This article will show you how to:
To create a new Independent Legal Advice Mortgage matter, follow the steps below:
- Click New Matter from the Home Screen
- Select State: NSW
- Select Matter Category: Mortgage
- Select Matter Type: Independent Legal Advice Mortgage
- Select Next:
- Enter the parties, including all relevant details.
- Select 'Loan Details' to enter the Loan Amount, Commencement Date, Loan Term, Loan Type and Loan Account Number.
- Select 'Property Details' to enter the Address, Title References and Estate/Interest of the Security Property.
- To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter.