Withdrawing a sale in progress

There may be times where one of the parties involved in a sale chooses to withdraw from the property purchase. Either the vendor or the purchaser may wish to withdraw from the sale, so it's important you follow the appropriate procedure depending upon which party is withdrawing and which way the sales progressions screen is being accessed from.

Withdrawing a sale can be done in any one of two ways, either from Progressions or from Properties.

Withdrawing the vendor in a sale from Progressions

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click NEW Sales progressions
3. You can filter the sales by Branch, Conveyancer, Sales Progressor or Status if you need to narrow down the number of sales listed. Click View full progression alongside the relevant sale in the list
4. Click Actions
5. In the dropdown menu, click Withdrawal by Vendor
6. The Withdrawal by Vendor window opens. 
   
   If the property is to be re-advertised, click Available from within the Property Revert dropdown menu
7. In the New Price field, enter the sale amount that's to be advertised
8. Action a board change by completing the relevant fields, if required
9. Type in any relevant Notes
10. Click Save
11. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the withdrawal. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The property's status shows as Available and the sale no longer appears in the NEW Sales progressions list.

Withdrawing the vendor in a sale from Properties

1. Click Properties on the main navigation bar
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 Withdrawal by Vendor
7. The Withdrawal by Vendor window opens. 
   
   If the property is to be re-advertised, click Available from within the Property Revert dropdown menu
8. In the New Price field, enter the sale amount that's to be advertised
9. Action a board change by completing the relevant fields, if required
10. Type in any relevant Notes
11. Click Save
12. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the withdrawal. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

The property's status shows as Available and the sale no longer appears in the NEW Sales progressions list.

Withdrawing the purchaser in a sale from Progressions

1. Click Progressions on the main navigation bar
2. In the dropdown menu, click NEW Sales progressions
3. You can filter the sales by Branch, Conveyancer, Sales Progressor or Status if you need to narrow down the number of sales listed. Click View full progression alongside the relevant sale in the list
4. Click Actions
5. In the dropdown menu, click Withdrawal by Purchaser
6. The Withdrawal by Purchaser window opens. 
   
   If the purchaser still wants to find another property, click Buy from within the Purchaser Intention dropdown menu
7. If the property is to be withdrawn from the market completely, click Withdrawn from within the Property Revert dropdown menu
8. Type in any relevant Notes
9. Click Save
10. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the withdrawal. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

Depending on the Property Revert selection, the property's status shows as either Available or Withdrawn.

If it's Available, the sale no longer appears in the NEW Sales progressions list. If it's Withdrawn, the sale will appear in the NEW Sales progressions list if you filter by the Incomplete/Failed Status.

Withdrawing the purchaser in a sale from Properties

1. Click Properties on the main navigation bar
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 Withdrawal by Purchaser
7. The Withdrawal by Purchaser window opens. 
   
   If the purchaser still wants to find another property, click Buy from within the Purchaser Intention dropdown menu
8. If the property is to be withdrawn from the market completely, click Withdrawn from within the Property Revert dropdown menu
9. Type in any relevant Notes
10. Click Save
11. At this point, you may be given the opportunity to create and generate the appropriate letters relating to the withdrawal. Tick which letters you wish to generate and click Open Letters Now.
    They can then be edited, finalised and sent like any other letter
    For more information on how to Edit and send an event driven letter, click here

Depending on the Property Revert selection, the property's status shows as either Available or Withdrawn.

If it's Available, the sale no longer appears in the NEW Sales progressions list. If it's Withdrawn, the sale will appear in the NEW Sales progressions list if you filter by the Incomplete/Failed Status.