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This provides the ability to keep track of potential issues when managing pipelines in order to progress sales transactions
This guide covers:
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Enter the mortgage offer expiry date
1. Access sales progress screen From property Offers screen:
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2. Log mortgage offer received plus its expiry date When the mortgage offer has been received - when using version 12.177+
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Pre-version 12.177 Follow the instructions in the section above - except no need to click a tabbed option to enter the mortgage offer dates |
Report on mortgage offer expiry dates
1. Access report criteria From Reports on main menu:
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2. Example report For example, this report will return offers where the buyer’s mortgage offer is due to expire in the next 4 weeks for sales properties in the user’s office that have the status of Sold STC - Available/Unavailable |
3. View mortgage offer expiry information in offer report results grid When running an Offer report, the mortgage offer expiry date can be shown in the report results grid - but first needs to be added and saved to the grid, as follows:
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