Here’s a summary of the steps for conveyancing and related tasks from the training:
1. Prepare Lawyer Contact
- Add lawyer details (name, direct email, direct line).
- Ensure correct name appears on the letter (only one name per letter).
- Save and confirm relationship prompts.
2. Generate Conveyancing Documents
- Go to Printer Icon → Conveyancing.
- Default documents include:
- Seller lawyer letter
- Buyer lawyer letter
- Conveyance instructions (buyer & seller)
- Commission confirmation for other brokerage
- Preview letters initially to confirm details (optional later).
- Click Generate Attachments to create documents.
3. Merge PDFs for Sending
- Use Merge PDFs button on checklist tab.
- Select documents in desired order:
- Seller lawyer invoice
- Conveyance instruction
- Offer to purchase
- Amendments & waivers
- Include cover sheet, choose recipient (seller or buyer lawyer).
- Save as attachment with proper tag (e.g., “Seller Lawyer Conveyance Documents + Address”).
- Click Merge and Open.
4. Email Documents
- From Adobe:
- Click Share → Default Mail → Next.
- Copy lawyer’s email from cover letter.
- Add subject and message, then send.
- Repeat process for buyer’s lawyer.
- For brokerage commission confirmation: open PDF and share (no merge needed).
5. Storage & Access
- Merged documents are stored in Deal Manager (no need to save locally unless desired).
- Temporary local copy is deleted after closing.
6. Other Notes
- For double-end deals: no commission confirmation needed.
- For buy-side deals: generate other brokerage invoice and send (no merge).
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