How do I record mortgage details against a sales or lettings property in agentOS?
Mortgage details for both sales and lettings properties can be recorded under the Sales Progression section of the relevant Sales Instruction, by navigating to Mortgages and adding a new entry.
agentOS allows you to record mortgage and repossession case details against individual sales and lettings properties. This is an optional feature.
Recording a Mortgage
- Open the relevant Sales Instruction in agentOS
- In the left-hand navigation panel, locate the Sales Progression section
- Click Mortgages under this heading
- Click the Add button in the upper right-hand corner of the page
- Complete the mortgage details form with the relevant information
The form includes the following fields:
- Date and From — the date the mortgage was entered and the start date
- Valuation — the property valuation associated with the mortgage
- Mortgage Provider
- Mortgage Account Number
- Term (Years)
- Deposit Amount
- Notes / Extra Notes
- Market Value
- Amount — the mortgage amount
- Type of Loan — e.g. Capital Repayment – Fixed Rate
- APR
- Monthly Payment
- Borrowers Account Name
Once completed, click Save to store the record.
If you need assistance, contact support@agentos.com.