You can then maintain details of property sales. This information is useful for users wishing to use it for future sales prospecting. It also means that the GeeDee letter generation system can be used to very quickly merge the database details with standard letters maintained within the system.
On the main desktop, when displaying the details of a Sale type trust account, an additional tab is displayed at the bottom of the page called Sale Details. On this page, the details of the following may be recorded:
|•||The Conjunctional Agent.|
|•||The Settlement Agents.|
|•||The Crucial Dates.|
|•||The price, fee and deposit amounts.|
|•||The selling/listing representatives.|
As many of the details are used repetitively, master files containing the name and address details are maintained of:
|•||Conjunctional agent details.|
|•||Settlement agents details|
|•||The company's representatives.|
The Letters tag at then bottom of the page allows the user to rapidly generate the standard letters required.
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Trust Accounting & Property Management Software with Enterprise Electronic Document Management.