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There are two File Covers available for Conveyancing for Purchases and Sales.
- CONV001 Purchase File Cover Sheet
- CONV002 Sale File Cover Sheet
The following custom fields and contacts (in additional to the Generic File Covers fields) need to be filled out on the Matter and relevant contacts to ensure each item pulls correctly.
- Custom Field Full Property Address
- Custom Field Contract Date
- Custom Field Finance Date
- Custom Field Pest and Bulding Inspection Date
- Custom Field Settlement Date
- Custom Field Seller 1 / Custom Field Buyer 1 (Depending on if Purchase or Sale)
- Other Contact Settlement Agent
- Settlement Agent First and Last Name
- Settlement Agent work phone
- Settlement Agent work email
- Other Contact Other Side Representative
- Other Side Representative Company Name
- Other Side Representative Billing Name
- Other Side Representative work phone
- Other Side Representative work email
- Other Contact Registered Mortgagee
- Registered Mortgagee First and Last Name
- Registered Mortgagee work phone
- Registered Mortgagee work email
