Amendments

It can happen that things change during an assignment: either the client wants to cancel a specific valuation, or unforeseen conflicts of interest arise. The amendment feature is here to address these issues. It will generate the necessary documents and update your project dashboard accordingly.

Amendment Menu

1. Dropdown Menu: Click to make the dropdown menu appear.

2. Declare New Conflict: Click to declare a new conflict of interest.

3. Add Amendment: Click to add an amendment.

1 - Add New Conflict(s)

In case a new conflict arises during the assignment, you can add it here. The system will generate an informed consent document for the client to sign.

New Conflicts Modal

2 - Add New Amendment(s)

Here you can either remove a target property or abort the ToE.

Adding an amendment

1. Date of Amendment: The date of the amendment.

2. Dropdown Menu: Click to see options for amendments.

3. Remove Target Property: Click to remove a target property.

4. Abort ToE: Click to abort the ToE.

A - Remove Target Property

Adding an amendment - Remove Target Property

1. Validate: Click to validate the removal.

2. Save: Click to save the changes.

3. Date of Amendment: The date of the amendment.

4. Target Properties: Select the target properties you wish to remove from the assignment.

5. Reason for Removal: Provide the reason for removing the property. Example: Property sold to another buyer.

6. Affect Completion Date: Indicate if this affects the completion date. If yes, enter a new date.

7. Affect Contract Amount: Indicate if this affects the total amount of the contract.

B - Abort ToE

Adding an amendment - Abort ToE

1. Remove Amendment: Click on "-" to remove this amendment.

2. Reason for Aborting: Provide the reason for aborting the ToE. Example: Client requested to halt the project due to budget constraints.