Configuration options (offers/sales progress)

Ensure sales progression tasks are complete before exchange - configuration option

Configuration option which prevents a property reaching exchange status when sales progression tasks have not been completed

Add solicitors before accepting offer - configuration option

Configuration option which forces solicitor details for the vendor and/or applicant to be entered before an offer status can be changed to accepted

Expected completion & exchange fields as dates - configuration option

Configuration option allowing expected exchange/completion dates in the Memorandum of Sale screen to be date fields, rather than text - this ensures data entry uniformity which then assists future reporting

Use predefined reasons for withdrawn offers - configuration option

Predefined reasons for an offer being withdrawn can be set up, resulting in withdrawal reasons being standardised across your business

Pre-acceptance offer checklist (sales) - configuration option

When pre-acceptance offer checklist functionality is in place, an offer cannot be marked as accepted until all checks have been addressed