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1. Memorandum of Sale screen

From the property Offers screen:

  • In the Options panel (shown in step 2), click Memorandum of sale

  • The following two fields are displayed as dates (not text boxes):

    • Exchange of Contract expected

    • Completion expected

2. Offers screen

From the property Offers screen:

  • Exchange Due is also displayed in date format (rather than as a text box)

Tip

Exchange of Contract expected (as shown in step 1) is pulled through to the Exchange Due field and vice versa

3. Reporting

When using date fields for Expected Completion and Expected Exchange dates, you can use these fields for reporting via:

Offers and Pipeline Reports

  • Click Reports, select MI Analysis and click Offers and Pipeline Reports

  • Expected exchange and Expected completion fields are available as criteria optionsImage Removed

    Image Added

Power Reports

  • Click Reports, select Power Report and select an Offer Report type

  • Expected exchange and Expected completion fields are available as criteria options

    Image RemovedImage Added

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