Dashboard

Good morning, Anri

Fri 17/07/2026
Doors under management
412
+6 this month
Vacancy rate
4,1%
17 vacant · 11 listed
Total arrears
R 186 420
3,2% of monthly billing
Renewals due · 90 days
31
4 not yet started
Valore opportunities
7
3 under area trend · 4 lease-end

Lead source → signed lease

Last 90 days · conversion to lease
22%
Property24
184 leads
14%
Private Prop.
121 leads
31%
WhatsApp
63 leads
38%
Referral
29 leads
9%
Web form
41 leads
27%
Valore
34 leads

Leads this week

by source · 50 total
Property24
21
Private Prop.
12
WhatsApp
9
Referral
4
Web form
1
Valore
3
Placement conversion18,4%
Median first response38 min

Open tickets

23 by priority
Emergency2
Urgent7
Routine14
Awaiting landlord approval4
Avg completion (routine)6,2 days
Enquiry → Qualified61%0,4 d
Qualified → Viewing72%1,8 d
Viewing → Application48%2,1 d
Application → Lease57%6,3 d

New Enquiry

3
Duplicate detected: +27 71 883 2204 matches existing contact Chantelle Botha — review & merge.
Lerato Khumalo
18 Cluver Road · R 12 500
P24
⏱ 4h 32mno reply yet
Riaan Fourie
7 Die Boord · R 8 500
WA
⏱ 1h 05m
Auto-acknowledgement sent on WhatsApp
Sipho Ndlovu
Unit 7 De Zalze · R 18 000
Web
❄ Gone cold · 5 d

Pre-Qualified

2
Nomvula Dlamini
3 Bosman's Crossing · R 9 800
Ref
2,8× ⚠Pets: 1 cat
Pre-qualify via WhatsApp bot
Ayanda Mabaso
22 Die Boord · R 6 500
PP
3,6× ✓01/10 move-in1 occ.

Viewing Booked

1
Thabo Mokoena
18 Cluver Road · R 12 500
P24
Sat 19/07 · 10:00Income 3,2× ✓
Reminder scheduled Fri 17:00

Application Received

1
Chantelle Botha
7 Die Boord · R 8 500
WA
ID document
3× bank statements
Payslips
Consent signed
Document chase message queued

Vetting

2
Johan Steyn
22 Die Boord · R 6 500
WA
TPN: Fail ✗Refs pending
Marius Louw
12 Dorp Street · R 11 800
P24
TPN: Pass ✓References ✓Income verified ✓

Landlord Approval

1
Nadia September
18 Cluver Road · R 12 500
Ref
Summary sent to Dr E. Swart via WhatsApp — awaiting reply · 3h

Lease

1
Kagiso Sithole
3 Bosman's Crossing · R 9 800
Ref
E-sign sent
Deposit invoiced
FICA verified

New Request

2
#T-1043Routine
⚡ Stove plate tripping mains
22 Die Boord · Johan Steyn
📷 1 photoSLA: 3 days
from WhatsApp
#T-1044Routine
🪟 Bedroom window won't lock
12 Dorp Street · Pieter v.d. Merwe
📷 2 photosSLA: 3 days

Triage

2
#T-1039Urgent
💧 Kitchen mixer tap leaking
12 Dorp Street · Pieter v.d. Merwe
Responsibility: Landlord
ⓘ Worn washer = fair wear & tear → landlord. Broken by misuse → tenant.
#T-1038Routine
🏠 Roof leak in common passage
Unit 7 De Zalze · Sectional title
Responsibility: Body Corp.
Refer to managing agent → SLA clock paused ⏸

Awaiting Landlord Approval

1
#T-1036Urgent
🚪 Garage door motor failed
18 Cluver Road · quote R 3 200
Mandate auto-approve ≤ R 1 500
Quote sent to Dr E. Swart on WhatsApp — awaiting reply

Assigned to Vendor

1
#T-1040Urgent
💧 Blocked drain — courtyard
3 Bosman's Crossing · Kagiso Sithole
Job card sent · access details incl.
Vendor accepted ✓

Scheduled

1
#T-1042Emergency
💧 Geyser burst — ceiling leaking
7 Die Boord · Zanele Mthembu
Vendor proposed: today 14:00
Tenant confirmed via WhatsApp ⚡
📅 17/07/2026 · 14:00–16:00

In Progress / Done

1
#T-1031Routine
🔧 Replace bathroom extractor fan
22 Die Boord · Johan Steyn
📷 Before · 3📷 After · 0 required

Resolved

1
#T-1028Closed
🔧 Gate motor repair
12 Dorp Street · Gate Guru Automation
Invoiced & closedquote R 4 850
12 Dorp Street
Stellenbosch Central, 7600
👤 Pieter van der Merwe · R 11 800/m
Occupied
18 Cluver Road
Universiteitsoord, 7600
vacant 17 days · R 12 500/m
Vacant-listed
7 Die Boord
Die Boord, 7600
Zanele Mthembu · R 8 500/m
Notice given
22 Die Boord
Die Boord, 7600
Johan Steyn · R 6 500/m
Occupied
Unit 7, De Zalze Winelands
Technopark, Stellenbosch
Anneke Botha · R 4 750 000
For sale
3 Bosman's Crossing
Bosmansdal, 7600
→ Kagiso Sithole from 01/10 · R 9 800/m
Lease pending
14 Krige Street
Mostertsdrift, 7600
vacant 33 days · R 21 000/m
Vacant-listed
Unit 12, Dorpsig
Stellenbosch Central, 7600
Marius & Elsa Louw · R 10 400/m
Occupied
Sale mandates on rental stock and levy rolls arrive in Phase 2 — buy enquiries are captured on the property file in the meantime.

12 Dorp Street, Stellenbosch Central, 7600

Occupied
≡ Dorpsig Sectional Title → Landlord: Dr Elmarie Swart → 2 bed · 1 bath · 74 m² Tickets · 4 →
Current rent
R 11 800
/ month

Current occupancy

Who is in the property
TenantPieter van der Merwe
Occupancy since01/10/2024
Occupants2 adults · no pets
Contact+27 82 771 3390
RentR 11 800 /m
Escalation7% p.a.
Lease ends30/09/2026
Deposit held (trust)R 23 600 + R 812,44 interest accrued
Mandate thresholdauto-approve ≤ R 1 500
Rent received — last 12 months
ASONDJFMAMJJ

Rent collection — July 2026

Short R 7 375
38% collected · EFT — no debit order mandate
Invoiced 01/07/2026R 11 800
Received to dateR 4 425
OutstandingR 7 375
Commission 7,5%− R 332
Landlord payout 25/07R 4 093
Allocations to this invoice
09/07 08:02 · EFT · auto-matched ⚡
Allocated to July rent
R 4 425
Allocations post to the trust account, update the arrears ladder and land on the landlord statement immediately.

Arrears ladder

R 7 375 · day 9
Day 1 — reminder sent ⚡ automated
09/07 08:00
Day 3 — call logged by Anri 👤 human
11/07 14:20
Day 7 — letter of demand 👤 needs action ·
Day 27 — TPN default listing ⚡ automated
Day 45 — attorney handover 👤 human

Maintenance routed here

4 open on file
🪟 Bedroom window won't lock
#T-1044 · Routine · No vendor yet
New request
💧 Kitchen mixer tap leaking
#T-1039 · Urgent · No vendor yet
Triage
🔧 Gate motor repair
#T-1028 · Gate Guru Automation · quote R 4 850
Closed
🔍 Replace kitchen cupboards
#U-209 · Upgrade · No vendor yet
Upgrade

Thread — Pieter van der Merwe

+27 82 771 3390 · attached to the property file
Middag Anri — my kliënt het my laat wag. Ek kan die res van die huur op 20 Julie betaal.
WhatsApp · 11/07 14:12
Dankie Pieter. Noted 20/07 for the balance of R 7 375 — I have paused the ladder until then, but interest still accrues from day 8.
WhatsApp · 11/07 14:20
Also logged separately: the bedroom window will not lock properly.
Portal · 17/07 06:55
Automated reminder #3 — R 7 375 outstanding, day 9 of the arrears ladder. Reply PAID with proof of payment.
Automation · 17/07 08:00
Payment reminderContractor visitRenewal offer
Outbound messages are logged to the audit trail and stay on the property file after the tenant changes.

Enquiries & interest

Rent & buy
Enquiries stay attached to the property, so history survives tenant changes.

