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Updating Timeline Status to Under Offer

Moving a property to Under Offer, Under Contract or Sold requires contract information

Updated over 8 months ago

When you have received an offer on a property you can update the timeline status from On Market to "Under Offer" or "Under Contract"

Add the purchaser (s) linked to the sale. If the purchaser is found in your database you can link the existing purchaser to this contract.

Enter in as much information as you have available

Enter the commission % charged to the Vendor. Or you can simply add an "agreed" amount

Enter any deductions/fees you would like taken off BEFORE the split with agents figures.

Please note deductions/fees can also be entered in the Zenu Trust module at a later stage

If you are using the Zenu Trust module, these deductions and all totals will feed through to the commission page.

Enter the agents split (the amount the agent will be paid) and the % of sale (the amount the agent is "recognised" for).

Please note the % of sale (recognition) must total 100%

Save the Record.

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