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Tasks

Checklists for every deal stage.

Each deal auto-generates the right checklist, FICA collection, bond application, inspection, so nothing slips while you're juggling eight deals.

Tasks in RealtyPA
Why it matters

Built for the way South African agents actually work.

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Stage-driven templates

Mandate-signed triggers one checklist; offer-accepted triggers another.

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Delegate to the right role

Admin tasks route to admins; agent tasks stay with the agent.

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Due-date reminders

Reminders keep high-stakes tasks (finance deadline, inspection booking) on schedule.

Questions

About Tasks.

Can I customise the task templates?expand_more

Yes, every stage checklist is editable at the agency level, with optional per-agent overrides.

Can tasks be assigned to non-users?expand_more

External tasks (e.g. client-side "send us your ID") can be sent as secure links; no user account needed.

Do I get a daily task summary?expand_more

Yes, a morning email summary of what's due today and what's overdue. Opt-in per user.

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Ready to try Tasks?

Start with 30 days free and 5 property reports. No card required.