Produce Memorandum of Sale (MOS)

1. Access MOS screen

From the property screen:

• Click Offers and select the accepted offer

  

• From the Options panel, click Memorandum of sale 

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
  

• Dates for Exchange of Contract expected and Completion expected

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
  

• Click Accept
  Repeat the above for the Applicant Solicitor
  
  The solicitor details will be shown on the Offers screen, hovering over the details will show the solicitor selected - see 3a

3a:

4. Produce MOS document

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

From the Offers screen:

• Select the accepted offer and click Letters (bottom right)
  
  The Letter Generator screen will be displayed, double-click the required template
  

• The MOS document will be displayed in Word, click Save (in Word) - the save options will be displayed - see 4a
  

• Leave set to Save document in property letters folder
  
  You will be prompted to convert to PDF - if the document will be emailed, click Yes

• Choose a File name for the document and click Save - see 4b
  
  The document will now be available in the Existing letters and files section of the Letters screen - see next step

4a:

4b:

5. Email MOS document

From the Offers screen:

• Click Letters
  

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