FICA a client in 5 minutes
Compliant onboarding, without the back-and-forth.
FICA used to mean a flurry of WhatsApp messages, email attachments, and a folder full of expired proofs. Here's how to onboard a client in 5 minutes, and stay audit-ready forever.
- 1
Open the contact in RealtyPA
Go to Contacts → search for the client → open their record. If they're a new contact, create them first (name + phone is enough to start).
- 2
Create the FICA link
On the contact record, tap the FICA tile. Pick the document set (default: ID + proof of address + proof of bank), then create the secure upload link.
- 3
Share the link
Copy the secure link into your own email or WhatsApp app. It opens a mobile-friendly upload page where the client can photograph and submit the required documents.
- 4
RealtyPA validates automatically
ID number checks, address proof age check, bank account format check, all run automatically. You'll be notified if anything looks off.
- 5
You verify and file
The contact record updates with all FICA proofs, an audit log of when each was uploaded and verified. Done.
From agents who've done it.
Set a 12-month auto-reminder. Proof of address expires; you'll get a heads-up before your next deal with this client.
Encrypted at rest on SA servers. Access is logged. POPIA + FIC Act audit-ready.
For a FIC inspection, click "Export FIC pack" on any client. One PDF, ready to send.
Want to try it yourself?
Start with 30 days free and 5 property reports. No card. Same login across desktop and mobile.