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Solicitors within a Sale

This article will cover how to add or edit a solicitors within a Sale environment.

Natalie Woodward avatar
Written by Natalie Woodward
Updated over 3 months ago

It's important to remember you will need to have added the Solicitor Firm/Solicitor prior to this page. For information on how to do this click here.

Adding solicitor at Offer stage

Within the Sales offer under Vendor and Applicant, you will see the option to '+ Solicitor'.

Adding solicitor at Sale stage

  • Changing solicitor on a sale (solicitor needs to be in the system already using steps above)

  • Click arrows next to vendor/applicant

  • Click Edit and add the new solicitors info.

  • If a sales memo has already been created, this will need to be updated using the drop down (see below)

  • To edit a solicitors information;

  • Head to settings > under branch settings click "solicitors"

  • Click the solicitor firm or individual solicitor you would like to update

  • Change the relevant information and save.

This will update the solicitors contact information on all active sales.

If you have a solicitor that you no longer use, we would suggest creating a solicitors firm called, "Solicitor no longer in use" and then move the solicitor to this firm.

Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!

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