Purchaser details shown on sales property screen

Owned by Fiona Hardy, created
Last updated: Jul 16, 2024
2 min read

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

Available from version 12.169

To increase visibility and assist with efficiency, when a sale is progressing on a property, the purchaser details will be shown on the main property screen

Details are shown of the applicant with the accepted offer, including their name and contact details

Purchaser details will be shown when the property status is any of the following:

  • Under Offer/Sold STC - Available or Unavailable

  • Exchanged

  • Completed

If a sale falls through (i.e. the offer/property status changes), the purchaser details will be removed from the property screen

From a property with an accepted offer:

  • Purchaser details are displayed
    Shortcuts on right can be used to contact the purchaser (as seen throughout the system)

  • Click Purchaser name link to display the offers screen

In the event of there being multiple accepted offers on a property:

  • Multiple Accepted Offers will be displayed on the property screen

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