Estate Agent Pro Enterprise

Sales/Rent Status Screen

Sales/Rent Status Screen

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Sales/Rent Status Screen

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Displays either the Sales or Rental Status Screen for the current property where the property's status can be changed and details relating to the sale can be recorded. The example shown is for a sale. The Status of a property is changed here.

Sales Status Screen Sales Status Screen - Information Tab

 

Sales/Rent Status Screen

 

Complete the areas of the screen as follows:

 

Purchaser

Select the purchaser by clicking on the Drop Down Button button.

Purchaser Status

The status of the purchaser. These statuses are configurable by your system administrator. The status can be changed here.

Vendor Status

The status of the vendor if he is also an applicant. These statuses are configurable by your system administrator. The status can be changed here.

Details

Enter the new Asking Price, Agreed Price and Property Status as applicable.

Vendor Dates

Dates connected with the vendor are entered here.

Property Dates

Dates, and other details connected with the property are entered here.

Invoice

If you wish to use your own references these can be entered here and also the date when your invoice was paid.

Special Conditions

These will appear on the Memorandum of Sale.

Fixtures and Fittings

These will appear on the Memorandum of Sale.

Info Notes

Any other relevant notes can be recorded here.

 

Ribbon Bar Ribbon Bar

 

The following buttons are available on the ribbon bar:

 

Ribbon Bar

 



Sakes Memo Button

Generates a Memorandum of Sale which can be printed. If a property has additional vendors, a separate Memorandum of Sale will be generated for each one.

Email Memo Button

Emails the Memorandum of Sale to selectable addressees using the Email Screen. When sent this document is automatically saved and is accessible by clicking on the Draft & Sent Letters button on the Properties Screen. This button will be disabled if the vendor does not have a solicitor or the vendor's solicitor does not have an email address. If standard letters have been defined with the word memorandum in the description these letters will be used and will be merged as normal. If not, some default text will be entered, which can be changed when sending.

New Communication Button

Opens the Communications Screen where you can send predefined letters by either text, email or post. All letters sent are saved and are accessible by clicking on the Draft & Sent Letters button on the properties screen. See the Customer Communications Screen for more information.

Contacts Button

Displays a list of all contact details for this client including those of the purchaser (if applicable) and his solicitor if relevant. There are also tabs on the screen for sales chasing, central notes and chain flow.

 

See the Contacts Screen for more information.

Save Button

Validates entries made and if information entered is correct, saves the changes and closes this screen,

Cancel Button

Closes this screen discarding any changes made.

Chain Flow Button

The up and down chains can be recorded here for properties under offer and sale agreed. The current property and the purchaser are automatically added.

 

See the Chain Flow Screen for more information.

Purchaser Button

Opens the purchaser's client details. This includes the ability to add contact details.

 

See the Client's Screen for more information.

Vendor Button

Opens the vendor's client details. This includes the ability to add contact details.

 

See the Client's Screen for more information.

 

Information on the other tabs on the Sales/Rent Status Screen is available here:

 

Sales Chasing Tab

Central Notes Tab