VIC - Mortgagee's Consent

This article will show you how to:

• Create a new Mortgagee's Consent matter
• Add Consent Details
• Add Property Details
• Add Additional Contacts

Create a Mortgagee's Consent Matter

To create a new Mortgagee's Consent matter, follow the steps below:

1. Click New Matter from the Home Screen
   
   
2. Select State: VIC
   
   
3. Select Matter Category: Mortgage
   
   
4. Select Matter Type: Mortgagee's Consent
   
   
   
   
5. Enter the parties, including all relevant details.
   
   Note: This matter type was designed to cater for instances where firms are acting for the Mortgagee. Therefore, the Mortgagee is set as the client by default. 
   
   
6. Select 'Consent Details' to enter the:
   • Type of Consent that the Mortgagee is providing and;
   • Consent Dealing Number after the Consent is lodged and finalised.
     
     
     
     
7. Select 'Property Details' to enter the Address, Title References and Estate/Interest of the Security Property.
   
   

Add Additional Contacts

To add further Contacts to your matter, open the Matter Settings and select the appropriate Contact.