Pre-acceptance offer checklist (sales) - configuration option

This guide has been reviewed against our global client base and classed as relevant to all regions

The option to set up a pre-acceptance offer checklist is available for sales properties - when in place, an offer cannot be marked as accepted until all checks are marked as complete (or not needed)

The content of the checklist is dependent on company requirements and needs to be configured by via Reapit Support - click here to contact Reapit Support to request this

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
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

- Click the paperclip icon beside the check to access the Document Management screen:

- Drag and drop your document over the above window, or click Add and browse to it

- The Rename field allows you to change the document name and Type (as you want it to appear in the above window)

- Click Accept
The document is displayed in the Document Management window

- After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the check

- Hover mouse pointer over the check to move

- Click and drag the double-headed arrow icon on left of screen to move the check

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 AgencyCloud 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

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

For more information on building Power Reports, click here: Power Reports

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