What is the full name of this CPD session?
QLDCPD20260002 – Proptech and Software Best Practice.
What CPD category does this course fall under?
This is a Type 2 CPD session.
How does this session count toward my annual CPD requirements?
This course satisfies one Type 2 CPD requirement. To meet your annual CPD requirements, you must complete either two Type 1 sessions or one Type 1 session and one Type 2 session.
What will I learn in this session?
You will learn how to use real estate software more effectively, improve data and template management, optimise system settings, integrate platforms and understand how emerging property technology and artificial intelligence can support daily real estate operations.
Who should complete this course?
This session is suitable for Queensland real estate agents, property managers, agency principals, administrators and other property professionals who use software and technology to manage daily business activities.
What topics are covered?
The session covers:
- Real estate software best practices
- Software features and functionality
- Template management
- System configuration and settings
- Active and archived data management
- Data health checks and compliance
- Software functionality optimisation
- System integrations
- Customer relationship management systems
- Trust accounting software
- Property inspection technology
- Maintenance management platforms
- Application management systems
- Artificial intelligence in real estate
What is PropTech?
PropTech, or property technology, refers to digital tools, software and technology solutions designed to support activities across the property industry. The session explores how these technologies can help real estate professionals manage information, streamline workflows and improve operational efficiency.
Will this course help me get more out of my existing software?
Yes. The session examines how to understand and maximise software features, configure settings, manage templates and improve system functionality to support more efficient daily operations.
Does the session cover CRM systems?
Yes. Participants will explore how to manage CRM data effectively and use customer relationship management software to support real estate business activities.
Will I learn about trust accounting software?
Yes. The session discusses best practices for using trust accounting software, with a focus on supporting audit reporting and effective trust account management.
Does the course cover property management technology?
Yes. The session examines technology solutions used for property inspections, maintenance and application management, including ways to streamline workflows from initial scheduling or requests through to completion.
Will I learn about artificial intelligence in real estate?
Yes. The session introduces how artificial intelligence can assist real estate professionals with daily activities and improve efficiency through appropriate technology use.
Does the course explain software integrations?
Yes. Participants will explore the benefits of integrating compatible software platforms to reduce duplicated tasks, improve information flow and save time.
How can better data management support compliance?
Effective data management helps businesses maintain accurate, current and accessible information. The session explores data health checks, record management and software practices that can support compliance with relevant industry requirements.
Why Validum
Make Your Real Estate Software Work Smarter
Discover how to maximise the features and functionality of your existing software to improve productivity and reduce unnecessary administrative tasks.
Improve Data Accuracy and Compliance
Strengthen your understanding of data management, system configuration and health checks that support accurate records and better compliance practices.
Streamline Everyday Property Workflows
Explore practical technology solutions for managing inspections, maintenance, applications and customer relationships more efficiently.
Understand Emerging PropTech and AI
Build awareness of new property technology trends and how artificial intelligence can assist with everyday real estate activities.
Build a More Efficient Real Estate Business
Learn how better software practices, system integrations and digital workflows can support more consistent, productive and effective business operations.
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