1.3 - Entering Sellers and Buyers Details

Entering Sellers

First check if this is a previous Client, type in Surname and then “Find”, if the client is there “Select Client”, then amend any change in contact details or address. The Client will always keep the same Client Code.

If a New Client – press Create Client, input the client details. The information at the side of the screen will show whether to enter details in Upper Case or not. Then Select Client and the information will be brought into the Sellers panel.

If for example Mr Smikth is an existing client, you can add Mrs Smith by selecting Mr Smith, then choose “Duplicate”, then amend Mr for Mrs and also change the Christian Names, the address and other contact details do not need to be entered.

If the client is a Company, untick the “Is Individual box”, then enter the Company details as per this example shown.

When there is more than one Client, continue to Add clients (if more than two parties, don’t say yes to the Create the main parties until all the parties Selling have been entered).

The Australia Post Verification document can be sent out with initial letters or when unconditional, whichever is your preference.

If you are not acting for the Sellers, you only need enter the SURNAME (in capitals), then Christian names, for each party, then create the main party – if you are not acting, there is no Client Code created.

If you have added some incorrect information, you can either Edit the panel or Delete the information and enter it again.

To add the “After Address” or amend any other information at a later stage, use the “Edit” function, then Save. When Settlement is “Completed”, all letters will be sent to the after address.

Please Note: in both the Sellers and Buyers screens, there is a Capacity Button which will shortly be used to enable you to enter the aft the Dockers Family Trust, details which will then be brought forward to the Statements, Tax Invoices and letters to clients.

Entering the Buyers

is as per the previous screen, check the Buyer is not a previous client – press ADD/Search, type in the clients Surname, press Find. If they are a previous client, their name will be displayed, simply select the client and their information will be brought into the Buyers panel. Amend any new contact details.

If a New Client – press Create Client, input the client details, note some items in Capitals and others not. Then Select Client and the information will be brought into the Buyers panel.

When there is more than one Client, continue to Add clients (if more than two parties, don’t say yes to the Create the main parties until all the parties buying have been entered.

If you are not acting for the Buyers, you only need enter the SURNAME, then Christian names, for each party, then create the main party.

In the “On Title As” section, you select the tenancy if known. If the tenancy is not known, this can be amended at a later date.

The information in this screen is used in the creation of the Transfer of Land document, the combined names go on Page 1 and the individual names on Page 3 of the Transfer document.

If at a later time you need to amend/update any details, select Edit enter details and press ok. You can add additional contact information and the after settlement address. Note, you can select either the Use Prior Address or Use Property Address to save manually entering this information.

The After Settlement Address will automatically come up for the clients after settlement letters when settlement has been completed.

SettsPlus

Projects

Contact Us