Learn how to manage a fallen sale by converting a property back to a listing, unlinking purchasers, and processing refunds.

This article covers:

About fallen sales

When a property under offer does not proceed to sale, you need to convert it back to a listing and manage related details such as purchasers and trust disbursements.

Convert the property back to a listing

To update the property status:

Go to: The Under Offer (Conditional) property profile
Click Convert Back To Listing
Confirm by selecting Yes/Continue

The property status will update to Listing.

Unlink the purchaser from the property

After conversion, the purchaser remains linked to the property. To unlink:

Go to the Purchasers tab
Select Options > Unlink from Property
Confirm by selecting Yes/Continue

Note: If you need to refund a deposit via Sales Trust, complete the disbursement before unlinking the purchaser.

Solicitor details

If a solicitor is attached under Financials > Solicitors, the system automatically removes these details when the property is converted back to a listing.

View fallen sale history

You can review fallen sale details:

Click the Other tab > History to view purchaser info, listing date, list price, sale price, and proposed settlement date

Alternatively, view all fallen sales in the activity report.

Process the refund

If you’re using the Sales Trust, the next step is to disburse the deposit for the fallen sale. This ensures funds are correctly returned before unlinking the purchaser.