This article will show you how to:
- Create a new Sale matter
- Add Property Details
- Add Settlement Financials
- How to add Third Party
To create a new sale matter, follow the steps below:
- Click New Matter from the Home Screen
- Select State: QLD
- Select Matter Category: Conveyancing
- Select Matter Type: Sale
- Pre-populate the matter with Title Reference of Address or Order the Title
- Click Create
- Enter the parties, including all relevant details. To add an additional party, such as the Seller, right click on the Seller and select Add Seller.
- Select Property Details to enter the Property Information and enter the Address, Property Details, Contract Details and Tenancy Details.
- Navigate to Title Particulars to enter the Title Reference details.
- Select Conveyancing Details and input the Price, Deposit Breakdown and Key Dates. You can use the Date Calculator to calculate settlement date. If applicable you can input the Sunset Details.
- Select Safety & Special Conditions on the Conveyancing Details layout to input any relevant special conditions.
- Select Settlement Financials and input relevant adjustments by clicking on the title and description of the adjustment and inputting the relevant details.
- Review and complete the cheque directions by clicking on the Cheques tab. Rates payable on settlement will prepopulate from your adjustments and additional payments may be added by clicking Add Cheque.
- Any payments that you input in Time and Disbursements will automatically prepopulate under Our Account on the Payment Directions.
- You can add details for the following common contacts:
- the Seller's 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.
- To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter.