Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 Select

property Offers screen:

  • Click Offers

    • In Available Offers panel, select the accepted offer

    and
    • From Options panel, click Chain

     (bottom right panel)Image Removed
    • Image Added

    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

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

    Image Removed
    • Image Added
    info
    Tip

    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
    • (see step 5)

    Image Removed

    Image Added

    3a:

    Image Removed
    Image Added

    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

    Image Removed
    Image Added

    5. Property being sold by you

    When the property is being sold by you

    • The Search Properties box is displayed, allowing you to select the relevant property

    • Double-click the property when found
      The vendor name will be displayed

    (as the applicant)
    • Select their name and click Accept

    Image Removed
    • Image Added
    • The link will be added to the chain with all details complete

    Taken
    • (information is taken from the Offers screen on the property they are purchasing)

    Image Removed
    • Image Added

    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

    • This text can be changed

    Image RemovedImage Removed

    Image AddedImage Added

    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

    Image Removed

    Image Added

    8. Options links

    • Each link in the chain has an Options menu which offers different options depending on the property chosen

    • Options are given such as to break the chain up/down, mark the transaction as exchanged (external properties) and View Offer Details (internal properties)

    Image Removed
    Image Added
    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

    Filter by label (Content by label)
    showLabelsfalse
    max58
    spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
    maxCheckboxfalse
    sortmodified
    showSpacefalse
    reversetrue
    typepage
    cqllabel = "offerssales-prog" and type = "page" and space = "RW"
    labelsoffers quick-sl
    Note

    Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

    Excerpt
    hiddentrue

    How to use the chain screen in AgencyCloudto assist with progressing sales