In order to send out a Sales Memorandum you will need to add an offer onto the relevant Listing record - see Adding an Offer to a Listing.
The Sales Memorandum will automatically populate the information added into your Offer. To send your Sales Memorandum:
- Go to the relevant Listing record
- Click on the Legal Tab
- Hover over the offer and click the drop-down arrow
- Select Send Sales Memorandum;
You can then choose to add Memorandum Notes, select to hide/show Vendor Solicitor and Purchaser Solicitor Details, Download the Memo and an option to Choose a Template. - Finally, click Send
Please Note: If a Contact record has no valid phone number / email / address - the Sales Memorandum will flag this for your attention. For example:
Rex also allows you to choose which vendor details you would like to include in the Sales Memorandum.
If the checkbox for 'Use Vendor legal details on Legal tab' is ticked, the system will pull the details you input from this section of the listing record:
If the checkbox is unticked, the system will pull the details indicated on the Vendor/s contact record/s that are linked as related contact/s against the listing:
This will also allow you to choose what vendor details you specifically want to exclude/include on the Sales Memo:
Lastly, unticking the checkbox for 'Use Vendor legal details on Legal tab' separates the line item for each vendor if you have multiple vendors linked to the listing record:
Important Note: The email template attached will be sent to any recipients ticked to receive the sales memorandum.