OTP Companion Checklist

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)