Purpose
The “Sales” screen tracks ongoing and completed sales. A sale is created automatically when an offer is accepted, including the unit, the “Buyer”, the “Seller”, and the “Agreed price”, although it can also be entered manually.
The actions on the line advance the sale from the “Agreement” to the “Deed” by recording the corresponding dates, which keeps the unit status and the transaction history up to date.
Where to find it
- Sales
- Sales
Steps
- For a sale entered manually, click on “New” in order to open the “New sale” form.
- Fill in the “Unit”, the “Seller”, the “Buyer”, the “Agreed price”, the “Commission rate (%)” or the “Fixed commission”, the “Notary”, and the “Notes”.
- When the agreement is signed, click on “Agreement signed”; the sale status changes to “Agreement” and the current date is recorded.
- Upon the signing of the deed, click on “Deed signed”; the sale status changes to “Deed” and the unit status changes to “Sold”.
- Click on “Sale file” in order to open the file containing the unit documents, which is created if it does not already exist.
Good to know
- The “Offers” column indicates the number of offers received for the unit of each sale.
- A sale that does not proceed can be classified as “Fallen through” or “Cancelled” by modifying its status.
- The sale record displays its offers, its sale files, and the anti-money laundering vigilance records of the parties.
- Sales at the agreement or deed stage serve as comparables for agency valuations.