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1. Access sales progress screen

From property Offers screen:

  • Click Sales Progress

2. Log mortgage offer received plus its expiry date

When the mortgage offer has been received - when using version 12.177+

  • Click the Mortgage & Additional Survey tab

  • Tick box to the right of Offer

  • Enter offer Received date and, beside exp, enter mortgage offer expiry date

    Mortgage offer info.png
Tip

The mortgage offer expiry date can be set when using the Advanced Sales Progression screen
(as shown above/below)

Pre-version 12.177

Follow the instructions in the section above - except no need to click a tabbed option the Mortgage & Additional Survey tab to enter the mortgage offer dates

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