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Stef Aitken

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Articles

Recent activity by Stef Aitken
  • Reservation Side Panel

    The Reservation Side Panel is a sidebar menu displayed to the right-hand side of your summary page. To access the full menu, click on an icon and the display will pull out showing more information...

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  • Adding a new reservation - Supporting Information

    In the Supporting Information step, we will ask you to add any notes and documents that are relevant to the reservation. Any details provided here will also be viewable in the Notes section of the...

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  • Unit Transfer guide

    The Unit Transfer tab can be used if the buyer has decided they wish to transfer their purchase to another unit. You will receive a warning message before continuing so this can never be done in e...

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  • Property Reserved: UK Finance (DOI) form

    The UK Finance (DOI) form is only applicable if the buyer is using a mortgage to purchase the property. This step can be completed once the property is reserved. The details taken at onboarding fo...

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  • Property Reserved - Property Information form

    If you have selected to complete the Property Information form, this will be the final step once the reservation is complete. We will automatically give you the details of the local Help to Buy ag...

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  • Property Reserved - Upgrades, Extras & Choices

    After the reservation is complete, you can choose to select any applicable upgrades, extras and/or choices. You will be able to choose whether you want to select them from your list, upload a .pdf...

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  • Property Reserved - Amend Reservation

    Amendments can be made on completed reservations, and we make it very easy to fix any errors. To amend the reservation: Click on the three dots beside the completed reservation Click Review & edi...

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  • Adding a new reservation - Remote Reservation Buyer Steps

    If the Buyer has yet to complete part or all of their reservation step remotely, the property will remain tentatively reserved. The buyer will be sent an email to log in and complete the remaining...

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  • Adding a new reservation - Confirmation

    Once all of the steps have been fulfilled, a banner will appear at the top of the page asking you to confirm your reservation. Make sure you are happy with the information listed as once confirme...

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  • Adding a new reservation - Review & Sign

    Once all of the previous reservation steps have been completed, your next step is to Review & Sign. You should use this screen as a fact-checker to review and amend any details before signing the ...

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