Once a property has an active sales offer on it you will see the Manage Offer tab from the sales offer page. This tab gives you full oversight of each step required to complete the Buyer Ready process and proceed with the offer, and should be used as your central point of tracking the offer status.

Here you will see a breakdown of the workflow steps for proceeding with an offer as well as a tracker to see how much progress has been made.

The sales offer workflow has 4 default steps to work through however the order of these steps can be changed and you can create custom steps to include in the workflow from your workflow settings.

For more information on this, see our Workflows (Settings) help article.

Within the proof of funds step you can complete the necessary Buyer Ready details for the applicant's proof of funds including whether they are using a mortgage, mortgage status, proof of deposit and more.

For more information, see our Buyer Ready help article.

If you have the either the Landmark or Smart Compliance integration enabled you will have the option to complete the AML checks from within the Compliance Checks step.

This follows the normal AML check process so for more information see our Landmark AML Checks and Smart Compliance Checks help articles.

In the buyer's solicitor you can add the details of their solicitor, if not already added. For this you will need to select from the list of solicitors and firms in your network. If their solicitor / firm does not exist, you can easily create a new on from here.

For more information, see our Solicitors help article.

The vendor's solicitor step works identically to the buyer's solicitor step. In most cases you will already have the buyer's solicitor details already added and this will simply show as complete however you can always edit / remove this if needed.

It's worth noting that if you have the Buyer Ready feature enabled, buyers can submit their own proof of funds, AML and solicitor information from their Street App. For more information on how buyers can do this Buyer Ready (App) help article.

Once the relevant checks are done you can submit the offer to the vendor and mark as accepted / rejected as required. For more information see our Accepting a Sales Offer help article.