Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

1.  Complete sales progression milestones

From the Offers screen:

  • Select the relevant offer and click Sales progressProgress
    The Offer and Sales Progress screen is displayed

    Image RemovedImage Added

2. Attempting exchange when sales progression checks are incomplete

When sales progression checks are incomplete, changing the Property Status to Exchanged will result in the following:

  • An Information prompt will be displayed, click OK

    Return to the sales progress screen and ensure the required options are complete

Image RemovedImage Added
Infonote

Dependent on the checks outstanding, it may be possible to change a property status to exchanged but, on attempting to complete the exchange wizard, the prompt above will be displayed again

3. Override option

Security configuration can be set-up for authorised users to override the sales progression check requirements (contact Reapit Support to request this)

When this override is in place:

  • Attempting the same process outlined in step 2 will display a prompt, click Yes to continue

    When marking a property as exchanged with incomplete sales progression checks, this is flagged in the property journal against the Sales Status to Exchanged entry 

Image RemovedImage RemovedImage AddedImage Added

...