The estate agent's toolkit
Practical checklists and calculators for South African agents and principals. Free to use, print and share with your team.
Checklists and documents
Fill in, print or send as a PDF.
Seller Checklist
Everything your seller must sort out, from mandate to transfer. Add your logo, tick it off and send it as a PDF.
OpenBuyer Checklist
Every step for your buyer, from bond pre-approval to moving in, with a transfer duty estimate. Add your logo and send it as a PDF.
OpenFICA Document Checklist
Every document to ask buyers and sellers for: individuals, married couples, companies and trusts.
OpenDefect Disclosure Checklist
The questions to go through with a seller before the mandatory disclosure is signed.
OpenCalculators and self-tests
Quick answers for agents and principals.