Commercial property broking software
from stock book to concluded deal, on one record.
A broking workspace built for South African office, industrial and retail brokers — a commercial stock register with real CRE specs, brief-to-stock matching with scored reasons, branded brochures and shortlists, a stage-gated deal pipeline with a FICA gate, SAPOA-scale commission tracking and a PPA mandate register with expiry alerts.
- CRE-spec stock register
- Scored brief matching
- FICA-gated pipeline
- SAPOA commission scale
- PPA mandate register
GLA, power kVA, eaves height, yard, parking ratio, zoning, WALE and yield — the fields a commercial brief actually filters on.
Every brief is matched against the whole stock register automatically, with the reasons behind each score.
Leasing commission computed on the SAPOA tariff scale with splits and a weighted forecast on the SA financial year.
A commercial deal is not a residential lease with bigger numbers.
Residential platforms model units, tenants and monthly rent. A commercial broker works with GLA, power supply, eaves height, yard space, parking ratios and zoning — and matches those specs against a written brief, under a signed mandate, through a deal that must clear FICA before it concludes. Forcing that workflow into residential software means the real work stays in spreadsheets.
The consequences are familiar: the stock book lives in one broker's Excel file, briefs are matched from memory, brochures are rebuilt in PowerPoint per enquiry, mandate expiries are discovered when a deal is already moving, and commission forecasts are a month-end argument rather than a live number.
Regalis models the broking workflow directly. Stock, briefs, matches, deals, mandates and commission live on one record — so the shortlist a client receives, the FICA state of the deal and the weighted commission in the pipeline all come from the same source of truth.
Read the full guide
How most broking teams run today
- The stock book is a spreadsheet per broker; nobody can match a brief against the whole book, and stock walks out the door when a broker leaves.
- Briefs are matched from memory — the properties a broker happens to remember, not the best-scoring stock on the register.
- Brochures and shortlists are rebuilt by hand in PowerPoint for every enquiry, each with its own version of the specs.
- FICA is chased at signature time, after weeks of work, and mandates turn out to have expired mid-deal.
- Commission is computed in a side spreadsheet at month-end; the principal has no forward view of the pipeline's weighted value.
How Regalis runs it
- One commercial stock register with CRE specs, loaded in bulk from CSV, searchable and matchable across the whole team.
- Brief capture triggers automatic scored matching against the entire register, with reasons per match and one-click shortlists.
- A private photo library per property feeds branded brochure PDFs and shortlist PDFs — and WhatsApp share links put them in the client's hands.
- The deal pipeline is stage-gated with a FICA gate, and mandate disclosure and signature requirements are enforced on the record.
- SAPOA-scale commission with splits computes per deal, and a probability-weighted forecast runs on the South African financial year.
From stock book to concluded deal.
Load the stock register
Capture office, industrial and retail stock with the specs a commercial brief filters on — GLA, power kVA, eaves height, yard, parking ratio, zoning, and WALE / yield where relevant. Bulk-import an existing book from CSV, and build each property's private photo library as you go.
- Office / industrial / retail on one register
- CSV bulk stock import
- Private photo library per property
Capture the brief, match and shortlist
Log each tenant or buyer requirement as a structured brief. The platform scores every property on the register against it automatically and explains each score. Shortlist the strongest matches in one click, generate the branded shortlist PDF and share it — including over a WhatsApp share link.
- Automatic scored matching with reasons
- One-click shortlists
- Branded brochure + shortlist PDFs
- WhatsApp share links
Run the deal through the gates
Enquiry, viewing, offer, FICA, concluded — a stage-gated pipeline where the deal cannot pass the FICA gate until the file is complete, and mandate disclosure and signature requirements are checked on the same record. The board shows every deal, its stage and what is blocking it.
- Stage-gated pipeline
- FICA gate enforced
- Mandate + disclosure compliance on the record
Track commission and the team
SAPOA-scale leasing commission computes automatically per deal, splits apply per broker, and the probability-weighted forecast rolls up on the South African financial year. The team scoreboard keeps stock, briefs, deals and weighted pipeline visible across the desk.
- SAPOA tariff scale
- Broker splits per deal
- Weighted forecast on the SA financial year
- Team scoreboard
The commercial desk, on one platform.
Commercial stock register
Office, industrial and retail stock with CRE specs — GLA, power kVA, eaves height, yard, parking ratio, zoning, WALE and yield.
CSV bulk import
Load an existing stock book from CSV without re-keying. Imported stock is immediately matchable and brochure-ready.
Private photo library
A managed photo library per property feeds brochures and shortlists — the collateral always uses the current, approved images.
Branded brochure PDFs
A branded brochure PDF per property, generated from the record — specs, photos and your agency identity, no PowerPoint rebuild.
Brief capture
Structured tenant and buyer requirements — size band, power, location, zoning, budget — captured once and matched continuously.
Scored matching with reasons
Every brief is scored against the whole register automatically, and each match explains why it scored the way it did.
Shortlist PDFs + WhatsApp share
One-click shortlists with a branded PDF, and WhatsApp share links for stock and shortlists to keep the client conversation moving.
Stage-gated deal pipeline
Enquiry to concluded with explicit stages. The FICA gate blocks progression until the file is complete.
