Feature 1

Screening before viewings

Too many portal leads never answer. Each new lead gets a 2 minute screening, so the serious ones stand out before your team spends time on them. Your agents still call.

What the lead sees

On their phone, in Kingdom's brand

The sample buyer enquired on Property24 about a Kingdom listing in Montana Tuine.

Sample
09:12
1The first WhatsApp

From your own number, soon after the Property24 or Private Property enquiry. No WhatsApp number on the lead? It goes by email.

Sample
09:20
Kingdom Real EstateSecure link
Step 1 of 4: consent

A few questions before your viewing

2 bed house in Montana TuineR2,800,000. Bergvallei Retirement Estate
Who is asking
Kingdom Real Estate, Pretoria, using RealtyPA.
Why
Safety at viewings, to see where you stand, and FICA later if you buy.
What we ask
Your number, 4 questions and a photo of your ID.
How long we keep it
6 months if you do not buy through us. Ask us to delete it at any time.
I agree that Kingdom Real Estate may use my answers and ID for this property.
Start
2Consent first

Who is asking, why, and how long it is kept, before any question.

Sample
09:21
Kingdom Real EstateSecure link
Step 2 of 4: your number

Check your number

We sent a 6 digit code by WhatsApp to your number ending in 341.

48291

No code? Send it again in 0:24

We only use your number for this property.
Verify
3Number check

A WhatsApp code proves the number is real. Fake numbers never get past this step.

Sample
09:22
Kingdom Real EstateSecure link
Step 3 of 4: four quick questions

About your purchase

How will you pay?
CashBond pre-approvedStill need a bond
When do you want to buy?
NowWithin 3 monthsLater
Must you sell a property first?
YesNo
How many people will come to the viewing?
123 or more
Next
4Four quick questions

Draft buyer questions for you to confirm. Buyers who still need a bond can see your home loan partner's link.

Sample
14:05
Kingdom Real EstateSecure link
Step 3 of 4: four quick questions
3 bed house in WaverleyR13,500 a month

About your move

When do you want to move in?
This monthNext monthLater
How many people will live there?
1234 or more
Is the rent at most a third of your household income?
YesNo
Any pets?
NoYes
Next
4The tenant version

Draft tenant questions. Income is a yes or no, never an amount.

Sample
09:24
Kingdom Real EstateSecure link
Step 4 of 4: your ID

Add a photo of your ID

ID card, ID book or passport. A photo or a PDF, up to 15 MB.

Take a photo or choose a fileFront and back of an ID card
JPG
ID card front1.2 MB
Uploaded
JPG
ID card back1.1 MB
Uploaded
Only Kingdom Real Estate can open it. It is never sent by WhatsApp or email.
Finish
5ID photo

ID only by default. Full FICA (proof of address and a bank letter) only on listings you choose.

Sample
09:24
Kingdom Real EstateSecure link

Thanks, Thabo

Your screening is complete. Your agent will be in touch.

2 bed house in Montana TuineR2,800,000
Book your viewing
Sat 10:00Sat 11:30Sun 14:00Mon 17:30
Book Sat 10:00
6Done

When the listing has open viewing times in RealtyPA, they can book one straight away.

Sample
09:00
7Reminders after 1 and 2 days

Only if they have not finished, only between 08:00 and 20:00, and never more than two. They stop on STOP.

What your agents see

In RealtyPA, on every lead

Serious leads stand out in the list. RealtyPA never rejects anyone by itself: your agents decide.

Sample
crm.realtypa.co.za/leads
Leads
Add lead
Search leads
AllCompletedStartedNot started
P24
Thabo SampleSampleNew 2 bed house, Montana Tuine. 09:11
Completed
PP
Anika SampleSampleNew 3 bed house, Waverley. 08:52
Started 2 of 4
PP
Johan SampleSampleNew 3 bed house, Waverley. Mon
Not started
P24
Lindiwe SampleSampleContacted 2 bed apartment, Brooklyn. Mon
Completed
P24
Ruan SampleSampleNew 1 bed home, Montana Tuine. Sun
Started 1 of 4
P24
Pieter SampleSampleNew 1 bed flat, Waverley. Sun
Not started
Thabo SampleSample

Property24. 2 bed house in Montana Tuine. Enquired today at 09:11

New
DetailsWhatsAppScreeningActivity
CompletedToday at 09:24, 12 minutes after the link
Sent 09:12Opened 09:20Number verified 09:21Answers 09:23ID 09:24
Answers
How will you pay?Bond pre-approved When do you want to buy?Within 3 months Must you sell first?No People at the viewing2
ID document
ID
ID card, front and backUploaded today at 09:24
SubmittedMark ID checked
After a person checks it Compliant
8The lead list and the lead

Every lead shows Completed, Started or Not started, and the list filters by it. The lead shows the answers and the ID. The ID stays "Submitted" until a person checks it, then shows "Compliant".

Sample
09:24
9The agent's alert

The agent on the lead hears the moment someone finishes.

Sample
crm.realtypa.co.za/leads
Megan SampleSample

Phone call. 1 bed apartment in Waverley. Added by your agent today at 11:05

New
DetailsWhatsAppScreeningActivity
Send screening linkCopy link
What happens next
  • NowThe link goes by WhatsApp, or by email if there is no number
  • After 1 dayReminder, if not finished
  • After 2 daysLast reminder
  • After 7 daysThe link closes
Works on any lead, including people who phoned or walked in. From Wed 25 Nov, new Property24 and Private Property leads get it by themselves.
10Send screening link

The first part of screening to go live, on Tue 17 Nov: your agents send the link from any lead, or copy it into their own chat.

Next: portal links See the dates