How South African Real Estate & Property Businesses Connect Yoco with Loom
South African Tool
Yoco
The leading card machine and point-of-sale solution for South African small businesses.
R500 for every business that transacts over R1,000
Global Tool
Loom
Async video messaging tool for recording and sharing screen recordings, walkthroughs, and team updates.
Why this matters in South Africa
South African estate agents manage listings, buyer pipelines, bond applications, and tenant communications across four or five separate platforms. A single property sale can involve 60+ touchpoints between agent, buyer, seller, bank, attorney, and municipality — most of them manual.
Compliance note: Estate agents must hold a valid Fidelity Fund Certificate (FFC) issued by the PPRA. Rental agreements must comply with the Rental Housing Act. Bond origination is governed by the National Credit Act. All client funds must be held in a trust account.
South African estate agents often lose hours manually chasing commission payments, rental deposits, or administrative fees while juggling PPRA compliance and client queries. By pairing Yoco’s payment infrastructure with Loom’s asynchronous video messaging, agencies can replace lengthy, back-and-forth email chains with clear, visual walkthroughs that explain complex financial requirements. For instance, an agent can record a Loom video explaining a specific trust account deposit or a pro-rata rental calculation, then embed a Yoco Payment Link directly into the video’s call-to-action button. This workflow ensures that clients understand exactly what they are paying for in ZAR, reducing payment friction and query volume. By centralizing these touchpoints, agents maintain a transparent audit trail that supports POPIA compliance and provides clear evidence of communication, ultimately accelerating the time between a property listing and a finalized, compliant transaction.
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How to add Yoco to Loom
- 1
1. Identify the specific payment event requiring client action, such as a rental deposit or an administrative fee, and ensure the transaction amount is calculated in accordance with the Rental Housing Act.
- 2
Open your Yoco Business Portal and navigate to the 'Payment Request' or 'Payment Link' feature to generate a secure, unique URL for the specific transaction amount.
- 3
Launch the Loom desktop application to record a screen-share walkthrough, ensuring you clearly explain the purpose of the payment and how it relates to the property agreement.
- 4
During the recording, demonstrate the payment process on your screen to provide the client with visual confidence, ensuring no sensitive personal data is captured in violation of POPIA.
- 5
Once the recording is complete, copy the generated Yoco Payment Link and paste it into the 'Call-to-Action' (CTA) button settings within the Loom video editor.
- 6
Share the finalized Loom link via your preferred communication channel, such as WhatsApp or email, allowing the client to watch the explanation and click the embedded payment button immediately.
- 7
Monitor your Yoco dashboard for the incoming ZAR payment, ensuring that all funds are correctly allocated to your registered trust account to satisfy PPRA financial regulations.
- 8
Save the Loom video link alongside the Yoco transaction receipt in your client management system to maintain a comprehensive, time-stamped record of the transaction for future SARS or PPRA audits.
Free calculator
Are you still doing admin manually?
Calculate what it's costing your business in rands
Frequently asked questions
Is Yoco compatible with Loom?
Yes. Yoco and Loom can be connected via their APIs or through automation tools like Zapier. This guide covers the exact process for South African real estate & property businesses.
How long does the setup take?
Most businesses complete the initial setup in 1–3 hours. If you already have active accounts on both platforms, you can have a basic automation running in under an hour.
Do I need a developer?
Not for basic Zapier-based integrations. Custom API integrations will need development support. Melamu Tech Ventures builds these — get in touch if you need a tailored solution.