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Chris Horroll

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Articles

Recent activity by Chris Horroll

  • Submitting and tracking CRM Support tickets

    Should you have a support query and need to submit a support ticket, you can do this from within the CRM, or, from the Help Centre. Whichever route you choose, please provide as much detailed info...

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  • Submitting and tracking Yourkeys Support tickets

    Should you have a support query and need to submit a support ticket, you can do this from within Yourkeys, or, from the Help Centre. Whichever route you choose, please provide as much detailed inf...

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  • Development Settings: Edit Development - Overview

    In the Overview section of your development's settings, you can set the core details such as the Development Name, Address and Development completion date. This will be populated onto legal docume...

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  • Will my reservation save if I navigate away from the page?

    If you are mid-way through a reservation but cannot continue it at that time, Yourkeys will save certain information for you. The progress of your reservation will be saved, however, the Sales Pro...

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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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  • 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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  • 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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  • 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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  • 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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  • My Reservation - Proof of Funds Details - Proceeds from the Sale of investments

    If you have allocated part of the total funds as Proceeds of Sale investments, we will ask you to upload a copy of a bank statement showing the amount being contributed. To upload proof of savings...

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