Pre-acceptance offer checklist (sales) updates - configuration option

Owned by Fiona Hardy, created
Last updated: Jan 19, 2023
2 min read

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

A pre-acceptance offer checklist can be used on sales properties, meaning that an offer cannot be marked as accepted until all checks are marked as complete - this feature is outlined in more detail here

In AgencyCloud version 12.132, two updates are available for the pre-acceptance offer checklist feature:

  1. Pre-acceptance offer checks can be reported on

  2. Security configuration settings can be applied, meaning that selected checks can be carried out by selected/authorised users only

Both updates are explained below

1. Reporting on pre-acceptance offer checks

A sales offer report (via Power Reports) allows you to report on pre-acceptance offer checks

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: https://reapit.atlassian.net/wiki/spaces/RW/pages/362119275

2. Security configuration settings

Security configuration settings can be applied to some/all pre-acceptance offer checks, meaning that selected checks can be carried out by selected/authorised users only

To enable security configuration on your pre-acceptance offer checks, click here to contact Reapit Support

  • In this example, security configuration is preventing the current user from amending the status of the Mortgage AIP received check

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