Open the property and offer
Navigate to the property and find the relevant offer.Generate your Memo of Sale
Select Generate Letter, choose the appropriate Memo of Sale template from the dropdown menu and click Generate. Check that the vendor and applicant details are correct before confirming.Review the document
Use View Merged Data to check the completed letter, then select Send Email. CRM will convert the document into a PDF attachment.Prepare your email
Select the recipient from your contacts list, such as Sales Applicant. Choose your company's email template, if available, and enter the email subject.Send and repeat
Click Send Email. Repeat the process for each additional recipient who needs a copy of the Memo of Sale.
Watch the walkthrough
Good to know
- Check before sending: Use View Merged Data to confirm that the information in your Memo of Sale is correct.
- Preview attachments: Use the paperclip icon to view attachments and the eye icon to preview the document.
- Email templates: Available templates are created by your company and may vary.
- Multiple recipients: When using the individual MOS process, repeat the steps for each recipient who requires the document.