Frequently asked questionsFrequently asked questions

Yes. Beyond is built on real deals, commission sheets, FICA files and month-ends, and you deal directly with the people who build it. The demo takes one deal from first lead to paid on a sample agency, so you see it work before you commit. Your records stay yours: a full export leaves with you whenever you want it.

You get a written quote after a walkthrough, sized to your office. Moving your data is scoped and priced with you before you commit, so you know the full cost before you sign anything.

Your agency gets its own deployment: database, server and storage shared with no other agency. Records are stored in South Africa. A few things cross the border: email delivery, what you show an AI you connect, masked help questions, voice notes you send to Beyond Help and redacted feedback. Support sign-ins are time-limited and logged.

Agents get something on day one: their own pipeline, targets and commission owing in their phone’s browser, one-tap WhatsApp from their own number, and a tour built for their role. You choose the order: back office first, then agents, or everyone at once. They can’t export or print your database.

We plan it around your records and systems. After we’ve seen your files, you get a written plan and a go-live date, before you commit. We load your data and check it against your own totals, and nothing goes live until your figures agree, or you’ve signed off every difference.

Yes. Leads from Property24, Private Property and your website arrive in Beyond as they come in and reach the right agent, with the buyer’s record already started. Each lead shows where it came from. If you list through Prop Data, that is the route in.

Yes. We load your farm book alongside your contacts and listings, and ownership updates from the Deeds Office come in on it, so you see when a property changes hands. Agents carry it on their phones, and owners marked do-not-contact stay marked.

Yes. Beyond runs in the browser on any phone, with cards instead of wide tables and big touch targets, so there is nothing to install. Agents see their pipeline, targets and commission, add a lead in seconds and WhatsApp a contact in one tap, from their own number.

The deal is logged and goes to the principal to sign off, with the signed OTP on file. Once it’s accepted, the deal processor is told to start, a file number is made and the splits lock. Everyone on the deal sees each step as it moves.

Only their own deal, and only what the portal shows: where the transfer stands, what is needed from them and who is handling it. Attorneys and bond originators see only the matters you share with their firm. Never commission, VAT, internal notes or your other clients. Every visit is logged, and you can revoke a link any time.

The attorneys, conveyancers and bond originators you already use, each through their own partner link, with no CRM account to set up. Beyond also has optional connections your office switches on with its own accounts: listing feeds, the Deeds Office, FICA checks and your own AI. Ask us in the demo which suit you.

Your choice. Keep your site and Beyond plugs in (through Prop Data, enquiries and listing status come in on your own access). Or we design and build you a site that runs on Beyond, with your listings, enquiries and sign-ups in one place. Portal feeds stay with your listing system: Beyond doesn’t syndicate to Property24 or Private Property.

Yes, as a leases register: each lease from signing to renewal, with a commission schedule for every period. It doesn’t do rental trust accounting, so that stays where it is today.

Every deal gets a FICA checklist for each party, by entity type, and gaps are chased until nothing is outstanding. A risk rating and an audit trail sit on each file, and flagging a client to your compliance officer takes one click. Records are kept five years and can’t be deleted.

Every contact carries an opt-in or opt-out, with its source and date. Do-not-contact clients are marked before any call, WhatsApp or email, and farm-book owners can be marked too. Access and deletion requests are handled from the contact.

Beyond keeps everything compliance asks for: each FICA case, its checks and an audit trail against the deal it belongs to, with a document checklist per party. The legal duty stays with your agency as the accountable institution, as it does with any software.

The whole office: every agent’s KPIs and targets, every deal and its stage, and commission figures. Agents see their own pipeline, targets and comm due and paid. Commission goes only to the roles that need it, and agents can’t export or print the database.

Each agent’s Fidelity Fund Certificate, PPRA and CPD dates sit on their file in green, amber or red. Reminders go to the agent and to HR as expiry nears, and deal screens warn if an FFC was invalid on the deal date.

Invite them by email: they set a password, and their ID, contract, proof of residence and FFC are stored against their file. A welcome tour built for their role walks them round, and the whole onboarding sits on one checklist on your HR roster.

Yes. Pick a month, a quarter, 12 months or any two dates and see deals written, lodged, transferred and cancelled. Comm sheets follow the same periods and export to Excel and PDF.

Yes. An advance is recorded against the agent, and what they owe comes off their next payouts automatically. Finance sees each agent’s balance on the comm sheet, with what is due, less advances.

No. Beyond runs comm, payouts and turnover, from the deals your agents captured. Your books stay in your accounting package, such as Sage, Xero or Pastel. Comm sheets and turnover export to Excel and PDF, so your bookkeeper gets the figures without retyping them.

Yes. A full export of your records leaves with you, and your integration accounts are in your agency’s name, with your own keys, so nothing is locked in. Your records remain yours.

No. Beyond works fully without one, and its help assistant needs no AI account of yours. Connecting an AI is optional and off until you switch it on. Whoever wants to ask in plain English links their own Claude, ChatGPT or similar account, at an access level they choose.