Tip: Doing most actions detailed below from the listing screen will in most cases be quicker as the program can prefill data.

Contract Signed

1. Enter the Contract: The contract details need to be entered into Aro. Fill in as many details (including phone and email addresses for contacts) as you can, as this could save you time later. Ensure the scheduled Unconditional and Settlement dates, as well as the Total Deposit Expected amount, are filled in
   

Help file: Adding a contract to a property listing

1. Enter the Commission: Add a commission summary for this sale. This helps you track income for the office and the agent's share and assists with generating the commission invoice once the contract becomes unconditional
   

Help files: Commission

1. Receipt the Deposit: Open an account for the buyers on the trust accounts tab on the listing and then receive funds for the deposit that is paid
   

Help file: Receipt a deposit to a listing/sales deposit

Contract Becomes Unconditional

1. Update the Listing Status: Either use the Progress bar on the listing or edit the contract and save it as Unconditional



2. Mark the Commission as Successful: Now that you are definitely getting paid commission on this sale, mark the commission as successful and tick the box to allow the program to generate your invoice
   

Help file: Commission summaries

1. Generate & Send your Settlement Statement to Sellers or Seller's Representative: The settlement statement informs the seller or their representative of what will occur on settlement, and includes invoices. It also confirms if funds are due to be dispersed to the seller or if a balance is due on settlement to be paid
   

Help file: Settlement statement

Settling the Sale

1. Update the Status of the Listing to Settled: Then, enter the Spend Funds transactions
   

Help file: How to settle a sale and move money held in trust to the seller's account

Tip: If you have some word documents/templates that you currently use for the contracts process, don’t forget you can use our Templates module and send your communication from Aro. Help file: Add a template Aro also has many templates you can use free of charge. Help file: Aro templates

The Documents module is designed to assist with keeping documents related to a listing or a contract in one place. Help file: Documents module

The Communication module will record all correspondence sent from Aro for your records. This includes trust receipts and settlement statements.