Discover the key steps for creating, signing, and exchanging contracts in New South Wales (NSW) with this helpful guide.
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Search for the address of your campaign and select the campaign
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Select the Campaign, select the Sign tab, and click “Create”
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Create and upload the contract.
Textbox will auto-populate on the contract front page and signing page You can move text boxes by clicking & draggng the next bo *Remember to click save*
Add Vendor details:
Note: Vendor details are auto-populated from the Agency Agreement
Should you have multiple vendors simply click add vendor to add their details
Add Purchaser details:
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Add in purchaser details
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Should you have multiple purchasers simply click add purchaser to add in their details
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As you add in purchaser details this will fill in the document fields on the front page of the contract
Add Sale details:
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Add in the sale price
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Select the deposit amount
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Once the deposit amount is selected, the balance will automatically be calculated
The Deposit amount on the contract will always be 10% on the front page as per legislation (even if the agent enters a 5% on the left-hand side on the Document Information menu)
Add Vendor Solicitor (In most cases it should already be on the front page of the contract, and pulled from the Agency Agreement)
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Add in vendor solicitor details
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Should you have a vendor solicitor appear in the contact, you can input those details
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To add in vendor solicitor details, open up vendor solicitor in document fields and click + button to drop in the text box on the contract
Add Purchaser Solicitor
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Add in purchaser solicitor details
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This information will be filled in on the front page of the contract
Add Buyers Agent (if applicable)
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Should the purchaser have a buyers agent, you can input those details
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To add in buyers agent details, open up buyers agent in document fields and click + button to drop in the text box on the contract
Need to add something else?
There are 3 custom options - text box, strikethrough and tick box
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Select A to add in a blank text box, click on the contract where you would like this to go, scroll down on your left-hand side to fill in the text in that text box (Adding special conditions or changing settlement clause, adding including/ exclusions)
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Click on the strike-through and hover your mouse over the settlement date on the contract and rule that out e.g. striking out settlement clause on front page
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To tick any inclusions, simply click on the tick box and insert the tick in on additional inclusions
How to send the signed copy to a non-signer (accounts team, admin team etc)
Apart from the automated email notifications sent to solicitors, vendors & buyers containing a copy of the exchanged contract, you also have the option to include additional recipients to receive the signed copy of the contract. This could include the admin team, accounts team, or anyone with a valid email address.
To get started:
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Prior to signing the contract, click the send copy icon on the left-hand side menu
When you are ready to send the contract for signing or sign in person click on the signature icon
Either send remotely or sign in person
If there are missing mandatory fields such as sale price there will be a pop up warning, you must complete the mandatory fields before signing the contract.
To send remotely click on remote options, tick who you would like to sign and send the signature request.
You can send to purchasers first then vendor if need be. You are not limited to sending to all parties at once.
Once all parties have signed, all signatures will show on one contract.
Note: the contract is not exchanged at this point
Exchanging:
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Once all parties have signed, the save button in the top right-hand corner will change to exchange
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When you are ready to execute the contract click on the exchange button
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You will see a warning message asking if you are sure you want to exchange
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Click yes
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Once clicking yes, this will date the contract. Note: The date that will drop on the contract is the day you click exchange
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The contract is now dated and exchanged
What is the Status icon:
This icon will show you the status of the document
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When the signature is requested
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If the signer has signed
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and if you had entered a cc recipient address it will also show
How to download and print?
The last two options in the icon bar are download and print