Store mortgage offer expiry date

1. Access sales progress screen

From property Offers screen:

• Click Sales Progress

  Open

  

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

  Open

  

Pre-version 12.177

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

1. Access report criteria

From Reports on main menu:

• Click Power Reports

• Select Offer Report for Sales

• A Mortgage offer expiry option is available

2. Example report

For example, this report will return offers where the buyer’s mortgage offer is due to expire in the next 4 weeks for sales properties in the user’s office that have the status of Sold STC - Available/Unavailable

3. View mortgage offer expiry information in offer report results grid

When running an Offer report, the mortgage offer expiry date can be shown in the report results grid - but first needs to be added and saved to the grid, as follows:

• Right-click over the column headings, click Pick columns and select Mortgage Offer Expiry

• The new column will be added to the far right side of the grid - click and drag the column heading to the desired position

• Right-click over the column headings again and click Save grid layout

• Grid functions can be used to sort or filter the report results by mortgage offer expiry

  • To sort the list, click the column heading

  • To filter, click to the right of the column heading (to view filter icon - shown above) and enter dates to filter by