Offers & Sales Progression

Introduction

Expert Agent has very clever and very comprehensive offer and sales progression tools.

You'll use them to record offers along with all of their associated information (solicitors, financial services providers etc), process your offer workflow (letters, emails, board changes, updating portals and websites etc) and then progressing them through to completion (or fall-through / cancellation) via events, chase-ups, reminders, target dates etc.

We allow for the difference between the way offers are processed in England & Wales and the way Notes of Interest and Offers are processed in Scotland.

With the launch of Expert Agent Touch in September 2014, we have added a Visual Sales Progression Tool and a Visual Chain tool to allow you to progress complex chains as one entity rather than separate unconnected offers.

This module covers everything you need to know about Offers, Notes of Interest (Scotland Only) and Sales Progression.

It all starts by making an offer! (or recording a Note of Interest)

More:

Making an Offer

Recording a Note of Interest (Scotland)

Using the Offers system

Working with Offers

         Setting up Visual Sales & Chain Progression

          Confirming your Offer

          Accepting an Offer

          Changing the Offer Amount

          Sales Progression

          Exchange & Invoice

          Mark as Complete

          Property Invoices

         Accounting for Sales Properties

What is the difference between Cancel Sale and Refuse Offer?