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

• Image Added

• 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

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

Image Added

• 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