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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

The chain screen allows the property chain to be plotted out, while also providing the option to log the progression of each transaction in the chain


1. Accessing the chain screen

From the property screen:

  • Click Offers

  • Select the accepted offer and click Chain (bottom right panel)


2. Chain screen overview

Details of the property you are selling are shown with buyer and vendor details, plus links to the solicitors are available

This The entry in the chain is shown with a red border around it , this helps identify it when to help identify this property (as the main one) once links are added

Info

The icons across the bottom of the panel give an indication of the current status of this transaction

Clicking the Progress link displays the sales progression screen - click here for more information


3. Enter vendor's purchase

  • Click Chain (at the top of the screen) and select Enter vendor's purchase

    A message will be displayed - see 3a

  • Click Yes (see step 4)
    or No (see step 5)


3a:

4. Property being sold by an external agent

When the property is being sold by an external agent, a link is added to the top of the chain ready for you to complete


5. Property being sold by you

When the property is being sold by you, the search properties box is shown allowing you to select the relevant property

  • Double-click property when found

    The vendor's name will be displayed (as the applicant)

  • Select the applicant name and click Accept
  • The link will be added to the chain with all details complete
    As they will be taken from the Offers screen on the property they are purchasing


6. Complete & close chain

Continue adding vendor purchase details

  • Click Chain Open link and repeat steps 3-5

  • When the end of the chain is reached, click Chain Open and select Chain is closed

    This will change the status to Chain Closed and enter Vendor has nothing to buy (right) - this text can be changed


7. Enter buyer's sale

  • Click Chain (at the bottom of the screen) and select Enter buyer's sale

    Follow the same process outlined in steps 3-5 to enter the buyer's sale details

  • When all links are added, click Chain Open again and select Chain is closed


8. Options links

Each link in the chain has an Options menu which offers the option to break the chain and view the Offer Details (for internal properties)



Info

The chain screen offers the option to update the sales progression of each link in the chain, click the Progress link to view/edit - click here for information on the sales progression screen


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