Once a property has an active sales offer on it you will see the Manage Offer tab from the sales offer page. You'll find it as the last tab on the offer, after Overview, Activities, Chain and Tasks. 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 5 default steps to work through: Relay Offer to Vendor, Proof of Funds, Compliance Check (AML), Buyer's Solicitor and Vendor's Solicitor, followed by the Accept Sales Offer action at the end.

The order of these steps can be changed, and you can create custom steps from your workflow settings, so you may see more or fewer steps depending on how your workflow has been set up. You can jump straight to the settings with the Edit workflow button on the page. For more information on this, see our Workflows (Settings) help article.

From your workflow settings, any step can be marked as a mandatory step. Mandatory steps are marked with an asterisk and must be completed before you can accept the offer.

By default, no steps are mandatory. A step only becomes mandatory once it has been marked as mandatory in your workflow settings.

The relay to vendor option allows you to email the offer to the vendor, using the notification preference 'sales offer put to vendor'.

Click Relay to Vendor and you'll see a preview of what the vendor will see (offer price, buying position, financial position and additional information). Click Yes, relay to vendor to send it. The step completes once the offer has been relayed.

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.

Click Add new to add proof of funds, or Review to check what's been submitted. The step is complete once the latest proof of funds has been accepted.
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For more information, see our Buyer Ready help article.

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

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

Users with permission to manually mark AML as complete can do this from the step. You can also mark the step as Not Required, and we recommend adding a note and any supporting documents for your records.

In the buyer's solicitor section, 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 create a new one from here using Create New Solicitor Firm or Create New Solicitor. Once added, you can use Edit Solicitor or Remove Solicitor to make changes.

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 vendor's solicitor details added from the instruction, so this will simply show as complete, however you can always edit them 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.

When you are ready you can click the 'accept sales offer' button to complete the process.

This opens the Mark offer as accepted window. Confirming will notify the buyer and seller. From here you can:

If you have the Partner Platform integration setup and haven't already referred the applicant or vendor to one of your mortgage brokers via the Partner Platform, you will be prompted to do this at this stage. You'll see Buyer Referral and Seller Referral tabs. Click Create Referral to send one, or choose a reason if you're not referring (Not Discussed, Future Opportunity or Refused Referral). For more information, see our Partner Platform help article.

Finally, if you have the 'Enable Auto Sales Memo Send' feature enabled in your company settings, you will see a 'continue' button instead of 'confirm' button when accepting the offer.

Clicking continue will give you the option to generate and send the sales memorandum at the same point of accepting the offer. This process works the same as the normal process of generating the sales memo from the sales progression page, requiring solicitors and correspondence address for both parties, and is useful to ensure the sales memo is sent on time.

You can then choose who receives the memorandum: Vendor, Points of Contact, Vendor's Solicitor, Buyer and Buyer's Solicitor. Anyone without an email address can't be selected.

For more information see our Accepting a Sales Offer help article.