FINANCIAL MANAGEMENT FOR ESTATE AGENCIES

Know your business the way you know your market.

Estate agencies are all we work with. They hold our sole mandate.

Why OneRoof

Someone alongside you, who knows how your agency runs.

Almost two decades in real estate finance means we are at home in an agency’s numbers, from a single desk to a multi-office group.

One team, one flat monthly subscription fee.

An estate agency desk with a contract, calculator, laptop and keys

Only estate agencies

Every template and report is our own, purpose-built for agency work and running on modern technology. Fluent in systems used to run your business, from listings to rental management.

End to end

From bookkeeping to pipeline and cash flow reporting, one dedicated team owns the whole chain. One team, one system, one set of numbers.

The service

Specialist people, smart tech, and the numbers that run an agency.

Best in class technology and automation behind every part of the service.

Bookkeeping

Captured, processed and closed on time.

Trust accounting

Reconciled and audit-ready, every month.

Commission payouts

Agent splits, referrals, payouts prepared for release.

Payroll and filings

Staff and agents paid, directives handled.

SARS and CIPC submissions

VAT, PAYE and provisional tax, filed on time.

Management reporting

Agent, office and division performance, at a glance.

Cash flow and KPIs

A forward view of cash, from your live pipeline.

AFS and audit support

Annual financials prepared, audit file always ready.

There is more we can help with. Agency valuations, business planning and support when you buy, sell or restructure.

Next from OneRoof

Compliance that’s ready before anyone asks.

All your compliance in one dashboard, including PPRA, FICA and POPIA, with deadline alerts and our specialists behind it.

PPRA FICA POPIA SARS Compliance Update Alerts
Getting started

Live in four steps.

Onboarding is handled for you by a specialist onboarding team, start to finish. We take six weeks to build it properly, and you are live from there.

Discovery and scope

Map your agency

Systems, splits, trust accounts and reporting: we learn how you operate today, from top to bottom.

Migration and setup

Migrate & connect

Data migrated securely; bank and trust feeds connected, so nothing slips through the cracks.

Your chart of accounts

Chart of accounts

An estate-agency structure built around your offices, divisions and the way you work.

Live in weeks

First monthly cycle

Books maintained, reports delivered, deadlines met, and a clear view of where you stand.

Let’s talk about your agency.

Leave your details below and we’ll set up a quick call. We’ll chat through your agency and see if we’re a good fit.