Content Comparison

1. Access MOS screen

From the property Offers screen:

• Select the accepted offer

• From

• Options panel (bottom right), click Memorandum of

• sale

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2. Enter MOS details

The details entered here will be used for the MOS document (see step 4)

Enter the details, such as:

• Items to be included
  

• Items to be Excluded
  

• Special Conditions and remarks
  

• Exchange of Contract expected and Completion expected dates

3. Enter/check solicitor details

The vendor & buyer solicitor details should be added to the offers screen

From the Offers screen:

• Select the accepted offer

• Beside Vendor Solicitor click Select and search for the required solicitor, double-click when found
  Or add new, if not found

• From the solicitor record, in the Staff panel, select the solicitor dealing with this transaction
  Or add their details, then select their record

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• Click

• tick (top right) to save
  Repeat the above for the Applicant Solicitor

The selected solicitor

name will be shown on the Offers screen

:

• Hover over the

• name to show

• selected solicitor name & contact details

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4. Produce MOS document

MOS templates are usually available, company requirements will dictate what is included/layout

From the property Offers screen:

• Select the accepted offer and click Letters (

• top right)

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• The Letter Generator screen will be displayed, double-click the required template

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The MOS document will be displayed in Word

:

• Click Save (in Word)

• Save options are displayed - leave set to Save document in property letters folder and click Accept

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• You will be prompted to convert to PDF

• 
  If the document

• is to be emailed, click Yes

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• Enter a File name for the document and click Save

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5. Email MOS document

From the property Offers screen:

• Click Letters (top right)

• Right-click over the document and select Attach to e-mail

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6. Further shortcut options

From the property Offers screen:

• Right-click over

• Letters (top right) for shortcut options to email the involved parties

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