Manage Sale Transfer Details

Manage Sale Transfer Details

Some details will automatically be added if loaded as the offer tab. If the offer status is flagged accepted and the copy record to transfer is processed. 

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Sales on the menu heading.


4. Click on the File Name to open the file. 



5. Customer File will open. Click on Transfer on the file tab ribbon bar. 



6. Transfer tab screen will open. 
7. To edit a detail, click on Edit button.


8. Transfer screen will open.  Transfer is split into six (6) sections:
  1. Purchase Details
  2. Bond Details
  3. Transfer & Bond Attorneys
  4. Signature Dates
  5. Transfer Process
  6. Cancellation Details
9. To confirm changes, click Save Changes button.


Overview of Mandate details sections

Purchase Details

This section is to keep track of purchase requirements. 
  1. Purchase Price (mandatory): fill in the sale price of the property sale transaction. 
All fields in this section are optional.



Bond Details

All fields in this section are optional. This section is to keep track of bond or mortgage requirements for the buyer.
  1. Bond Originator (optional): select the bond originator from the drop-down. If Bond Originator does not appear, please load under the Service Providers list (see Service Providers: Bond Originator).



Transfer & Bond Attorneys

All fields in this section are optional. This section is to keep track of attorneys involved in the sale of the property. Users can choose to link: 
  1. Link an Existing Attorney – select the attorney from the dropdown menu.

  1. Create a New Attorney – click on the Add Attorney in the menu button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. 


Signature Dates

All fields in this section are optional. This section is to keep track of important dates for the document signing with attorneys.



Transfer Process

All fields in this section are optional. This section is to keep track of significant dates for the lodgement and registration of the sale of the property.



Cancellation Details

All fields in this section are optional. This section is to keep track of the cancellation of the sale of the property.



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