Generate the mandate or the offer, send it, file the signed copy back.
Built for Gauteng estate agents working Sandton, Sandhurst, Bryanston, and beyond. Mandates and Offers has no provincial version and nothing regional to switch on. Agents in Gauteng get the same screens and the same fields as agents anywhere else in South Africa. What changes is the stock you work, not the software.
Open the document template on the record. Templates are categorised Valuation, Mandate, Agreement, FICA, POPIA, Report, Sales Cover Sheet, Rental Application, Mandatory Disclosure and Offer to Purchase.
RealtyPA writes every owner's name with their ID, registration or trust number, plus owner phone numbers and emails, off the linked property. Check the ID: one pulled from a deed is stored as its first six digits followed by asterisks, not in full.
Tap Download PDF or Download DOCX. On a wide screen the file downloads. On a phone it opens the share sheet so you can send it straight on.
When it comes back signed, upload it under Files on the record and move the mandate status to Signed so the pipeline reflects reality.
Every owner's name goes in with their ID, registration or trust number, alongside their phone numbers and emails, pulled off the linked property. A registration or trust number goes in whole. An ID number that came off a deed is stored masked to its first six digits, so type the full number onto the contact before you generate anything a client has to sign.
Download PDF and Download DOCX sit in the quick actions bar. On a wide screen the file downloads, on a narrow one it opens the share sheet instead.
A mandate moves through Draft, Awaiting Signature, Signed, Expired, Concluded, Cancelled and Lost. You set the status, RealtyPA does not detect it.
Yes. Mandates and Offers has no Gauteng version and no provincial setting to configure. An agency working Sandton, Sandhurst, Bryanston, and beyond gets the same screens, the same fields and the same defaults as an agency anywhere else in South Africa. The province is the context you bring to it: median Gauteng price is R1.55M, and the trend there is volume leader, modest growth.
No. RealtyPA generates the document and stores the signed copy against the record. There is no signature capture, no signing link and no signing ceremony in the product today.
Nothing fires on its own. If you want to be chased about it, add a task with a due date and set a reminder on it, which can be anything from 10 mins to 2 days before.
Yes on the record. An agreement takes multiple sellers and purchasers, and the template writes every owner name with its ID number into the document. Where that ID came off a deed it is masked to its first six digits, so type the full number onto the contact first. The signing itself still happens off-platform.
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