Transferring attorneys on the record
The firm is a linked contact record on the agreement, not a note, so their details are one click from the deal and the same contact can be linked to every offer they handle.
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Conveyancer Details
The transferring attorneys, the deposit route and the transfer dates, on the deal.
The transfer stalls when nobody can remember which firm has the file, who holds the deposit or what date was promised. RealtyPA keeps the transferring attorneys, the deposit destination and the transfer dates on the agreement itself, so the answer is one screen away instead of one phone call away.
Four steps, not forty.
- 1
Name the transferring attorneys
On the agreement, Transferring attorneys links a real contact record, so the firm handling transfer sits on the deal instead of in somebody's inbox.
- 2
Route the deposit
Set payable to as Agency or Conveyancers alongside the deposit amount and its due date, so there is no argument later about where the money went.
- 3
Diarise the transfer
Acceptance date, expected transfer date and actual transfer date all live on the same record, so the timeline stops living in an email thread.
- 4
Send the pack yourself
The agreement's Files section holds the documents. You send them to the conveyancer. RealtyPA does not push a pack or pull their file status back.
Built for the way South African agents actually work.
Deposit destination is explicit
Payable to is set to Agency or Conveyancers next to the deposit amount and its due date, so there is no ambiguity about whose trust account it lands in.
Transfer dates in one place
Acceptance date, expected transfer date and actual transfer date sit on the agreement, so the seller's question about registration has an answer you can read off.
About Conveyancer Details.
Does RealtyPA send the file to my conveyancer?
No. RealtyPA keeps the transferring attorneys, the deposit route, the compliance certificates and the transfer dates on the agreement, and the Files section holds the documents. You send them to the conveyancer yourself.
Does the conveyancer's status come back automatically?
No. There is no integration with any conveyancing platform. You update the acceptance date, expected transfer date and actual transfer date on the agreement as the firm reports back.
Can I share documents with someone outside my agency?
Not through this feature. The one tokenised external link RealtyPA runs is the FICA portal, which lets a contact upload their own FICA documents after verifying by WhatsApp one-time pin.
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