Collaboration

Team Collaboration

Every listing, note and task shared with exactly who should see it.

No more "where's that mandate?" or "what did you tell the seller?". RealtyPA is an agency-wide shared brain, every deal, visible to every agent who should see it.

ActivityLatest firstAyesha KaderMoved listing to Under offer: Bond approvedWynand LoubserNote createdChantelle PrinslooMoved listing to RentedFilter by type or by user.Generate & printOpens a printable report you can save as PDF.
How it works

Four steps, not forty.

UsersAyesha KaderWynand LoubserChantelle PrinslooUsers, Teams and Offices are admin-level screens.Add OfficeOffice nameWestdene OfficeWho has access?Ayesha KaderChantelle PrinslooAdding a user there is what makes them a member.Share "12 Sonkring Mews"WestdeneWestdene OfficeOfficePeople with accessAyesha KaderEditorActivityAll · Stage · Edits · Created · DeletedAll usersAyesha KaderMoved listing from Active to Under offer: Bond approvedWynand LoubserNote createdOpens a printable report you can save as PDF.Generate & print2 weeks · Month · Custom
  1. 1

    Add your people

    Open Users in the sidebar on a desktop screen, or under More on a phone, and add each colleague. Users, Teams and Offices are admin-level screens, so only a workspace admin sees them.

  2. 2

    Group into teams and offices

    A team and an office each end with a Who has access? section. Adding a user there is what makes them a member of that team or office.

  3. 3

    Share the record

    Listing, contact, note and task drawers end with a Who has access section, and the property drawer calls the same thing Access. Grant the record to a person, a team or an office.

  4. 4

    Check the Activity tab

    Activity lists who changed what and the previous value. Filter by type or by user, then open Report and press Generate & print.

Why it matters

Built for the way South African agents actually work.

12 Sonkring MewsWho has access?Ayesha KaderShared with Westdene Office.Westdene OfficeEveryone in this office has access

Grant-based visibility

Every record carries an access list. Grant it to a person, a team or an office, and everyone in that team or office inherits it.

ActivityAll · Stage · Edits · Created · DeletedAll usersLatest firstAyesha KaderMoved listing from Active to Under offer: Bond approvedWynand LoubserNote created

Full activity timeline

Every save writes an activity entry naming the fields that changed and their previous values. Filter it by type or by user.

12 Sonkring MewsChantelle PrinslooAgentWho has access?Ayesha KaderShared with Chantelle Prinsloo.The activity history stays on the record.

Seamless handoffs

Change the agent on the listing and add the new owner to the record's access list. The activity history stays on the record.

Questions

About Team Collaboration.

Can agents hide deals from each other?

Visibility is granted per record, not derived from a job title. A record is visible to whoever holds an access grant on it, directly or through a team or office they belong to. Workspace admins see the whole workspace, and a workspace can be flagged to restrict non-admins to only the records they hold a grant on.

Does it track commission splits?

Dual, joint and open mandates carry a commission split percentage on the agreement, alongside the mandate commission and its VAT treatment. There is no automatic payout calculation and splits do not feed the dashboard.

What happens when an agent leaves?

Reassignment is done record by record. Change the agents field on each listing and update its access list. There is no bulk reassignment tool, and the full activity history stays on every record.

Ready to try Team Collaboration?

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