Audit trail

Every action — who, what, when · POPIA logged
17/07 09:12⚡ AutomationArrears reminder #3 queued — day 9 of ladder
16/07 13:10Anri du ToitTicket #T-1039 logged — kitchen mixer tap leaking
11/07 14:20Anri du ToitArrears call logged — tenant promised payment by 20/07
09/07 08:00⚡ AutomationRent 09/07 partially received: R 4 425 of R 11 800
02/07 11:04Kobus MeyerDocument vault accessed — lease agreement.pdf (POPIA logged)
01/06 08:00⚡ AutomationRenewal window opened — escalation 7% → R 12 626 from 01/10/2026
01/10/2024Kobus MeyerLease commenced — Pieter van der Merwe · 24 months · R 11 800/m
22/09/2024Anri du ToitIngoing inspection completed — 38 photos on file
TM
Thabo Mokoena
Applicant
ES
Dr Elmarie Swart
Landlord ×4Mandate ≤ R 1 500
PM
Pieter van der Merwe
TenantArrears day 9
ZM
Zanele Mthembu
TenantNotice given
JS
Johan Steyn
Tenant
ML
Marius & Elsa Louw
TenantPet consented
VW
Van Wyk Family Trust
Landlord ×2Entity · FICA verifiedMandate ≤ R 2 500
AK
A. & M. Kritzinger
Buyer lead · ValorePre-approved R 5,2 m
RM
Rethabile Moloi
Area watcher · ValorePre-approved R 4,8 m
HC
Mnr. H. Conradie
Landlord ×1Mandate ≤ R 1 000
KS
Kagiso Sithole
Incoming tenantLease pending signature
BP
Boland Plumbing
Vendor · plumbingPreferred
GG
Gate Guru Automation
Vendor · gates & motors
Landlords, tenants, applicants and vendors share one card — roles stack, history never splits.
TM

Thabo Mokoena

+27 83 291 4472 · thabo.mokoena@gmail.com
ApplicantPOPIA consent ✓ 16/07/2026Prefers: WhatsApp
Linked properties & leases
18 Cluver Road, Universiteitsoord, 7600 →
Applicant · viewing booked Sat 19/07 10:00 · R 12 500 /m
Open work on their name
Lead
L-3318
Viewing Booked · Property24 enquiry
Affordability & vetting
Declared incomeR 41 200 /m
Rent-to-income3,2×
TPN resultPass · no adverse
EmploymentVerified — 4 yrs
Document vault 🔒
access logged
📄ID document.pdf✓ 16/07
📄Bank statements ×3.pdf✓ 16/07
📄Payslipsoutstanding
📄TPN report.pdf✓ 17/07
Recent activity
17/07 09:26💬 WhatsApp: "Perfect, I'll bring the payslips on Saturday."
17/07 08:12✅ TPN vetting returned — Pass
16/07 16:16 Pre-qualification bot completed — income 3,2×
16/07 16:02🏠 Lead created from Property24 enquiry

De Zalze Winelands Golf Estate

Sectional title
Technopark, Stellenbosch · 3 managed units in this scheme
Managing agent
Winelands Body Corp Services
+27 21 880 1450 · admin@wbcs.co.za
Monthly levy (Unit 7)
R 2 340,00
incl. CSOS levy · paid by landlord
Documents
📄
Conduct rules.pdf 🔒
access logged · updated 03/2026
Responsibility notes
Exterior, roof, common plumbing → Body Corporate. Interior incl. geyser → owner. Pets require trustee consent.

Levy roll — 48 units

Phase 2
Levies raised · JulyR ••••
Collected / in arrears— / —
Special levy — roof projectnot raised
The same reconciliation engine, pointed at a body corporate bank account instead of a trust account.

Trustee approvals

Phase 2
Awaiting trustee vote
CSOS correspondence
AGM pack & minutes
Upgrade tickets on scheme units already route through a Trustee / Body Corporate Approval stage — this is where those votes will live.

Trust account — July 2026

⚡ AI-assisted reconciliation 1 transaction needs review
In trust — tenant deposits
R 110 400
+ R 5 010 interest accrued to tenants
Collected — July
R 47 825
87% of R 55 200 invoiced
Arrears outstanding
R 7 375
1 door in arrears · day 9
Landlord payouts due 25/07
R 42 117
after R 3 588 commission

Bank feed — auto-categorised

5 to review
Nedbank trust ··4471 · imported 06:00 ⚡
17/07 06:02PVDMERWE JULIE HUUR 12 DORP STAuto-matchedR 7 375
Rent received98%Rent received → 12 Dorp Street · Pieter van der Merwe
16/07 21:44J STEYN W&L RECOVERY 22DBAuto-matchedR 950
Utility recovery86%Utility recovery → 22 Die Boord · Johan Steyn
17/07 05:58BOLAND PLUMBING INV 11482Auto-matched− R 4 850
Maintenance expense91%Maintenance expense → 7 Die Boord · Zanele Mthembu
16/07 23:10NEDBANK TRUST SERVICE FEE JULAuto-matched− R 386
Bank charge73%Bank charge → agency account
16/07 14:10CAPITEC EFT REF 8827Needs reviewR 4 250
Needs categoryNo rule matched this reference — categorise it and PropFlow learns the pattern
Teach the matcher
Corrections train this trust account's matching rules — 214 reference patterns learned

Unmatched slips — from WhatsApp

0 waiting
below the 70% auto-post threshold
Nothing waiting. Slips photographed into a WhatsApp thread are read, matched to a property and ticket, and attached there — only the ones PropFlow can't place with confidence land here.

