Accepting An Offer On A Sales Property

Accepting an Offer on a Sales Property

Go to Dashboard>Tasks>Offers

Click onto the offer that you wish to accept

Click Accept Offer.

You can change the Property Sale Status to Under Offer (Available), Under Offer (Marketing) or Under Offer (SSTC). Then change the Applicant Intention if they are no longer looking for a property. Pick the Sale Owner (this does default to the person who accepted the offer) Add in a Review Date and Estimated Exchange & Completion and Notes.

Then, Add in both parties Solicitors if they have not been entered already, update the Sale Board, click Save.

Alternatively, you can go into the Property Or Contact Record and repeat the above steps.


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