Buyer Case Tools Bar

Chris Horroll
Chris Horroll
  • Updated

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To the right-hand side of your summary page, there is a sidebar with icons displayed. This is your Case Tools menu. Simply click on an icon to open up the full menu.

This article includes: 

Purchase Details

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The Purchase Details tab is where you'll be able to see an overview of all the purchase information for the sale in one place. This includes:

  • The property information
  • Your information 
  • The financial incentives listed

The seller will also have access to this page, so everyone can see a concise, clear overview of the purchase details at any time.

Stakeholders

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The Stakeholders tab is where you can find all of your stakeholder information in one place. If you click on the relevant stakeholder, their contact details will be revealed for you to use. The seller will also have access to this from their portal too.

Document Store

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The Document Store tab is where you can view and download all files which have been added during the purchase. These are laid out by the type of document, but you also have the ability to bulk download all documents.

Using the Shared store allows both buyers and sellers to add files to view and download.

 Did you know?

The Consumer Code is now available as a .pdf for Buyers within the Reservation section of the Document Store in the Sidebar