This article will show you how to:
To create a new Transfer matter, follow the steps below:
- Click New Matter from the Home Screen
- Select State: SA
- Select Matter Category: Conveyancing
- Select Matter Type: Transfer
- Select which party you are acting for (Transferor or Transferee):
- Enter the parties, including all relevant details.
- Select 'Property Details' to enter the Address, Authority References, Tenancy Details and Contract Details. Click on the Title Particulars tab to enter the title details.
- Select Transfer Details to input the Consideration and Market Value. The Stamp Duty will automatically be calculated once the Consideration and Market Value has been input. You can use this page to apply any concessions or grants if applicable.
- To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter.