Notes of Interest

A note of interest is a formal way for a potential buyer's solicitor to inform a seller's agent of their interest in a property, ensuring they are notified if a closing date for offers is set. It is a non-binding signal that the buyer wants the opportunity to make an offer but does not commit them to doing so. The value is that the buyer will be alerted if a closing date is established and can then decide whether to submit a formal offer.

Head to the property page and click create > Note of Interest.

From here you can select the applicant you need as well as the solicitor details. This will add their details to the property's notes of interest table.

From the property page click the 'Notes of Interest' tab below the property images and details.

Here you will see a list of all notes of interest as well as their status.

From the Notes of Interest tab you can set the closing date.

With the closing date set, you can notify the applicant and / or solicitor via email by ticking the necessary notes of interest and clicking the 'email' button.

Here you will see a pre-set template for 'closing date' or choose from your own Correspondence Templates if you have them set to 'relates to notes of interest'.

Alternatively you can mark as notified manually from the three dot menu on the right hand side.

To withdraw a note of interest, click the three dot menu on the right hand side and select withdraw.

You can then show withdrawn notes of interest by clicking 'filters' and ticking the 'show withdrawn' toggle.

If you need to reactivate a note of interest, click the three dot menu again > 'mark as active'.