For Agents
      Back to home
      1. Help Center
      2. How to get the most out of Realtair Sell
      3. For Agents

      Collect Deposits

      Pre-requisites

      • Your sale has been completed.

      • Your Office Trust account has been set up.

      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.

      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 Transaction section of the dashboard.

      To trigger a payment from the dashboard, click the Pay 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 Pay Deposit button (note, you can also click the Pay 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, click the Pay Now button

      4. Select your Payment Method and click Submit

        • 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 5

        • 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 6

      5. Direct Debit.

        1. Enter your clients BSB, Account number, Account Name and Amount they wish to deposit.

        2. Accept the terms and conditions and click Submit

         

      6. Bank Transfer

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

        2. 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

        3. Accept the T’s and Cs and click Submit

        4. The Transaction will be displayed in the dashboard as Pending until 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 Pay Deposit button (note, you can also click the Pay 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, click the Pay Remotely button

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



      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.