OTP Companion Checklist

Offer to Purchase — step-by-step guide to a compliant, error-free offer

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Phase 1 — Before Writing the Offer
Confirm buyer's full legal name (as per ID)Critical
Must match ID document exactly on the OTP
Obtain copy of buyer's ID documentBuyer
Verify buyer's marital status (COP / ANC / Single)Critical
ANC buyers may need spouse consent; COP = joint ownership
Confirm bond pre-approval or proof of fundsBuyer
Obtain full title deed details from seller/agencyAgent
Check for existing bond on the propertyAgent
Confirm seller has authority to sell (executor? trustee?)Critical
Phase 2 — Completing the OTP
Full property description and erf number correctCritical
Purchase price written out in full (words & figures)Critical
Deposit amount and payment date specified
Bond amount and suspensive condition deadline statedCritical
Typically 30 days from acceptance date
Occupation date and occupational rental (if applicable)
All voetstoots / voetstoots exclusions clearly noted
Fixtures and fittings listed (inclusions and exclusions)
e.g. stove, curtains, pool equipment, garden shed
Electrical compliance certificate (CoC) obligation stated
Plumbing CoC and gas CoC included if applicable
Beetle inspection clause (if applicable to area)
Special conditions / addendums attached and referenced
Offer expiry date and time clearly statedCritical
Phase 3 — Signing & Submission
Buyer initials every pageCritical
Buyer signs and dates on signature page
Witness signature obtained (2 witnesses required)
Married buyer — spouse consent obtained if required
Agent signs as agent/intermediary (where applicable)
OTP submitted to seller within offer validity periodCritical
Phase 4 — After Acceptance
Seller signs and dates — check all pages initialled
Signed OTP delivered to buyer (acknowledgement)
Copies filed: buyer, seller, agency, conveyancer
Bond application submitted within 48 hoursCritical
Conveyancing attorney instructed with full pack
Deposit paid into attorney trust account
FICA documents submitted for both parties
Suspensive condition deadline diarisedCritical
Transfer duty payment arranged (if applicable)