Offer Received Checklist PN:

NOTES
Property address:

Full name(s) purchaser(s)

Purchaser full address

Purchaser contact
number(s) and email
addresses

£ Date: Send LTR 038 Date:

Offer Received 1
If offer rejected Send LTR 053 Date:

£ Date: Send LTR 038 Date:

Offer Received 2
If offer rejected Send LTR 053 Date:

£ Date: Send LTR 038 Date:

Offer Received 3
If offer rejected Send LTR 053 Date:

£ Date: Send LTR 038 Date:

Offer Received 4
If offer rejected Send LTR 053 Date:

£ Date: Send LTR 038 Date:

Offer Received 5
If offer rejected Send LTR 053 Date:

CASH/Mortgage? Details of deposit and/or chain details

Proof of funds received

Date copy taken:
(inc. deposit)

Make sure this is taken for all

Purchaser ID received Photo ID Date: Address ID Date:
purchasers
IF OFFER IS ACCEPTED
Send letter 050 Date:

Purchaser solicitors
details

Full name(s) vendor(s)

Vendor full address

Vendor contact
number(s) and email
addresses

Vendor solicitor details

Date sent:
Once all above received
issue Memo of Sale (055)

Add offer form and above info to the Sales Progression Folders. Leave the rest of the file in the filing cabinet.
Completed by:

MAKE SURE ALL LETTERS ARE PROOF READ AND SECTIONS DELETED IF NOT APPLICABLE