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Help Centre
Help Centre · Topic
Contracts & exchange
Offers, sales advice, exchange and settlement.
Guided processes
Guided process · Contracts & exchange
Exchanging contracts
From an accepted offer to exchanged contracts and settlement booked.
Answers
Answer · Contracts & exchange · AgentBox
Where do I record an accepted offer?
On the listing's Offers tab in AgentBox — not as a contact note.
Answer · Contracts & exchange · AgentBox
How should buyer names be entered?
Full legal names for every buyer, exactly as they'll appear on the contract.
Answer · Contracts & exchange
Who prepares the authority to exchange?
Agent Services, from your sales advice. It is sent to the vendor for approval.