Updating an exchanged sale after failing to complete

Within Alto, you can update a exchanged sale to show that the property purchase failed to complete.

This can be done from the sales progression screen which can be accessed in any one of two ways, either from Progressions or from the Property.

This article includes: 

Failing to complete a sale from Progressions

  1. Click Progressions on the main toolbar
  2. Click All Sales on the side menu
  3. Click the relevant sale from the list
  4. Click Actions
  5. In the dropdown menu, click Failed to Complete
  6. The Failed to Complete window opens. In the Board Change section, action a board change by completing the relevant fields, if required
  7. Type in any relevant Notes
  8. Click Save
  9. You may be offered the opportunity to create appropriate letters relating to the completion failure. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

The property's status shows as Withdrawn and the sale no longer appears in the Progressions list.

Failing to complete a sale from the Property

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click Actions
  4. In the dropdown menu, click Sales Progression
  5. Click Actions
  6. In the dropdown menu, click Failed to Complete
  7. The Failed to Complete window opens. In the Board Change section, action a board change by completing the relevant fields, if required
  8. Type in any relevant Notes
  9. Click Save
  10. You may be offered the opportunity to create appropriate letters relating to the completion failure. These can be handled like any other letter
    For more information on how to Create and send an event driven letter, click here

The property's status shows as Withdrawn and the sale no longer appears in the Progressions list.

Was this article helpful?
0 out of 0 found this helpful