Progression - Information and Milestones

Sales Progressor - a Sales Progressor can be allocated to the Property (defaulted to the User who added the Property).

Sales Progression

Using the information and milestones

Enter the following Solicitors (Vendor / Purchaser), Mortgage and Milestones dates and details in the screen as they occur.

• Solicitors - this information can be used when producing Letters
  • Vendors Solicitor
  • Purchaser
  • Purchasers Solicitor
  • Sales Agreed Price (prefilled from the Sent/Offers screen)
  • Mortgage Broker
  • Mortgage Provider

   

• Mortgage

  • Mortgage Form Submitted
  • Mortgage Valuation Booked
  • Mortgage Offer Received
  • Proof of Identity Received
  • Searches Submitted
  • Searches Received
  • Contract Signed by Vendor
  • Contract Signed by Purchaser

• Milestones Dates

  • Exchanged contracts date - if a date is added here. The Property will appear on portals with a status 'Sold Subject to Contract'

  • Completion date

    • When an offer for a Sales Property becomes accepted a Completion Date will automatically be calculated, this is based on a System Configuration of 'Default Estimated Completion Date After Accepted Offer (weeks)' which is defaulted to 12. This will only happen if a Completion Date hasn't already been entered or if the System Configuration option is set to 0.

    • The Completion Date can also be edited from the Progression tab on the Property Offer screen.

    • A Home Page Reminder of 'Properties With Estimated Completion Date Passed' provides a reminder of Properties that have an estimated Completion date which is now in the past.

Lettings Progression

Store the following information

• Lettings Progressor
• Landlords Solicitor
• Tenants Solicitor

Fields on the Property Progression screen are User definable and additional fields can be tailored for both Sales and Lettings