F2F - Adding a new reservation - Review & Sign

Once you have completed all of the prior reservation steps, you will be brought to the 'Review & Sign' step. This is a "fact check" screen for you to review and amend any details before you continue to sign the documentation with the buyer(s). If you do need to change the information, simply click 'edit' next to the relevant section, we'll guide you to any affected steps that also need updating. Note if the buyer(s) completed an ID Check, the details in this step will not be editable. By clicking the blue download icons you can see a preview of the documentation you'll next be signing, and these will regenerate with any edits you have made but will have a preview text watermark. The documents you will sign are to follow once the details are reviewed and confirmed. Once you are happy with all of the details, ensure you tick the box confirming you have reviewed the details and then click 'Save & next' at the bottom of the screen. Should you need to amend details after you have completed the reservation steps, you can do this also, please find a guide on this here

If the buyer completed their proof of funds as part of the reservation, they'll firstly be asked to confirm these details with a signed declaration form. You can either choose to sign this online with a digital signature, or print and sign with a wet signature to then upload back into the platform. We'll confirm the online signature or successful upload with you. This form will be sent to the chosen conveyancer when the reservation is fully completed, and is also accessible to you in your Document Store in the sidebar.

Next will be the reservation agreement. The primary buyer will represent all of the other buyers (if applicable) when signing the reservation agreement. You and the primary buyer will be prompted to sign the agreement and can choose if you would like to sign digitally online or print and sign with a wet signature. Please be aware if this is a Help to Buy purchase, then due to their guidelines, only a wet signature can be used.

In the case of uploading the Reservation Agreement with a wet signature, the file upload box supports the uploading of multiple documents at once. Simply click the upload file(s) box and select all the files you wish to include in your file browser by dragging over all the appropriate ones, and confirm. You'll then see them all populate as thumbnails with progress bars and once they're all completed you can confirm to commit them to the reservation journey and be added to the document set (also viewable within the sidebar).

With the online signing method, we'll confirm we've received the digital signature or the document upload with you, you can then click 'Save & next to complete this step.

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