This guide offers a straightforward walk-through for adding solicitors to property records, via the Progression and the Chain. By following these steps, users can efficiently manage their property records and maintain accurate information, which is crucial for smooth dealings. Whether you're a real estate professional or a homeowner, this guide simplifies the process, saving you time and reducing potential errors.
Alert: Alert! To add a solicitor for Purchaser you must have at least an offer marked as Pending or Under Offer. Otherwise you add as a Contact to the Applicant record.
1. Navigate to the Property Record.
Vendor Solicitor
2. If the Vendor Solicitor has been instructed. Click here to mark that the Solicitor has been instructed and the the date instructed.
3. Click the "Instructed Date" field and set as required.
4. Click Solicitor and select from your pre set solicitors.
5. Click here to pick the Solicitor contact.
6. If the contact is not in the list click the + and add the new contact.
Click and add all the required information.
Click "Add Contact"
7. If the Solicitor practice is not in your CRM click "Add Solicitor"
8. Click the "Company Name" field and continue to complete all the information..
9. Click "Add Solicitor"
Adding Purchasers Solicitor
Once there has been an offer made that is Pending or Under offer then the Solicitors for the Purchaser can be added to the Progression Chain. Before this they can be added as a Contact in the Purchasers 'Applicant' record.
11. Click "Offers"
12. Click here.
13. Click "Chain"
14. If it is a Solicitor that has been used before click here. Type the name and select from the drop down list.
15. Click here to select the Solicitor Contact. If the Contact isn't in the list, click the + and add the new details.
16. If it is a new solicitor practice click "Add Solicitor"
17. Click the "Company Name" field. and continue to complete all the fields you have information for.
18. Click "Add Solicitor"
19. Click here to add a new Contact.
Click the "Forename" field and continue to complete all the fields.
Click "Add Contact"
