Page Comparison

1. Access checklist

The pre-acceptance offer checklist can be accessed from the Offers screen on a sales property

From the Offers screen:

• Select the relevant offer 
  Each offer has its own checklist

  

• Current status of the pre-acceptance offer checks are shown at the bottom-right of the screen
  Hover over the link to see what is still outstanding

• Click the Checks link to access the checklist

2. Completing pre-acceptance offer checks

The types of check displayed is dependent on how your business have chosen to set this up

• Use the link to the right of the check to update the status of it
  Options are:
  Needed, Not Needed, Sent/Arranged, Completed
  

• If your configuration settings allow:

  • Click Add check to add further entries to the list

  • Click the red cross on the right to remove a check

  • Click into the field to edit the check title
    

• The paperclip icon beside the check allows you to attach associated documents - see 2a
  

• The order of the checks can be changed - see 2b

3. Updating & completing checks

• Hovering over each check shows who last updated it and when
  

• A tick is displayed next to completed checks
  
  Click Exit (top right) to go back to the offers screen

4. Marking an offer as accepted

All checks need to be complete in order to make an offer accepted

• The link at the bottom of the offers screen indicates this
  
  The offer can now be marked as accepted
  

• If checks aren't complete when attempting to mark an offer as accepted, a prompt will be displayed - see 4a

5. Reporting on pre-acceptance offer checks

From AgencyCloud version 12.132, reporting is available via Power Reports - using a sales offer report

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