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The role of a real estate agent continues to evolve.
Today, clients expect more than a successful outcome. They expect speed, simplicity, transparency, and support across the entire property journey. The agents delivering standout experiences are those who think beyond the transaction itself, actively reducing friction, removing stress, and creating more value at every stage.
At Securexchange, that mindset continues to shape how we evolve the platform.
We’re not just building tools to support transactions. We’re building capabilities that help agents deliver a more connected, secure, and seamless experience from listing through to post-settlement.
Over recent months, we’ve introduced a series of enhancements designed to support this shift, including smarter ways to manage payments, streamline signing, improve prospecting, and now, enhanced AI-powered support through Tilly AI.
Here’s a look at the latest updates now available in Securexchange.
Support inside Securexchange has evolved.
Tilly AI is the newest enhancement to the platform’s support experience, designed to help agents get answers faster, reduce time spent searching for help, and stay focused on their clients and transactions.
Replacing iSupport, Tilly brings intelligent assistance directly into the Securexchange workflow. Instead of leaving the platform or waiting for support responses, agents can now access contextual guidance when and where they need it.
As part of InfoTrack’s broader AI capability, Securexchange’s parent company, Tilly represents the next step in making the Securexchange experience more responsive, intuitive, and efficient for busy agency teams.
The result is simpler support, faster resolution, and less interruption to your day-to-day workflow.
One of the most common questions in property transactions is also one of the most important:
“Where do I pay the deposit?”
Traditionally, this process relies on emailed bank details, manual transfers, and back-and-forth communication. This creates unnecessary friction for purchasers, additional administration for agents, and increases exposure to payment detail errors or fraud risk.
Securexchange has always placed secure information sharing at the core of what we do, built to help reduce exposure to cyber risk across the property transaction process.
To further support this, we’ve launched the new Payment Gateway feature within Securexchange, powered by Paysure.
The Payment Gateway provides a secure, guided payment experience that allows purchasers to submit deposit funds directly through the platform. This removes reliance on emailed banking instructions and ensures payment details are handled within a controlled and secure environment.
Importantly, all payment information remains within the Securexchange platform environment, helping ensure data is handled securely from end to end.
For agents, this means:
At its core, the Payment Gateway builds on Securexchange’s ongoing commitment to safer, more efficient property transactions.
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Your value as an agent doesn’t end at the sale. It’s defined by how you support clients through what comes next.
That’s why we’ve introduced Settlement Advance, powered by Paysure, and now available to your clients through Securexchange.
Settlement Advance allows eligible vendors to access a portion of their available property equity before settlement. This helps bridge the gap between selling and buying, giving clients greater flexibility during a transition period that can often feel financially and emotionally challenging.
Funds can typically be accessed quickly and used for deposits on a new property, moving costs, renovations, or other immediate needs.
For agents, this goes beyond a financial solution. It’s a way to deliver added value during a critical stage of the client journey.
Instead of simply facilitating a transaction, you’re helping solve a real post-sale challenge. This strengthens advisory relationships, supports more meaningful listing conversations, and reinforces your role as a trusted guide.
Helping your clients move forward with confidence is what drives stronger referrals and long-term reputation.
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Chasing signatures is often one of the final friction points in an otherwise smooth transaction.
The new Signing Milestone feature helps remove this friction by giving agents greater control, visibility, and efficiency when managing document execution.
Agents can now use templates with pre-set signing positions, reducing manual setup and ensuring consistency across documents. This makes it clear from the outset what is required and who is responsible for each step.
Real-time visibility allows agents to track signing progress without needing to follow up manually, while automated reminders help keep transactions moving without constant intervention.
The result is a faster, more streamlined signing process that reduces administrative effort and improves transaction flow.
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These updates reflect a broader shift in how Securexchange supports the property transaction process.
It’s no longer just about secure document exchange. It’s about creating a more connected, efficient, and supportive experience for agents and their clients from start to finish.
From smarter payments and streamlined signing to AI-powered support through Tilly AI, each enhancement is designed to reduce friction, improve confidence, and free up time for what matters most: client relationships.
We continue to invest in capabilities that help agents deliver a better experience at every stage of the journey.
And there’s more to come.