How do I create a Memorandum of Sale?

  1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
  2. Click on the 'Documents' tab
  3. Select Offer Acceptance Letter (or applicable letter) from the drop down list and save it
  4. The document will appear in the list.

Click on the document name to edit the document or the 'Preview' icon to create a printable version.

More help: Sales