Meet the J9 Client Tracker

Your Client. Your Records.

This Women’s Month, J9 Compliance is giving property practitioners a free, phone-friendly Lead & Viewing Tracker. Record the meeting, rate the lead, note the next step and send the summary directly to your own private WhatsApp group. 

Early Access — Version 1 

YOUR free Client Tracker

The tracker itself opens in the browser.

After completing the form, Save & send to WhatsApp opens WhatsApp with the summary prepared. The recommended destinations are:

Message yourself — simplest option.
A private record-only WhatsApp group.
A trusted colleague or principal when safety or accountability requires it.

NOTE, J9compliance has no access to your data and you are solely responsible for keeping your information safe.

J9 Compliance J9 Compliance Protect Comply Prosper Visit J9 Compliance
A free Women’s Month tool

The J9 Women in Property
Lead & Viewing Tracker

Record a call, meeting or viewing, rate the lead from 1 — Ready to act to 5 — Browser, and send a clear summary to your own private WhatsApp group.

Use the free tracker Open full screen
No account No app to install Private device-only history
How it works

Your phone becomes a simple, searchable work record

1

Create your private group

Create a WhatsApp group containing only yourself, or choose another private place where you keep work notes.

2

Complete the short form

Add only the details you need: interaction, property, lead readiness, next step, follow-up and safety note.

3

Send or copy the summary

Choose your private WhatsApp group. If WhatsApp is unavailable, use “Copy summary” and paste it manually.

A consistent lead scale

Know where to focus your time

The rating is a practical prompt—not a judgement of the client. Update it whenever new information becomes available.

1Ready to act 2Strong prospect 3Developing lead 4Early-stage enquiry 5Browser
Free to use

Start your record

Complete the tracker below. Your entries are not submitted to J9 Compliance.

Open in a new window

If the tracker does not display, open the tracker directly.

Privacy and safety first

Do not record ID numbers, banking information, passwords, confidential documents or unnecessary sensitive personal information. Do not complete the tracker while driving.

This tool is not an emergency alert, personal-safety service, agency CRM or formal client record. Continue using your agency’s approved systems, viewing procedures, check-in arrangements and emergency processes.

Built for women who keep property moving

One small tool. Better follow-up. A clearer record.

Use the tracker
J9 Compliance Protect Comply Prosper

This free tool is provided for general organisational purposes. J9 Compliance is not a law firm, financial services provider, tax adviser or investment adviser, and the tool does not provide legal, financial or tax advice. Use of the tracker does not create a professional advisory relationship. Users remain responsible for their own records, privacy practices, safety procedures and regulatory obligations.

j9web.co.za


Do you need help with compliance?

 

Not sure which requirements apply to your business?

J9 Compliance can help you assess your business activities, identify the compliance areas that may apply and develop a practical compliance action plan.

Contact Jeanine Szeles

WhatsApp: +27 74 233 9492

Website: https://j9web.co.za/

Important disclaimer

J9 Compliance is not a law firm, financial services provider, tax adviser or investment adviser. Neither J9 Compliance nor the J9 Compliance Intelligence Agent provides legal, financial, investment, credit, accounting or tax advice.

The information, summaries, classifications, suggested actions and responses made available through the platform are provided for general educational and informational purposes only.

The platform uses automated technology to collect, classify and summarise information from selected publicly available sources. Automated summaries may contain errors, omissions, outdated information or incorrect assessments of relevance. A publication displayed by the platform may not apply to your particular organisation, activities or circumstances.

Users must verify all information against the original official publication and obtain advice from an appropriately qualified legal, financial, tax or compliance professional before acting or deciding not to act.

Use of the platform does not create an attorney-client, financial-adviser-client, fiduciary, consulting or other professional relationship with J9 Compliance. A professional engagement with J9 Compliance arises only through a separately agreed service arrangement.

J9 Compliance does not represent or imply that it is affiliated with, authorised by or endorsed by any regulator, government department or public body displayed on the platform.

Links to external websites are provided for verification and convenience. J9 Compliance does not control those websites and cannot guarantee their availability, accuracy or continued operation.

While reasonable care is taken in developing and maintaining the platform, J9 Compliance does not warrant that the information is complete, accurate, current or suitable for a particular purpose. Users remain responsible for their own compliance decisions, regulatory obligations and professional advice.

Do not enter confidential, privileged, personal, client-specific or commercially sensitive information into the early-access assistant.