Attached in context
Files live on the property, listing, or contact, not in a flat folder soup.
Collaboration
Files & Documents
Mandates, OTPs and FICA proofs attached to the record they belong to.
Every mandate, offer, signed OTP and FICA proof uploads straight onto the property, the listing or the contact it belongs to, so you open the record and the paperwork is already sitting there.
Four steps, not forty.
- 1
Open the record
Open a property from the Map, or a contact from Contacts on a desktop screen. There is no Contacts item on the phone bottom bar or under More, so on a phone you reach a contact through the lead or the property it is linked to. The drawer opens on its Overview tab, which already carries a files section.
- 2
Upload in place
Add files on the record itself and pick one or more documents at once. RealtyPA records the name, size and type and files it under your workspace's own storage path.
- 3
Keep FICA separate
A contact's FICA tab has its own Documents list and a Request FICA documents button that sends the contact a WhatsApp link to upload their own paperwork.
- 4
Find it again
Files are listed on the record they were uploaded to, so a colleague finds a mandate by opening the same property, not by hunting a folder tree.
Built for the way South African agents actually work.
No folder tree to hunt through
There is no separate file library in the sidebar. A property's files sit on its Overview tab, and a contact's FICA documents on its FICA tab.
The FICA set is built in
The FICA tab asks for an ID document or passport, proof of address and a bank confirmation letter, and only marks the request submitted once all three are in.
About Files & Documents.
Where are files stored?
In Google Cloud Storage, in RealtyPA's production bucket, under a path scoped to your own workspace. A separate public bucket holds only what your agent website has to serve, such as listing thumbnails and generated brochure PDFs. Documents you upload to a record are not copied there.
Is there a file size limit?
The uploader accepts PDFs, Word, Excel, PowerPoint, CSV, text, images, audio, video and zip files, and you can select several at once. Nothing in the product stops you at a storage figure, so treat the 10GB Storage line on the R299 plan card in the app as a stated allowance rather than something the CRM counts and enforces. What it does count is deed reports, contact lookups, director lookups and Blu's monthly assistant allowance.
Can I search inside the documents?
No. There is no OCR and no full-text search of document contents. You find a document by opening the property, listing or contact it is attached to.
Ready to try Files & Documents?
Start with 30 days free and 5 property reports. No card required.