Exchange & completion process
This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines the processes to follow when a property exchanges & completes
1. Update sales progress screen From the property screen:
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2. Change property status to Exchanged From the Offers screen:
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3. Exchange Wizard The Exchange Wizard takes you through each step needed to make the property exchanged
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4. Buyer & Sale Details The Offers screen will now display the Buyer & Sales Details tab with the the information entered added to the Sale Details section on the right From the Buyer Details panel:
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5. Enter fee splits Internal and external fee splits can be entered From Fee splits panel (shown above):
| For more information on fee splits, click here |
6. Change property status to Completed From the Offers screen:
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7. Completion Wizard The Completion Wizard takes you through each step needed to make the property exchanged
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8. Archive property When you are ready to stop advertising the property, the property record can be archived To archive the property:
If you are going to be letting the property for the new owner, an option to Market as lettings property is available here |
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