Fallen Over File

Fallen Over File
Date

DayMonthYear
Date
Agent Completing Form
Name
Your Email
example@barryplant.com.au
Second Agent Email
example@barryplant.com.au
Property Address
123 Smith Street, Narre Warre
Buyer Name/s
Reason for Fall Over:

Other
Have you provided accounts with Buyer's bank details for refund. * Refund does not occur if buyer has cooled off*
Sale Price $
Deposit Paid
Upload Decline Letter/ Conveyancer Communication COS at an end

Browse Files

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Upload Screenshot of Bank details

Browse Files

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Agent Notes
Admin to complete once file is submitted:

AGENTBOX:
1. GO INTO PROPERTY IN AGENTBOX SELECT OFFERS AND CONTRACT TAB
2. ENSURE YOU HAVE SELECTED THE CORRECT OFFER
3. PRESS THE RED FALLEN OVER BUTTON AT THE BOTTOM LEFT. ENSURE YOU PUT THE DATE OF FALL OVER, CHANGE STATUS TO AVAIABLE AND REASON IS 'SALE FELL THROUGH'
DASHBOARD
1. IN THE SALES TAB, FIND THE PROPERTY SALE AND DELETE THAT LINE SALES SPREASHEET
SALES SPREADSHEET
1. ADMIN>SALESTRACKING>SALESBOARD FIND THE SALE AND HIGHLIGHT THE WHOLE ROW IN RED. DO NOT DELETE IT FROM THIS SPREADSHEET.
PROPERTY FILE
1. IN THE SERVER, MOVE THE SALES FOLDER BACK INTO THE LIVE SECTION
2. CREATE A NEW FOLDER WITHIN THE CURRENT PROPERTY FOLDER AND RENAME TO 'FALLEN OVER SALE - PROPERTY ADDRESS - PURCHASERS NAME'
3. DRAG ALL THE DOCUMENT RELEVANT FOR THAT FALL OVER INTO THAT FOLDER. EG. SOLD AUTHORITY, CONTRACT, TRUST ACCOUNT RECEIPT, THIS FALLEN OVER PDF AND ANY EMAIL COMMUNICATION THAT HAS BEEN SAVED FOR THIS SALE.
4. OPEN THE SALE FILE NUMBER SPREADSHEET (LOCATED IN ADMIN>SALESTRACKING>
5. SCROLL TO THE BOTTOM, ALLOCATE NUMBER AND FILL IN REST OF DETAILS
6. NEXT ADD THAT NUMBER (EG#3141) TO AGENTBOX AS A NOTE EG FALLEN OVER SALE #3141 (PURCHASER NAME)
7. ADD THAT SAME NUMBER TO THE PROPERTY FOLDER NAME IN THE PROEPRTY SEVER. EG #3141 'FALLEN OVER SALE - PROPERTY ADDRESS - PURCHASERS NAME'
8. ONCE ACCOUNTS REFUND THE DEPOSIT, THIS PROPERTY FILE CAN NOW BE MOVED INTO THE ARCHIVED SECTION
Should be Empty: