Property Sale Guides
Admin Dashboard - Sales Reports
1. Click Admin on the Main Menu. 2. Click on Dashboards. 3. Dashboards screen will open. 4. Under the "Sales Reports" section, click on the dashboard report button to open. The following reports and widgets are available: Sales Offers Sales Transfers
Manage & Archive Sale Files
Video - PropWorx© 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Sale on the menu heading. 4. Tick file from File List and click Manage File button. 5. Manage file screen will open. 6. Users have the flexibility to proceed ...
Manage Buyers / Purchaser Profile
Buyer will automatically be added if the contact was loaded as an Offeror under the offer tab. If the offer status is flagged accepted and the copy record to transfer is processed. 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. ...
Manage Seller Profile
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 Sellers on the file tab ribbon bar. 6. Sellers tab screen will open. ...
Sales Reports: Sales Offers Report
Video - PropWorx© Sales Offers report will show all offers that have been loaded to the sales files. 1. Click Admin on the Main Menu. 2. Click on Reports. 3. Click on Reports on the sub-menu. 4. Reports screen will open. 5. Click on Sales on the main ...
Sales Reports: Sales Transfer Process
Video - PropWorx© A Sales Transfer report will show all sales where a transfer process has commenced. 1. Click Admin on the Main Menu. 2. Click on Reports. 3. Click on Reports on the sub-menu. 4. Reports screen will open. 5. Click on Sales on the ...
Service Providers: Bond Originator
1. Click Admin on the Main Menu. 2. Click on Contacts. 3. Select Service Providers from the menu heading. 4. Service Providers List will open. Add a Service Provider 1. To add a service provider to the list, click on the Add Service Provider button. ...
Manage Sale Transfer Details
Some details will automatically be added if loaded as the offer tab. If the offer status is flagged accepted and the copy record to transfer is processed. 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Sales on the menu ...
Manage Offers and Offerors
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 Offers on the file tab ribbon bar. 6. Offer screen will open. Add an ...
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 ...
Creating a Sales File
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Sales on the menu heading. 4. Click on Add Sale File button. 5. Create New File Screen will open. Sale File Creation screen is split into six (6) sections: You can create the file ...