Generating Sales letters

The Sales letters can also be called the Offer Accepted letter and/or Memo of Sale and Memorandum of Sale.  

You can generate the letter from 3 different workflows: 

Accepting the offer

  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. From the Overview screen, click the Offers tile
  4. Click the relevant Offer from the Timeline 
  5. Click Accept Offer
  6. Click Save

This will generate the list of Sales letters.  Tick which letters you wish to generate and click Open Letters Now. 

Generating the letter from the Timeline

Generating the letters from the Timeline can be done post sale.  

  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. From the Overview screen, click the Offers tile
  4. Click the relevant Offer from the Timeline 
  5. Click the negotiator name on the far right hand side

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  6. Select your desired letters and click Open Letters Now

Using the Write a Letter option

Using the Write a Letter option will be done post sale.  

  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 Docs
  4. In the dropdown menu, click Write a Letter 
  5. Ensure Based upon a timeline entry, such as an offer accepted event is selected and click Next 
  6. Locate and click on the Offer accepted event
  7. Click Next 
  8. Select your desired letters and click Open Letters Now

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