The mandate lives on the deal
Property, seller, mandate price, commission percentage, expiry date and the responsible agent all sit on one mandate record, with a Files section for the signed copy.
Exclusive, sole, dual, joint or open. Captured properly, tracked to signed.
Built for North West estate agents working Bult, Van der Hoff Park, Geelhoutpark, and beyond. Mandate Templates has no provincial version and nothing regional to switch on. Agents in North West 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.
In the listing drawer pick a Mandate type from Exclusive, Sole, Dual, Joint or Open, set the commission, then set the expiry date. Mandate type and expiry are both required before the listing reads as complete.
Add Mandate holds the property, the seller, the mandate price, the commission percentage, the expiry date and the agent, plus a Files section for the signed copy.
Under Template give the mandate a Template name and a Google Doc Template ID. Both are required fields on the record. The wording stays yours, RealtyPA does not supply it.
Every mandate starts at Draft and moves through Awaiting Signature, Signed, Expired, Concluded, Cancelled or Lost, so an expiring mandate never quietly lapses.
Property, seller, mandate price, commission percentage, expiry date and the responsible agent all sit on one mandate record, with a Files section for the signed copy.
RealtyPA ships no mandate wording. The mandate record holds your own Template name and Google Doc Template ID, and the document itself is produced by Document Generation from a template you build under the Mandate category.
Draft, Awaiting Signature, Signed, Expired, Concluded, Cancelled and Lost are real stages on the record, and a listing keeps flagging its mandate expiry as outstanding until the date sits in the future.
Yes. Mandate Templates has no North West version and no provincial setting to configure. An agency working Bult, Van der Hoff Park, Geelhoutpark, 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 North West price is R920k, and the trend there is mining-cycle dependent.
No. Mandate is one of the Document Generation categories, and the template is a Google Doc you own. RealtyPA copies your document and swaps in the captured values, so your agency's clauses and your legal review are what reach the seller.
Commission is set per listing, either as a Rand value or a percentage, with an Ex VAT or Incl VAT option. A commission split field appears once the mandate type is dual, joint or open.
As a date, not a preset. Mandate expiry is edited in a Manage expiry drawer with a start date and an expiry date, both required, and the listing keeps the expiry flagged as outstanding until the date is in the future.
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