Offers & Sales Progression
What to Do If a Customer Can’t Access Their Credas Link
Applies to: Credas link not working, email/SMS not received, expired or broken links, client unable to start AML process. ? Purpose To help users troubleshoot and resolve cases where customers are unable to open or use the Credas AML link sent ...
Troubleshooting Failed AML Checks (Credas)
Applies to: Incomplete identity verification, failed status in Credas, missing reports, unresponsive clients. ? Purpose To help users understand why a Credas AML check may fail and what steps to take to resolve it — including how to assist clients ...
Manage Sales Progression
In this guide, we will show you how to create and manage your sales progression chain. This guide will also include how to exchange and complete property. In order to go to the sales progression section, you must first have a property that's under ...
Changing the Status of a Property
In this guide, we will show you how to change the status of an offer. We will begin with a pending offer and then it will show you how to either reject or accept that offer. First, you must navigate to a property that already has a pending offer on ...
Rejecting an Offer
In this guide, I'll show you how to reject an offer on a property. You must have a pending offer on the system to be able to reject an offer. See our video guide for this guide here. See our guide on 'Recording an offer' to see how to create offers ...
Recording an Offer
In this guide we will show you how to record an offer on a property. You will be able to add any offer onto the property via the offer tab so you can contact the vendor and wait for their decision. To see a video guide on this, please see our guide ...
Accepting an Offer
This guide will take you through the process of accepting an offer on the system. This will cover accepting the current pending offer in the system and how to send emails and letters out to all parties. Please click here to see a video guide for ...