Agents can now review the offers and select the successful purchaser. The new form EF157 Notice of Offer to Purchase - which is used to collect details of potential buyers on a property (could be multiple potential buyers for a single property).
Please note: this feature is exclusive to EF157 Notice of Offer to Purchase.
📝 Pull details from a completed EF157 Notice of Offer into a contract with Merge Forms:
- Navigate to the
Merge Formtab in the sidebar.
Merge Formtab will be displayed if a form is in draft and the template will display a
Search for a completed EF157 Notice of Offer forms with the same Premises address as the contract.
- a form with a matching property id will be highlighted and show
Yes, Merge Formbutton to import data from the completed EF157 into the contract.
- existing form values will be saved before merging selected form
Finishto return to the initial search screen.
- Any fields completed in the EF157 are to be completed in the contract.
- Field names are standard between the two documents.