Mortgagee's Consent - VIC

Table of Contents

• Create a VIC Mortgagee's Consent matter
• Complete Matter Details

Create a VIC Mortgagee's Consent matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  VIC.

3.    Select Matter Category:  Mortgage.

4.    Select Matter Type:  Mortgagee's Consent.

5.    Click Next.

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:  This matter type was designed to cater for instances where firms are acting for the Mortgagee.  Accordingly, the Mortgagee is set as the client by default.

3.    Double-click Consent Details to enter the:

• Type of Consent that the Mortgagee is providing; and
• Consent Dealing Number after the Consent is lodged and finalised.
  

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 Debtor, Land Titles Office and Additional Contact.