Discharge of Mortgage - NSW

Table of Contents

• Create a NSW Discharge of Mortgage matter
• Complete Matter Details

Create a NSW Discharge of Mortgage matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  NSW.

3.    Select Matter Category:  Mortgage.

4.    Select Matter Type:  Discharge of Mortgage.

5.    Select party:  Mortgagor or Mortgagee.

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 Details to enter the Loan Number, Mortgage Number, Payout Amount and Payout Amount Date.

4.    Double-click Property Details to enter the Address and Title Particulars 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.

Tip:  You can add details for a Mortgage Broker and Additional Contact.