Solicitor's Certificate Mortgage - VIC

Table of Contents

• Create a VIC Solicitor's Certificate Mortgage matter
• Complete Matter Details

Create a VIC Solicitor's Certificate Mortgage matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  VIC.

3.    Select Matter Category:  Mortgage.

4.    Select Matter Type:  Solicitor's Certificate Mortgage.

5.    Select party:  Guarantor or Mortgagor.

Tip: This will open the Matter file where you will complete the Matter Details.

Complete Matter Details

1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  

2.    Enter and complete all parties contact details.  

Tip:  To add an additional party, such as the Mortgagor, right click on Mortgagor and select Add Mortgagor.

3.    Double-click Loan Details to enter the Loan Amount, Loan Term, Loan Account Number, Date of Offer, Commencement Date, Mortgage Priority and Memorandum Number.

4.    Double-click Property Details to enter the Address, Title References and Estate/Interest of the Security Property.

5.    To add uncommon contacts to your matter, select the gear icon from the top right corner of the Matter.

6.      From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.