How to archive a vendor / buyer

Can I archive / delete a buyer or vendor from a transaction?

Prior to archiving a vendor or buyer from a transaction, you may wish to contact your Money Laundering Officer to check if you need to retain any documentation for the vendor / buyer for at least 5 years for HMRC Purposes. 

You can archive a client by clicking on the three dots to the left hand side of the vendor or buyer's name on the Transaction overview page of the transaction. Click on the archive button, choose the reason and confirm. The client will then be archived.

• Please note that this action cannot be undone

All clients except the "lead" Vendor of a transaction, or a client with an active Conveyancing case, can be archived. The lead vendor will be notated with the Star symbol and there will be no Archive Client button beside their name.

If you need to archive the lead vendor (vendor with the star) the whole transaction will need to be archived. Archiving the whole transaction and lead vendor can be done by contacting iamproperty. Email Product Support and include client name, email address and transaction address.

If you need to archive a client (other than Lead Vendor) and there is no archive button next to their name, it may be there is an active conveyancing case. This will need to be closed before the client can be archived. Please speak with the movebutler enquiries team or your Onboarding Specialist about the conveyancing case. 

Below is a short video showcasing how to archive a buyer from a transaction

How to find the transaction overview page