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Every desk of your estate agency in one system: leads, OTPs, FICA files, KPIs, agents and payouts.

CRM, OTPs, FICA, HR and finance for South African estate agencies, from first lead made to paid.

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Built into Beyond

See the whole office in 81 seconds.

Six modules

From first lead made to paid, desk by desk.

Each desk picks up the deal where the last one left it, and sees only what it should.

Ask us to show any of these live.

01CRM

No lead left to go cold.

Buyers, sellers, listings and your farm book together, with every lead followed through to a viewing.

  • Buyers and sellers in one contact book
  • Automatic Deeds Office ownership updates on your farm book
  • LOOM property look-ups and deeds reports, without leaving Beyond
  • Property24, Private Property and website leads captured as they arrive, with no retyping
  • Views and enquiries per listing, per portal
  • Optional automatic seller feedback reports: viewings, website views and leads
  • Tasks, reminders and calendars for every follow-up
  • Viewings, valuations and calls logged for every buyer and seller
  • WhatsApp and email from the contact’s record
  • Mandates and OTPs autofilled, in a document vault to print in one click
  • Referrals linked through to Finance, so none is ever missed
  • Agents see their own targets, and comm due and paid
  • A new listing tells admin to load it on the portals
  • Your website, or ours: plug Beyond in, or we build you one

Farming

The farm book, area by area

Every owner on file by area, tagged as you work them: valuation done, canvassed, do not contact. Notes and reminders sit on the record.

Tasks

Your day, already planned

Follow-ups due today, clients’ birthdays and the reminders you set on a record, in one list. Nothing waits on memory.

Smart search

Find it by any detail

Cmd-K or Ctrl-K, then a file number, street, erf, name or phone. Every record you can see, grouped.

02OTP

From signed OTP to transfer, on one file.

Upload the OTP, the principal signs it off, and everyone on the deal sees it move.

  • OTP uploaded, logged and signed off by the principal
  • The deal processor told to start, with a file number made
  • Existing buyers and sellers linked to the deal
  • Agent splits and comm captured on the deal
  • Attorneys and bond originators linked in
  • Agents, buyers and sellers follow every step, with no more manual updates

After sign-off, an agent can’t rewrite their split, and their comm is created only once per deal.

02 · OTP · Your clients

Your clients track their own transfer.

A private link for every buyer, seller and attorney on the deal. No password, no app.

  1. Buyer and seller portal

    Six steps with real dates, what is needed from them next and why, and their agent a tap away on WhatsApp.

  2. Buyer intake and bond pack

    A four-step form, pre-filled from the offer, that builds a signed bond pack for your staff to check.

  3. Attorneys and originators

    Bring in the attorneys, conveyancers and bond originators you already use: one link each, showing only the matters shared with their firm.

  • Your logo and colours
  • Opens on your privacy notice
  • Never shows commission or notes
  • Every visit logged, revoke any link

You send each link yourself, by WhatsApp or copy and paste.

03Compliance

FICA in order. Opt‑outs respected.

A FICA checklist on every deal, and POPIA consent on every contact.

  • Semi-automated FICA reporting on every deal
  • A document checklist per party, with gaps chased
  • Flag a client to your compliance officer in one click
  • Risk rating and an audit trail on every file
  • POPIA opt-in and opt-out on every contact
  • Do-not-contact clients marked before any call, WhatsApp or email
  • FICA uploaded before the sale pulls through to the OTP

Every FICA record is kept for five years and can’t be deleted.

04Management

Who’s on target, and which deals are stuck.

The principal’s view of the office: every agent’s numbers and every deal’s stage.

  • Automatic tracking of every agent’s calls, viewings, leads, valuations, OTPs and targets
  • Agents’ KPIs and targets, month by month
  • Leads and viewings per agent
  • Every deal, and where it stands
  • Due to lodge, lodged and transferred
  • Slipped dates, flagged and chased

Commission figures go only to the roles that need them. Agents see their own.

Transfers

Slipped dates, flagged and chased

Each slipped FICA, deposit, bond or balance date is flagged, with its days late. One click draws and sends the attorney the extension letter.

05HR

Onboard agents. Flag FFCs before they lapse.

Every agent’s contract, ID, proof of residence and Fidelity Fund Certificate on file, each date tracked.

  • Agent onboarding, step by step
  • Contracts, proof of residence and FFCs stored per agent
  • FFC, PPRA and CPD dates in green, amber or red
  • Automatic reminders before an FFC lapses
  • A welcome tour for each new agent’s role
  • Staff birthdays on everyone’s dashboard, so everyone feels special

Nobody can add or change a user at or above their own rank. All of it is logged.

06Finance

Turnover and commission, for any period.

Comm sheets, payouts and advances, built from the deals your agents captured.

  • Turnover by month, quarter, 12 months or any dates
  • Outstanding, lodged, registered and cancelled deals
  • Targets against turnover, per agent and for the office
  • Comm sheets for deals written, lodged, transferred and cancelled
  • Agent comm splits on every deal
  • What each agent is due, less advances
  • Turnover per attorney and per bond originator
  • Bonds granted, by bank and amount
  • Deposits in trust, and the interest earned
  • Days from signed OTP to transfer
  • Cash flow: comm still to come in, month by month
  • Every invoice, and the date it was paid
  • Every payout signed off by two people
  • Excel and PDF export

Month-end

Commission to the cent

Splits, referral, company net and VAT on every sale registered and rental paid in the month, and what’s still to come in. Excel export with payroll totals.

07Beyond

Paid is just the start.

Everything else Beyond does for your agency, at a glance.

That’s first lead made to paid.

In the demo, we take one deal all the way, on a sample agency.

Book a demoHow switching works

Book a demo

30 minutes on a sample agency, with the people who build Beyond. Tell us a little about your office.

When suits you?

The team behind Beyond is responsible for these details and uses them only to arrange your demo and follow it up. Read our privacy notice.