Manage Sales Mandate Details

1. Click Admin on the Main Menu.

2. Click on Customer Files.

3. Select Sales on the menu heading.

4. Click on the File Name to open the file.

5. Customer File will open. Click on Mandate on the file tab ribbon bar.

6. Mandate screen will open.

7. To edit the details, click on Edit button.

8. The mandate is split into six (6) sections:

9. To confirm changes, click Save Changes button.

Overview of Mandate details sections

Select Mandate Type (mandatory), choose between: Sole Mandate, Dual/Open Mandate or Multilisting Mandate. All other fields are optional.

All fields in this section are optional. This section is to keep track of listing requirements.

For the total commission amount to populate under the commission, fill in the Owner Asking Price.

This section is to keep track of sale commission value and agent structure (optional). (see How to manage Commission & Fee Splits)

Optional: Load the Total Commission value and select between percentage base or fixed rate.
For the Total Commission Amount to populate, fill in the Owner Asking Price (under the Listing Details section).
Additional fees will be loaded under the landlord expenses as separate entries.

Optional: Add the Agent/s to file. Click Add Income Account, select from the Agents from the list. If required, repeat step to add multiple agents to the file.

Optional: To load or edit splits, click on the edit () button next to the agent/income account and adjust the percentage or fixed rate. Click save () button to set split. Repeat as required.

All fields in this section are optional. This section is to keep track of monthly costs of the property for a prospective buyer.

All fields in this section are optional. This section is to keep track of additional requests made by the seller.

All fields in this section are optional. This section is to keep track of mandate cancellations requests made by the landlord and/or agency.

Enable the Cancellation details: Tick the Mandate Cancelled field, then set the Cancellation Date and type in a cancellation reason.

Additional Articles:

Creating a Sales File

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