The <Deals > Create Deal> page is where you capture all the deal information.

 

  1. On the Listing tab, click on the Select option dropdown
  2. Select Manually add listing – create a deal manually


Step 1

1. Select and add the relevant information. Take note of the following:

  • Add the reference number created by your office
  • Select the provider EV or Lexis Nexis
  • Add the property address details
  • Select the Deed Office ID
  • Select the property type
  • Select the franchise office
  • Click Next

 

Step 2: Financial Details 


2. Select the Deal status

3. Select and add the relevant financial information

4. Select and add the relevant financial information 





 

 

 

 

Step 3: Sellers / Buyers

 

5. Select and add relevant information. Take note of the following:

  • After clicking the ADD SELLER / ADD BUYER button a pop-up will appear with fields to be populated
  • You can add multiple Seller and Buyers
  • Click Save

 

 

 

Step 4: Agents

 

6. Select and add relevant information. Take note of the following:

  • After clicking the ADD AGENT button a pop-up will appear with fields to be populated
  • A name will need to be added for an External agent
  • You can add multiple Agents
  • Click Save
  • Click Next

 

 

 

Progress tab

Monitor all milestones reached by the attorneys as well the process of the property being registered at the Deeds Office.

This page is automatically updated by your provider’s (E4 / Lexis Nexis) software.

There is no action to be taken by you on this page.

 

 

 

 

Step 5: Transferring attorney / Documents

 

7. Select and add relevant information. Take note of the following:

  • Select the attorney from the dropdown
  • Select whether you need this document to be attached to the instruction sent to the attorney
  • After clicking the ADD DOCUMENT button a pop-up will appear with fields to be populated
  • Drag and drop the file or Click to upload files
  • Click Next

 

 

 

 

Step 6: Publishing your deal

 

8. Publish your listing by clicking on the blue Publish button

 

 

Mandatory information not captured will display a red X. The Publish button to the provider is greyed out not allowing you to send the instruction without the necessary information.

Go to relevant pages to enter the mandatory information and revert to the Publish page to publish the deal.

 

Note: When uploading new documents to an existing published deal, the system automatically sends the document to the provider – no need to republish.

 

 

 

Step 7: Deal Reminders

 

9. Select and add relevant information. Take note of the following:

  • After clicking the ADD REMINDER button a pop-up will appear with fields to be populated
  • Edit Reminder by clicking on the pencil
  • Delete Reminder by clicking on the bin

 

 

 

 

Step 8: Notes

 

10. Select and add relevant information. Take note of the following:

  • After clicking the ADD NOTE button a pop-up will appear with fields to be populated
  • Edit Note by clicking on the pencil
  • Delete Note by clicking on the bin

Notes are sent to providers (E4 /Lexis Nexis)

 

 

 

 

History tab

View when changes were made to the deal and by which user in your office.

There is no action to be taken by you on this page.