In order to update a buyer's contact details, or other additional details, click Options > Update on the buyer overview.
You can update this person's contact details.
- Phone number(s)
- Email address(es)
If the buyer is already receiving independent financial advice, or if they have been referred to an internal financial advisor, you can record that advisor's name.
if a mortgage application is already is progress, or has been approved, you may record the lender's name.
This is a checkbox which you can use to indicate whether you have collected and verified the buyer's photographic ID in line with money-laundering legislation.
The actual photographic ID is not uploaded or attached via this form. You can scan and attach it as a file via the Documents & Files menu.
If known at this stage, the name of the solicitor practice dealing with the buyer's property purchase may be recoded. Select the solicitor practice from the list if it exists, or simply type the new practice name and click Add...
Full solicitor practice details (address, email, phone, etc.) may be maintained via Settings > Agency Settings > Solicitors.
Rather than just dealing with a particular solicitor practice, an individual solicitor will be the main contact for this purchase, particularly in larger practices.
The solicitor contacts menu will show solicitors belonging to the practice selected in the preceding menu. Select the solicitor contact from this list if they exist, or simply type the new contact name and click Add...
Full solicitor contact details may be maintained via Settings > Agency Settings > Solicitors.