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3.3 - Settlement Book

Prior to Booking in the Settlement Book, always check that the File shows as “Unconditional” in the “Current Details” panel on the left of the Home Screen. You can settle a file still showing that it is “Unconditional”, but your Settled File Reports will not reflect the true number of Settled Files.

Now select the Date option, select the correct date, press ok. You are now in the booking screen for 12 November 2014.

For a New Booking – go to “Add”, select date, enter Location and Time.

Click to confirm who is booked, either the Seller or Buyer at the bottom will make the entry “Red”.

Once both parties are booked and “Ticked” the entry will be “Yellow”.

To move a booking, select “Edit” and then amend Date/Time, check on the new date that the entry is correct.

When “Settled”, click on the “Settled” Icon at the bottom of the screen and the entry will become “Green”. This will then update the “After Address” that you would have already entered in the Client Details and all letters after settlement will be sent to the “After Address”.

There is an option to Delete a booking and then to press the Recall option at a later date.

Some agents make a blank (white booking) for when Settlements are due with a time that is out of work hours, this is just to keep a record of the bookings likely on a particular day – this is a purely optional function.

For agents who attend settlement on behalf of other parties, you can enter the other agents bookings by pressing ADD, then take out the File Reference, Add the other Agents name as the Conveyancer, then the usual booking details. If you don’t tick the “Buyers” and “Sellers” boxes the entry will remain White and then it is easily identifiable from your own Settlements.

On the morning of settlement, print your settlement booking sheet from this screen for the outside clerk.

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