This article will show you how to:
To create a new Solicitor's Certificate Mortgage matter, follow the steps below:
- Click New Matter from the Home Screen
- Select State: VIC
- Select Matter Category: Mortgage
- Select Matter Type: Solicitor's Certificate Mortgage
- Select Next:
- Enter the parties, including all relevant details.
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Select 'Loan Details' to enter the Loan Amount, Loan Term, Loan Account Number, Date of Offer, Commencement Date, Mortgage Priority and Memorandum 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.