Just as you send the required documentation to attorneys on the Attorney tab, with enhanced security the Betterbond tab allows you to send the OTP, seller/buyer details, and property price to our preferred bond originator partner - Betterbond. Having all the necessary information allows the Betterbond consultant to swiftly contact the buyer.

 

 

1. Create the deal

 

Navigate to Deals > Create Deal and create the deal, thereafter capture mandatory fields on the tabs below:

 

 

2. Deal tab

 

  • Current deal status
  • Deal status history
  • Financial details 
  • Mortgage Originator
  • Seller/s and Buyer/s 
  • Click Next

 

Buyer/s and Seller/s

  • Mobile numbers are mandatory
  • Juristic type contacts – the Director name, surname, email and mobile fields are mandatory. Click on the Save Director button on the bottom left, thereafter click on the Save button on the right

 

 

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3. Instruction tab

 

  • Select the attorney
  • Select the Offer to Purchase document type
  • Select the Attach to instruction checkbox
  • Upload the Offer to Purchase
  • Click Next

 

 

 

4. Betterbond tab

 

A red X displaying for a field = mandatory info not captured

 

 

Offer to Purchase document

ü

Betterbond Agent 

This data is predefined by Betterbond – select a name from the dropdown

Click on Select agent to link if the agent name does not display. Select the agent name from the dropdown and click on SEND REQUEST. This action emails a request to Betterbond to link the agent (40 minutes) 

Betterbond Consultant

This data is predefined by Betterbond – select a name from the dropdown

Click on SEND REQUEST if there is no Consultant to select. This action sends an email to the Betterbond Operations department. A Betterbond consultant will contact your office.

Deposit Amount

ü

Total Property Price

ü

Betterbond Property Type ID

This data is predefined by Betterbond – select a property type from the dropdown

Betterbond Area Type ID

This data is predefined by Betterbond – select an area from the dropdown

Postal code

ü OR can be manually entered

Seller

ü

Buyer

ü

SUBMIT LEAD

Click SUBMIT LEAD after all fields are populated. A Betterbond consultant will contact the buyer.

 

 

 SUBMIT LEAD 

 A Betterbond ID for this deal exists, therefore the lead cannot be resubmitted confirms the submission

 Betterbond ID displays

 Betterbond Status updates 

 

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Graphical user interface, text, application Description automatically generated