Rent roll

click a row to open the property ledger
PropertyInvoicedReceivedShortPayout
12 Dorp Street Short
Pieter van der Merwe · EFT · no debit order mandate
R 11 800R 4 425R 7 375R 4 093
7 Die Boord Paid
Zanele Mthembu · Debit order · Nedbank — 1st of month
R 8 500R 8 500R 7 862
22 Die Boord Paid
Johan Steyn · Debit order · Capitec — 1st of month
R 6 500R 6 500R 6 012
Unit 7, De Zalze Winelands Paid
Anneke Botha · Debit order · FNB — 1st of month
R 18 000R 18 000R 16 650
Unit 12, Dorpsig Paid
Marius & Elsa Louw · Debit order · Absa — 1st of month
R 10 400R 10 400R 7 500
Total · managed ledgersR 55 200R 47 825R 7 375R 42 117

Landlord statements

Each statement lists rent received, commission, levies paid on behalf and the net payout — with the maintenance invoices attached.
Dr Elmarie Swart
3 doors · commission R 1 750 · R 7 375 short
R 19 455
Mnr. H. Conradie
1 door · commission R 488
R 6 012
Van Wyk Family Trust
1 door · commission R 1 350
R 16 650

🛡 Trust compliance

Deposits held separately✓ Nedbank trust
Interest accrued to tenants✓ monthly
PPRA audit packready · Feb 2027
Unallocated older than 7 daysnone

Coming in Phase 2

PayProp historic ledger migration, Xero commission journals, and automated VAT reporting on agency income.
WA
Pieter van der Merwe14:12
Middag Anri — my kliënt het my laat wag…
P24
Property24 · Lerato Khumalo11:03
New enquiry: 18 Cluver Road, R 12 500
@
Dr Elmarie Swart09:41
Re: Garage door motor quote — approved
WA
Thabo Mokoena09:26
Perfect, I'll bring the payslips on Saturday.
PP
Private Property · Ayanda M.Yest
Is 22 Die Boord still available?
WA
Zanele MthembuYest
Geyser confirmed for today 14:00, thank you.
One unified log across WhatsApp, the portals, email and SMS. Every reply is filed to the contact and property.

Pieter van der Merwe

WA WhatsApp · +27 82 771 3390 · 12 Dorp Street
Middag Anri — my kliënt het my laat wag. Ek kan die res van die huur op 20 Julie betaal.
11/07 14:12
Dankie Pieter. Noted 20/07 for the balance of R 7 375 — I have paused the ladder until then, but interest still accrues from day 8.
11/07 14:20
Automated reminder #3 — R 7 375 outstanding, day 9 of the arrears ladder. Reply PAID with proof of payment.
Automation · 17/07 08:00
Payment reminderSend statementBook contractor

Mobile preview

How agents, landlords and tenants see PropFlow on a phone. Same data, condensed for the field.
Agent — on the road
Today
Emergency
💧 Geyser burst — 7 Die Boord
Vendor 14:00 · tenant confirmed
Viewing 10:00
Thabo Mokoena
18 Cluver Road · R 12 500
Arrears
R 7 375 · day 9
12 Dorp Street · reminder sent
Tenant — self-service
My home
Rent · July
R 7 375 outstanding
Log an issue
Snap a photo — it opens a ticket and routes to a vendor.
Lease
Renewal offer ready
R 12 626 from 01/10/2026

Automations

Auto-acknowledge new leads
Reply on WhatsApp within 60 seconds
WhatsApp arrears ladder
Day 1 / 7 / 27 reminders sent automatically
Renewal reminders
Open the renewal window 120 days before lease-end
Auto-post bank matches ≥ 70%
Lower-confidence matches wait for review

Integrations

TPN — tenant vetting
Credit & affordability checks
Connect
WhatsApp (Twilio)
Send & receive on the agency number
Connect
Property24 / Private Property
Auto-ingest portal enquiries
Connect
Lightstone
Deeds data & automated valuations
Test account
Nedbank trust — bank feed
Daily statement import at 06:00
Live

Agency profile

AgencyValore Properties
PPRA FFC2026 · valid
Trust bankNedbank — ··4471
Default commission7,5%
Team4 agents · 1 principal

Roles & approvals

Principal approves trust entries
PPRA — nothing posts until approved
Agents can capture, not approve
Separation of duties
Owner override on negative payout
Requires a written reason