1. Access MOS screen
From the property screen:
Click Offers and select the accepted offer
From Options panel (bottom right), 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 foundFrom the solicitor record, in the Staff panel, select the solicitor dealing with this transaction
Or add their details, then select their record
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
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 (top 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)
Save options are displayed - leave set to Save document in property letters folder and click Accept
You will be prompted to convert to PDF
If the document is to be emailed, click Yes
Enter a File name for the document and click Save
The document will now be available in the Existing letters and files section of the Letters screen |
5. Email MOS document
From the Offers screen:
Click Letters (top right)
Right-click over the document and select Attach to e-mail
6. Further shortcut options
From the Offers screen:
Right-click over Letters (top right) for shortcut options to email the involved parties
