Purpose
The "Reservations" screen lists all reservations for your developments with the unit, the buyer, the status, the price, and the date. A reservation page follows the file from end to end: reservation contract, signature, down payment, payment schedule, finishes, buyer portal, and documents.
Every status change updates the relevant unit, in order that the availability grid always reflects the actual commercial situation.
Where to find it
- Development
- Reservations
Reservations are preferably created by using the "Reserve" button in the unit grid.
Steps
- From the unit, click on "Reserve", check the development, the unit, and the "Price", choose the "Buyer", and then indicate the "Down payment" and the "Conditions".
- Open the reservation and click on "Generate and send for signature" in order to send the reservation contract to the buyer.
- Click on "Down payment received" when the down payment has been paid.
- Click on "Confirm" if the reservation must become firm without waiting for the electronic signature, so that the unit status changes to reserved and the payment schedule is established.
- Click on "Deed signed" on the day of the authentic deed in order that the unit status changes to sold, or on "Cancel" if the buyer withdraws.
Good to know
- When all parties have signed the contract, the reservation is confirmed automatically during the daily processing, and the payment schedule is established.
- The cancellation also cancels the unpaid instalments and makes the unit available again.
- Sending for signature requires an email address for the buyer.