Chapter 27 - Processing A Seller's Progress Report

Progress Letter Format

Go to Setup Tab at Main Menu

Click on Change Company Information Icon

Click on Progress Letter Tab

Review/edit default letter as needed (i.e., enter and edit existing text)

Header data (i.e., name, address one, city, state and zip fields) for the letter is pulled from the Buyer/Seller's Tab of the property record

Salutation data is pulled from the Buyer/Seller's Tab (i.e., salutation field) of the property record

The text of the letter is pulled directly from the default format letter

The closing section (i.e., signature block) of the letter:

• Default contains format for manually entering the broker/owner name
• If agent name is desired, deleting all data/text following the comma of the word sincerely will program the system to automatically insert the name of the agent assigned as Listing Agent 1 (See Sample Progress Letter screen on next page) Progress Report Frequency block: Value entered is used by system to update the Next Progress Report Date block in all properties with progress dates by the number of days specified from the date printed (e.g., 14 days from "the date actually printed")

Once the format has been finalized, the next step is to enter a date in the Next Progress Report Date of your listings

See next page for entering dates in listings