SAPOA commission engine
Leasing commission on the SAPOA tariff scale, computed per deal with broker splits. Commission invoicing is on the roadmap.
Weighted forecast
A probability-weighted commission forecast across the pipeline, aligned to the South African financial year.
PPA mandate register
Mandates recorded with disclosure and signature gating and expiry alerts — renewals get chased before they lapse.
FFC / PPRA compliance register
Fidelity Fund Certificates and PPRA requirements tracked per practitioner, with renewal visibility for the principal.
Team scoreboard
Stock loaded, briefs captured, deals by stage and weighted pipeline per broker — a shared, current picture of the desk.
One record per deal
Stock, brief, match, mandate, FICA state and commission on the same record — the shortlist and the forecast agree because they share a source.
Compliance-first workflow
Mandate disclosures, signatures and FICA requirements are enforced in the workflow, structured to support PPA and FIC Act obligations. Not legal advice.
Client-ready collateral
Brochures, shortlists and share links come off the live record, so what the client sees is what the register says.
The mandate is the licence to work the deal — treat it that way.
Under the Property Practitioners Act, the mandate is not paperwork to tidy up later — section 67 ties the practitioner's entitlement to remuneration to a properly concluded mandate with the required disclosures. A broking desk that discovers an expired or unsigned mandate mid-deal is renegotiating from weakness.
Regalis records every mandate with its disclosure and signature status and gates mandate activation on those requirements — a mandate cannot go active, or renew, without the disclosure form and signature on file. The deal itself carries its own gate: FICA verification must be recorded before a deal can conclude. Expiry alerts fire ahead of lapse, so the renewal conversation happens on your schedule. Alongside it, the FFC / PPRA compliance register keeps the team's Fidelity Fund Certificates visible, so the principal is not surprised at audit or deal-conclusion time.
None of this is legal advice — it is structure. The registers and gates are built so the compliance state of every mandate, practitioner and deal is a property of the record, not a memory in someone's inbox.
Continue exploring how Regalis handles the rest of the rental operation.
For commercial property brokers
The commercial broker workspace — stock, briefs, matching, deals and commission in one place.
Read moreLease management
Lease documents, signatures and invoices with live status on every lease.
Read morePOPIA compliance
Consent ledger, data-subject requests and retention controls across the platform.
Read moreCommon questions
Common questions about commercial property broking software.
What does the commercial stock register capture?+
The specs commercial brokers actually search on: GLA, power supply in kVA, eaves height, yard space, parking ratio, zoning, and per-deal financial metrics such as WALE and yield where relevant. Office, industrial and retail stock live on one register, each with its own spec profile, so a brief can be matched against the whole book rather than a spreadsheet per broker.
Can we import an existing stock book?+
Yes. Stock imports in bulk from CSV, so an existing stock spreadsheet or an export from another system loads without re-keying. Each imported record lands on the register with its CRE specs and is immediately available to matching, brochures and shortlists.
How does brief-to-stock matching work?+
You capture the tenant or buyer brief — size band, power, location, zoning, budget and the rest of the requirement — and the platform scores every property on the stock register against it automatically. Each match comes back with the reasons it scored the way it did, so the broker can defend the shortlist to the client instead of paging through the book by memory.
What marketing collateral does it produce?+
Each property carries a private photo library, and the platform generates a branded brochure PDF per property and a branded shortlist PDF per brief. Stock and shortlists can also be shared with a client over a WhatsApp share link, so the follow-up conversation starts from the same record the broker works on.
How is the deal pipeline structured?+
The pipeline is stage-gated from enquiry through to concluded, and a deal cannot progress past the FICA gate until the FICA requirements on the file are met. Mandate and disclosure compliance are checked on the same record, so the state of every deal — and what is blocking it — is visible on the board.
How is commission calculated?+
Leasing commission computes automatically on the SAPOA tariff scale, with broker splits applied per deal and a probability-weighted forecast across the pipeline aligned to the South African financial year. Commission invoicing itself is on the roadmap — today Regalis computes, splits and forecasts the commission; the invoice is raised in your accounting flow.
What does the mandate register do?+
Every mandate is recorded with its disclosure and signature status, and the platform gates mandate activation on those requirements — a Property Practitioners Act section 67 mandate cannot go active without the prescribed disclosure form and a signature on file. The deal pipeline is gated separately: the FICA gate stops a deal from concluding until FICA verification is recorded on the file. Expiry alerts fire before mandates lapse, so renewals are chased ahead of time rather than discovered at deal stage.
Does it help with PPRA compliance?+
There is a dedicated compliance register for Fidelity Fund Certificates (FFCs) and PPRA requirements across the team, so the principal can see at a glance which practitioners are current and which certificates are approaching renewal. It is a structured register to support your compliance work — not legal advice.
Can the team see performance?+
A team scoreboard tracks activity and deal progress across brokers — stock loaded, briefs captured, matches shortlisted, deals by stage and weighted commission in the pipeline — so Monday morning starts from a shared, current picture rather than a call-around.
See everything built for you — explore the commercial brokers hub
Put the stock book, the briefs and the pipeline on one record.
Start with a CSV of your stock.
Walk through the stock register, scored matching, the FICA-gated pipeline and SAPOA commission tracking with someone from the team — or load your stock book and see your own matches.