1. Updating the property status
When a property has been exchanged, the status of this property should be updated to Contracts exchanged. Please find below guidance on how to do this:
Go to Sales properties > View sales progression
Locate the relevant property
Within the Property status column, expand the dropdown and select Contracts exchanged
A confirmation prompt will appear asking the user to confirm this selection - select Yes to continue or No to cancel the action
2. Actual exchange date
When a user changes the status of a property is set to Contracts exchanged, the system will automatically set the Actual exchange date.
To view the actual exchange date, please follow the steps listed below:
Go to Sales properties > View sales progression
Locate the relevant property
Look at the date showing within the Exchange date column
Note: The Actual exchange date field is editable to users with access levels 0 or 1. As mentioned above, this date is set as the date on which the property status was changed to Contracts exchanged.