Help with Sales

How do I create an offer?

1. Locate the applicant who is making the offer
2. Click the 'Offers' tab
3. Click 'add offer' and select the property from the list
4. Fill in the details of the offer and save it

Note: if the property does not appear in the list, locate the property then make sure the 'Property is on the market' indicator is ticked.

How do I add solicitor's details to an offer?

You can link to a solicitor you have previously used or you can create a new solicitor.

1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
2. Click the 'Select Solicitor' link for the vendor's or purchaser's solicitor
3. Find the solicitor you want to link to and click on their name to create the link
4. If you can't find the one you want, click 'add solicitor'

How do I remove a solicitor's details from an offer?

You can remove the link between the offer and the solicitor. This will not delete the solicitor record.

1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
2. Click the 'Remove' link for the vendor's or purchaser's solicitor
3. Confirm that you want to delete the link by clicking 'Confirm'

What does the offer Status mean?

The offer status indicates the progress on that particular offer. The options are:

• Open - a new offer still awaiting a decision from the vendor
• Accepted - vendor has accepted the offer
• Rejected - vendor has rejected the offer
• Withdrawn - purchaser has withdrawn the offer
• Contracts Exchanged - vendor and purchaser have exchanged contracts

Offers with a status of Accepted will appear in the 'Pipeline' list user the 'Sales' tab.

How do I create a Memorandum of Sale?

1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
2. Click on the 'Documents' tab
3. Select Offer Acceptance Letter (or applicable letter) from the drop down list and save it
4. The document will appear in the list.

Click on the document name to edit the document or the 'Preview' icon to create a printable version.

What do I do when contracts have been exchanged?

1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
2. Click on the offer price to edit the offer
3. Change the status of the offer to Contracts Exchanged
4. Set the completion date to the date agreed by the vendor and purchaser
5. Save the offer

The offer will now be removed from the pipeline and will appear on the Sold Properties report