Note: The Transfer Unit function in Avesdo will move the contract, associated documents, and deal participant information over to the new unit. This, however, will not change the information on the signed contract such as unit number, sold price, deposits, etc. We highly recommend that a Transfer Addendum is used to record all changes. Please consult your lawyers about a Transfer Addendum if you do not already have one. If you would like to add a Transfer Addendum to Avesdo, email support@avesdo.com.
This option is only accessible with an Administrator user account.
Go to MENU – SALES CENTRE – TRANSFER UNITS
2. Select Units and add Transfer Notes - The transfer note will also appear under the notes section in the Deal Centre.
3. Update Deal Details – the information in the Deal Details section has been transferred over from the original unit (prices, deposits, commission, etc). Update Deal details based on the new unit information. It is important to make these changes as it has an impact on the Developer’s sales reports.