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 5 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 and you may see more or less steps, depending on how the workflow settings have been set up. 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.

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

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.

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

From here you can update the status to SSTC or under offer, continue marketing the property as 'for sale' on the portals, you can tick the 'Continue marketing the property' checkbox.You can also cancel all upcoming viewings, sending automated emails to the vendor and applicants informing them.

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. 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.

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