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1. Reporting on pre-acceptance offer checks

A sales offer report (via Power Reports) allows you to report on pre-acceptance offer checks

It is likely that you would first want to filter your report by criteria such as office, sales status etc. -
therefore this instruction shows how to report using a property report with a linked offer report
(although it is also possible to run a sales offer report directly)

From the Power Reports screen:

• Select Property Report and ensure Sales is selected

• Build report as needed
  e.g. you may wish to filter by Office and/or Sales Status

• From the Linked Records section (click Show more) and select Offers

• Click Pick Offer Criteria and select any offer criteria required, e.g. Status

• From the Linked Records section, (click Show more) and select Pre-Acceptance Checks

• Click Pick Pre-Acceptance Check Criteria and select the pre-acceptance offer check criteria required, e.g. Status, Predefined check name

• Click Run Report
  The report in this example will return properties from the current user's office currently For Sale or Under Offer, with an Offer Pending, where the pre-acceptance offer check for Mortgage AIP received is either set to Needed or Sent/Arranged

2. Security configuration settings

Security configuration settings can be applied to some/all pre-acceptance offer checks, meaning that selected checks can be carried out by selected/authorised users only

To enable security configuration on your pre-acceptance offer checks, click here to contact Reapit Support

• In this example, security configuration is preventing the current user from amending the status of the Mortgage AIP received check