Chris Horroll
Articles
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Marking A Property As A Repossession
Go to Property>Find Property, enter any part of the address and click on Search. Tick Repossession. Click on Save. Property will show as Available until exchange of contracts, even when there is a...
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Changing When A Letter Opens
From the main menu, click on Letters, Standard Letter. Select the letter you wish to amend. Click on Letter Setup. Click on the Event Context dropdown and click on the new trigger. Click on Save.
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Adding Missing Solicitors Information
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event, Sale Progression. There will be a yellow triangle indicating missing solicitor information. To add ...
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Checking When A Property Came Onto The Market
Go to Property>Find Property, enter any part of the address and click on Search. From the list of properties, double-click on the property you wish to check. Click on the Agency info tab. Date On M...
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Exchange A Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>Exchange. Enter notes. Click on Save. Relevant letters will automatically run.
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Transferring Properties To Another Branch
Go to Property>Find Property, enter any part of the address and click on Search. Select the Office from the drop down list. Click Save.
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Adding Milestones To The Sales Progression
Go to Property>Find Property, enter any part of the address and click on Search. From the list of properties, double-click on the relevant property. Click on Event>Sale Progression. Tick the relev...
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Setting A Review On A Sale Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Review date calendar dropdown. Set date. Click Save.
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Accepting An Offer (From The Property)
Go to Property>Find Property, enter any part of the property address and click on Search. Click on Event. Click on Offer follow up. From the list, double click on the relevant offer. Click on Acc...
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Making A Property Externally Sold
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event, External sale. Enter notes. Click on Save.