Adding a new reservation - Pricing

Here we will take the pricing information relevant to the purchase. We will automatically list the asking price on this page for your reference, you'll just need to enter the agreed price. Should this be less than the asking price, this will automatically display the discount percentage and a reason will need to entered in the provided text box.

Next we will ask for the purchase method and whether the buyer is using cash, a mortgage or a Help to Buy Equity loan to purchase the property. Please be aware that depending on the selection here, the flow of steps in Finance will differ, for example for Help to Buy, a Property Information Form will need to be completed.

After the purchase method is selected you can choose to list the referrer name (sales negotiator) and the source of enquiry should you wish to. To complete this step, simply click 'Save & next'.



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