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