What do I do when contracts have been exchanged?

  1. Locate the offer either through the applicant, the property or the 'Pipeline' list under the 'Sales' tab
  2. Click on the offer price to edit the offer
  3. Change the status of the offer to Contracts Exchanged
  4. Set the completion date to the date agreed by the vendor and purchaser
  5. Save the offer

The offer will now be removed from the pipeline and will appear on the Sold Properties report

More help: Sales