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.
Capture the offer properly, in the fields South African deals actually need.
Built for Free State estate agents working Universitas, Brandwag, Langenhoven Park, and beyond. OTP Templates has no provincial version and nothing regional to switch on. Agents in Free State 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.
The Add Agreement drawer captures the property, the seller and the purchaser, the agreement price, and whether VAT or transfer duty is payable.
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.
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.
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.
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.
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 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.
Yes. OTP Templates has no Free State version and no provincial setting to configure. An agency working Universitas, Brandwag, Langenhoven Park, 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 Free State price is R780k, and the trend there is stable, education + healthcare anchored.
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.
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.
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.
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