Collect Deposits

Dashboard Overview

Access the Deposits Tab by clicking on the Deposits tab.

The Account Information section displays the details of your trust account. This is the account where Deposits will be paid into.

The Vendor Information and Purchaser Information sections display the details of your Vendors and Purchasers.

Any deposits and their current status are displayed in the Deposit Transactions section of the dashboard.

To trigger a payment from the dashboard, click the Collect Deposit button.

Collecting a Deposit - In Person

If you are with your client, Realtair allows you to facilitate collecting their deposit in person.

Steps

1. On the deposits tab, click the Collect Deposit button (note, you can also click the Collect Deposit button from your Contract of Sale).

   

2. A pop up will appear. Here you can confirm if you would like to collect part of the deposit and edit the amount to be collected by clicking the pencil icon.

   

3. Once you have confirmed the details, select the Pay in Person and click Continue.

4. You will be prompted to pass the device to the purchaser. Click the Proceed button to continue to the payment page.

   

    

5. Select the Payment Method and click Continue.

   

    

   a. Direct Debit - your client can provide their BSB and Account number and we will debit the deposit out of their bank account. No further action is required by them - Proceed to step 6

   b. Bank Transfer - a unique BSB and Account number will be generated to provide to your client. Your client will be required to log in to their internet banking, or contact their bank, and transfer the deposit to this account. - Proceed to step 7

6. Direct Debit 

   a. The purchaser will be asked to verify their mobile number first through a 6 digit code sent via SMS.
   
   
   

   b. After verification, enter the client's Account Name, BSB, Account number, and Amount they wish to deposit. Multiple bank accounts can be submitted by clicking the Add Bank Account button but the the total deposit allocation must be equal to the deposit amount to be collected.

   
   
    
   c. Accept the terms and conditions and click Continue.
   d. Confirm the details to be submitted and click Pay Now to confirm the payment.
   e. Click Okay to close the page.
   
   f. To confirm that the payment is being processed, check the Deposits transactions section. You can reach out to support@realtair.com if the transaction did not reflect or has an unclear failed status.
   

7. Bank Transfer

a. Account details will be generated for you to share with your client.

b. Share the BSB, Account Number and Account Name with your client and instruct them to complete a transfer from their Internet Banking or to contact their bank.

c. Accept the T’s and Cs and click Continue to submit.

d. The transaction will be displayed in the Deposit Transactions section when the funds have been reconciled. This will happen automatically.

Collecting a Deposit - Remotely

If you are not with your client, you can generate payment instructions to be sent to them via email and SMS. Your client will be given the option to pay via Direct Debit or Bank Transfer.

Steps

1. On the deposits tab, click the Collect Deposit button (note, you can also click the Collect Deposit button from your Contract of Sale).

   

2. A pop up will appear. Here you can confirm if you would like to collect part of the deposit and edit the amount to be collected by clicking the pencil icon.

   

3. Once you have confirmed the details, select the Pay Remotely and click Continue.

4. A list of purchasers will be displayed, select the purchaser and click Continue.

   
   
   

5. Instructions will be sent to the purchaser via email and sms, once they have started the deposit process it will appear in the Deposits dashboard.

   

6. Additionally, a message will be displayed to remind you that the remote payment link has already been sent, along with the amount you are collecting.