Zenu

Create a New Sale in Zenu Trust

Reprinting a Sales Trust Receipt

Moving a Sale to Unconditional

Sale Progress- Updating a Status

Once you receive confirmation that a sale has fallen through, you may be required to return part or full payment to the current purchaser

Marking a Sale Fallen

Attaching a Solicitor in Zenu Trust

Create a Sale Checklist

Printing a Front Sheet

Viewing all Transactions

Occasionally, you may be required to record a deposit in Zenu Trust when the associated listing does not exist in the Zenu CRM database

Creating a Manual Sales File

If you would like to invoice another agency for your share of commission

Commission for a Conjunctional Sale

Receipting funds in Zenu Trust for a sale that has already cooled off

Purchaser "cooled off"

When a contract is cancelled in the Zenu CRM, the Zenu Trust module should also reflect this update

Cancelling a contract that has been linked to Zenu Trust

What is found under each Menu Tab?

Updating an Address in Zenu CRM & Trust

How to verify vendor, purchaser & solicitor details in Zenu Trust to Zenu CRM

Cancelling a contract with funds held in Zenu Trust

If you have identified that a property in Zenu Trust has the incorrect spelling of a purchaser, vendor, or solicitor.

Clients name spelt incorrectly in Zenu Trust

Follow the process below when a property was linked to Zenu Trust with an incorrect purchaser

Incorrect purchaser attached in Zenu Trust

Once you receive confirmation that a sale has fallen through, you may have received funds on a second offer

Fallen Sale - Second offer

Working with Sales Files

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