Matters
Matter Name
Matter Description
Status
Create Matter
Client Information
Client Authorisation
Retainer & Cost Disclosure
VOI & AML Verification
Document Management
Contract Upload
AI Contract Review
Risk & Clause Analysis
Contract Disclosure Checklist
Advice Letter
Contract Amendments
Pre-Exchange Enquiries
Client Instructions & Engagement
Client Authorisation Form
VOI / Identity & AML Checks
s603 Certificate (Council Rates)
s66 Certificate (Sydney Water)
s184 Strata Certificate
FRCGW Certificate Review
Transfer Duty & EDR
First Home Buyer Eligibility
Foreign Surcharge / GST & Withholding
Contract Exchange
Exchange Confirmation
Key Dates & Reminders
Transfer Duty & EDR
First Home Buyer Eligibility
Foreign Surcharge / GST & Withholding
Requisitions on Title
Finance & Mortgage Coordination
Settlement Adjustments
Settlement Booking & Readiness
Completion Checklist
PEXA Workspace
Transfer & Notice of Sale
Mortgage & Discharge
Funds Required Calculation
PEXA Financial Settlement Schedule
Settlement Statement
Duties Verification & Lodgement Readiness
Settlement Status & Exceptions
Settlement Confirmation
Client & Agent Notifications
Title Registration Verification
Final Account & Disbursements
Settlement Documents & Receipts
Outstanding Tasks & Follow-ups
Document Archiving
Matter Closure
Contract Review
Contract Review
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Agreed
Amended
Purchaser advice letter
Needs review