F2F - Adding a new reservation - Finance (Mortgage/Help to Buy/Cash): Proof of Funds Details

Once the proof of funds total has been entered and matches the agreed price, the next step is to enter additional details for each fund selected. This step can either be completed later by the buyer on their own platform, (simply click 'Buyer to complete later' in the top right) or skipped entirely for the buyer to complete offline (click on 'skip for this reservation'). As well as this, the buyer is also able to skip this step entirely from their own platform.

You'll see each fund is listed with the status of 'Pending' and has a 'Start' button to the right hand side. To begin adding additional details to that source of funds, simply click 'Start' next to the relevant fund and further questions will be asked regarding it. You will also be asked to provide and upload proof of each fund, for example three months worth of bank statements for Savings.

For a detailed explanation on how to complete the individual funds listed here, search for 'Proof of Funds Details' in our dedicated developer/seller FAQs here.

When the step is completed, you'll be automatically brought back to the full list of funds. You'll also see the status will change from 'Pending' to 'Completed'. You can still select 'Buyer to complete later' mid-way through completing these fund details, in this case the buyer will need to complete the remaining funds on their own platform or skip entirely to handle offline with their conveyancer/Independent Financial Adviser. 

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