Your books and your CRM. Finally talking to each other.
LockedOn features a deep integration with Guardian by Inhabit — one of Australia's leading trust accounting systems. Complete your key trust activities directly within LockedOn, without switching platforms or duplicating data.
Deep CRM integration
Guardian by Inhabit connects directly to LockedOn — so your trust accounting data and client records are always in sync, without manual entry or platform switching.
Complete trust solution
Guardian is a fully compliant, end-to-end trust accounting platform covering everything your agency needs — built by a team with over 30 years of trust accounting experience.
$70 billion in property sales
Guardian manages trust accounts with around $100 million under management at any given time, and over $70 billion in property sales. Your agency is in very experienced hands.
Compliance built in
Guardian is built to meet all relevant compliance requirements — so you can focus on running your agency, not worrying about your obligations.
Work within LockedOn
Complete key trust activities without leaving LockedOn. Less switching, less duplicating, less room for error across your whole operation.
Trusted by agencies across Australia
Guardian by Inhabit has been managing agency trust accounts for over 30 years. A proven platform, deeply connected to LockedOn.
Seamless trust accounting — without leaving your CRM.
The Guardian integration means your trust data and client data live in the same ecosystem. No exports, no re-keying, no reconciling between systems. Just a clean, connected workflow that keeps your agency compliant and your team efficient.
Want to see how trust accounting works in LockedOn?
Book a free demo and we'll show you the Guardian by Inhabit integration — and how it fits into your agency's day-to-day workflow.
