Add/Manage Sales
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#The text in the yellow column is an example of how you should enter information.

On the top navigation bar, select the Sales tab to view details on the sales that you and your office(s) have created. You have the ability to sort the view using the column header that are hightlighted in blue. You are able to search on the address, suburb and deal code. The deal name may consist of the individuals that are involved in the sale, these are the buyers and sellers.You are able to view a sale at any status:

Draft - The initial step in the creation of sale, the date record is the date that the sale was created.

Suspensive -  A sale may have this status for as long as certain conditions have not been met for the sale to move on the next staus.

Final - A sale will move to this status when all require information is filled out and there is no outstanding details and/or amounts that are due.

Closed - A sale will be closed once a transfer happens, the creator of the record or Head office administrator have access to make the transfer.

Cancelled - This is when a deal has been cancelled, there is recorded under the status history.

 

 

 

Sale date

The date that identifies the date the property was sold.

21/07/2008

Sale price

The price that has been agreed on for the sale to be completed.

1,150,000.00

Office

The office that handled the sale of the property.

Ferndale

Expected transfer date

The date that the bond institution will transfer ownership of the property to the bond holder.

19/01/2012

Deal number

This is the deal code or number that is generated by RT3 when a sale is created on RT3.

GFE0041

Status

This is where the different status' that the sale goes through until closed or cancelled are displayed.

Closed

 

 

Property

The property that is being sold, the details are displayed here. As displayed earlier under add/manage property this is how you will be able to view the property details

 

 

External agencies

These are the amounts that external agencies are entitled to receive at the close of a sale. this may not always be the case, some deals do not use external agencies.

Internal referrals

These are the amounts that internal referrals are entitled to receive at the close of a sale. There may not have been referrals so then these fees will not apply.

Agent

The agent(s) that were involved in the sale, the details of their commission and the amounts the office are entitled.

 

Seller

The names of the individual that owned the property that was sold, their contact details and the client type the fall under.

David Arnold, Sarette Slabber

Buyer

The names of the individual that bought the property, their contact details and the client type the fall under.

David Lewis, SarahJane Talbot

RT2 bond attorney

The details of the bond attorney are keep in this section of the sales record, contact details and place off work.

Smit Jones and tratt

 

Bond amount required

The bond amount that buyer has applied for.  

R1,150,000

Bond expirey date

The date the bond will expire

08/08/2008

Application

The date the bond application was submitted.

21/07/2008

Approved

If a bond is successful it is marked as "Approved"

.

Selected

If the purchaser decides to accept that bond it is marked as "Selected". In the case where Rawson Finance will apply to more than one bank on behalf of the purchaser. The purchaser can then decide which financial institution they wish to accept the bond from. 

Yes

Amount

The Bond amount that was either approved or selected.

R1,150,000

 

 

Deposit amount

The initial amount of money that is required to start the transaction.

115000

Held by

 The organisation that is holding the deposit.

Rawson Properties, Other Agency, Conveyancer

Due date

 The date the deposit amount is due.

.

Paid on

 The date the deposit was paid.

.

 

Comments

Enter any information about the sale that maybe important but did not have a set place fro representation. 


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