Making An Offer On A Sales Property From The Viewing

Making an Offer on a Sales Property from the Viewing

Go to Dashboard>Tasks> Viewing

Select the property from the list.

Click Make Offer

Click Yes on the Make Offer prompt.

Enter the offer amount and click Save. 

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.

ANNOUNCEMENTS:

Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

Submit a Query
Connect to Support
Allow Jupix Support team to log into your computer. Load Teamviewer from here when requested to do so by our Support Team .

User Voice
Login to the community to suggest and vote for new and improved functionality within Jupix.
Submit a Query
Print Article Email Article Request Training