The whole offer in one record
Property, seller, purchaser, agreement price, tax type, deposit and due date, acceptance date, expected and actual transfer date, occupation type and occupational rental, all on one screen.
Productivity & AI
OTP Templates
Capture the offer properly, in the fields South African deals actually need.
An offer is more than a price. The Add Agreement drawer captures the seller and purchaser, the price and whether VAT or transfer duty applies, the deposit and who holds it, the bond, the compliance certificates, occupation and the transferring attorneys. The document itself is produced separately, by Document Generation, from a Google Doc your firm owns.
Four steps, not forty.
- 1
Open Add Agreement
The Add Agreement drawer captures the property, the seller and the purchaser, the agreement price, and whether VAT or transfer duty is payable.
- 2
Deposit and bond
Record the deposit, its due date and whether it is payable to the agency or the conveyancers, then the bond amount, bond due date and bond originator.
- 3
Tick the compliance certificates
Under Compliance set whether the agency or the seller is responsible, then tick Electricity Certificate of Compliance, Water Installations Compliance, Gas Compliance, Beetle-Free Certificate, NEMBA and Electric Fence Certificate as each one lands.
- 4
Generate from your own template
Offer to Purchase is one of the Document Generation categories. Build a template against your firm's Google Doc, open it on the property, and RealtyPA returns a PDF or DOCX.
Built for the way South African agents actually work.
SA compliance certificates as checkboxes
Electricity Certificate of Compliance, Water Installations Compliance, Gas Compliance, Beetle-Free Certificate, NEMBA and Electric Fence Certificate each tick off, with a responsible for compliance dropdown set to Agency or Seller.
Bond and attorneys on file
Bond amount, bond due date and bond originator sit on the same record as the transferring attorneys contact, so the two things that stall a transfer are visible from the offer.
About OTP Templates.
Does RealtyPA draft the offer wording?
No. Offer to Purchase is one of the Document Generation categories, and the template is a Google Doc your firm owns. RealtyPA copies that document and swaps in the captured values, so your conveyancer's own wording and your legal review are what reach the parties.
Can I add custom clauses?
Clauses live in your Google Doc template, not in a RealtyPA clause library. The Special Conditions divider on the Add Agreement drawer has no fields under it. Anything you want on every offer goes into the template once.
How are amendments handled?
You update the fields on the agreement and generate a fresh document from your template. There is no track-changes view and no in-app signing, so re-signing happens the way it does today, outside RealtyPA.
Ready to try OTP Templates?
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