1. Setting, modifying, or removing a closing date
Users can set, modify or remove the closing date of a sales property via the property record or the property overview page.
1.1 Property record
Go to Sales properties > View available properties
Locate the relevant property
Select the property address within the Address column
Open the Details tab
Locate and populate the Closing date field
To clear the closing date, click on the red cross icon
Select Update property
1.2 Property Overview
The closing date can also be updated in the Property overview, which automatically updates the property record, and vice versa. To update via the Property overview, select the No closing date set button, shown below.
2. Sending closing date emails to solicitors
Once a closing date has been set, an email icon will be displayed to the right of the date. To send this email to solicitors, click on the email icon.
The generated email will pull the lawyers' email addresses for all active buyers, with the date stamped in the Note of Interest column, into the BCC field.
In cases where a buyer has noted interest in the property but either lacks a lawyer or their lawyer does not have an email address, an advisory message will pop up when the email icon is clicked,
Clicking Continue will allow you to proceed with the email generation.