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3 – Offers

This is the Offers section of the New Home Checklist. For the overview click here.

Purchase Order Form

Click the “Purchase Order” button to go to a pop-up where you can fill out the form. This task can be checked manually. For a field reference for the form click here.

The only required field is the Document Id.

 

All of the fields with a grey background are not editable and the information is pulled from the Lead/Unit record. The fields with a white background are editable and should be filled out where applicable.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 
Once you have filled out the form, then you click the “Save Unit Purchase Order” button at the very bottom of the form to save it.
 
The task does not complete automatically when you save the form and you will need to manually check it off as complete when you are finished with the form.
 
To download a pdf of the form just click the “Download PDF” button and it will download it through the web browser.

Dispute Resolution Notice

To start filling out the Dispute Resolution Notice you just need to click the “Dispute Resolution Notice” button and a pop-up form will appear with some signatures that need to be filled out.

Once you have filled out the information , then you click the “Save Dispute Resolution Notice” button at the very bottom of the form to save it.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 

At any time you can click the “Download PDF” button and it will download the document through your web browser. When you open the pdf document it will look like the form below (only 1 page). Any fields filled out in the form will show in the appropriate spot on the pdf automatically.

Receipt for Deposit

To start filling out the Receipt for Deposit you just need to click the “Receipt For Deposit” button and a pop-up form will appear with many fields that need to be filled out. For a field reference for this form click here.

Once you have filled out the information as much as you can, then you click the “Save Receipt For Deposit Form” button at the very bottom of the form to save it.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 

At any time you can click the “Download PDF” button and it will download the document through your web browser. When you open the pdf document it will look like the form below (First page shown). Any fields filled out in the form will show in the appropriate spot on the pdf automatically.

Declaration of Delivery Sale

This form is optional and is only needed to be filled out in certain cases.
 
 

To fill out the declaration of delivery sale form just click the “Declaration of Delivery Sale” button and a pop-up form will appear with some fields that you will need to fill out.

In the escrow details, you need to fill out the escrow company name, the escrow number, and the dealer name. The manufacturer and serial number are pulled from the listing.

 

Next, you specify the delivery address and installation address.

 

Lastly, the enter the purchaser name, signature, and date with an optional second purchaser.

Once you have filled out the form, then click the Save button.

 

If you close the window without clicking the save button first you will lose any data you have entered in the form.
 

At any time you can click the “Download PDF” button and it will download the document through your web browser. When you open the pdf document it will look like the form below. Any fields filled out in the form will show in the appropriate spot on the pdf automatically.

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