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Trust Account Tracking

PPRA-aligned trust account compliance, baked in.

Property practitioners in SA must operate trust accounts and reconcile them under the Property Practitioners Act. RealtyPA tracks deposits, withdrawals, allocations to specific deals, and generates the monthly trust-account report, without spreadsheets.

Trust Account Tracking in RealtyPA
Why it matters

Built for the way South African agents actually work.

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Per-deal allocation

Every deposit linked to its deal. Mismatches surface immediately, not at month-end.

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PPRA-format reports

Monthly trust account report in the format the PPRA inspector expects, PDF, ready to file.

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Tamper-evident audit log

Every change to a trust transaction is logged with who, when, and why. Defensible in inspection.

Questions

About Trust Account Tracking.

Does this replace my bank?expand_more

No, RealtyPA tracks the trust account; the actual money still sits in your bank trust account. Reconcile monthly by importing your bank statement.

What if I have multiple trust accounts?expand_more

Multi-account support for agencies with separate trust accounts per branch or per business line.

Is this for the agency or per agent?expand_more

For the agency. Trust accounts are an agency-level obligation under the Property Practitioners Act.

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Ready to try Trust Account Tracking?

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