NSW - Sale of Land

This article will show you how to:

• Create a new Sale matter
• Add Property Details
• Add Transfer and Contract details
• Add Conveyancing details 
• Add Settlement Financials 

To create a new sale matter, follow the steps below:

1. Click New Matter from the Home Screen
2. Select State: NSW
3. Select Matter Category: Conveyancing 
4. Select Matter Type: Sale
5. Pre-populate the matter with Title Reference of Address or Order the Title
6. Click Create
   
7. Enter the parties, including all relevant details. To add an additional party, such as the Vendor, right click on the Vendor and select Add Vendor. 

8. Select Property Details to enter the Property and Title Details and enter the Address, Property Details and Title Particulars. 

9. Select Transfer and Contract details to enter the Transfer and Tenancy Details, Improvements, Inclusions and Exclusions of the Property. 

11. Select Conveyancing Details and input the Price, Deposit Breakdown and Key Dates.
12. Select Settlement Financials and input relevant adjustments by clicking on the title and description of the adjustment and inputing the relevant details. For further information on how to complete Settlement Financials, click on the Quick Guide on the bottom left hand of the Settlement Financials screen.

13. Review and complete the payment directions by clicking on the Payment tab. Stamp Duty and Registration Fees will prepopulate based on information already entered under Amounts Required to Settle. Rates payable on settlement will prepopulate from your adjustments and additional payments may be added by clicking Add Payment.

14. Any payments that you add in Time and Disbursements will automatically prepopulate under Our Account on the Payment Directions.

15. You can add details for the following common contacts:
    • the Vendors Agent as well as the Agent's commission and fees under Agent's Details;
    • the Discharging Mortgagee including the Mortgage Details;
    • Settlement Agent;
    • Council; and
    • Water Authority.
16. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter.