Creating a Memorandum of Sale

Modified on Wed, 18 Jan, 2023 at 9:11 AM

This page describes how to create a Memorandum of Sale document for an agreed property sale. 


Follow the instructions below to create your Memorandum of Sale document:


  1. Go to your Under Offer Property File in Loop
  2. Click on the 'Sales' tab
  3. Click on the green accepted offer. The sales sheet will open
  4. Click on the documents tab across the top of the sales sheet
  5. Click on the Dropdown and choose Memorandum of Sale
  6. Then press the 'Create' button
  7. You will now see your draft document with the buyer, seller, solicitor, and offer information already pulled through. Edit what you need to then click 'Preview' to see what your document will look like before you generate
  8. Once happy, click the 'Download' button to generate your document


Your document will automatically be saved in the property file and your Downloads file on your computer which makes it easy to attach to an email.




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