DocPrep Template

General
Security
Tax Invoice
Fees
Loan
Undertakings/SpC
Settlement

Mortgage Manager

Solicitor Details

- Check Instructions / COS for solicitor's details

Paralegal

Team Leader

Admin Assistant
Borrowers

Borrower 1

Borrower 2

Borrower 3

Borrower 4

Borrower 5

Borrower 6

Mortgages (New)

Security 1

Owner Occ / Investment

- Check on Instructions / Loan Contract

Body Corporate

Unregistered Security

CT Required

- Check CT on Title Search

Risk of contaminated land

PEXA Workspace

Rates Notice

Full insurable value

Full insurance amount

Purchase Price

- Check Contract of Sale for Purchase Price

Deposit

- Check Contract of Sale for Deposit

Date of Contract

- Check Contract of Sale for Date of Contract

Valuation Date

- Check Valuation Date on Valuation Report

Refinance

Security 2

Owner Occ / Investment

- Check on Instructions / Loan Contract

Body Corporate

Unregistered Security

CT Required

- Check CT on Title Search

Risk of contaminated land

PEXA Workspace

Rates Notice

Full insurable value

Full insurance amount

Purchase Price

- Check Contract of Sale for Purchase Price

Deposit

- Check Contract of Sale for Deposit

Date of Contract

- Check Contract of Sale for Date of Contract

Valuation Date

- Check Valuation Date on Valuation Report

Refinance

Security 3

Owner Occ / Investment

- Check on Instructions / Loan Contract

Body Corporate

Unregistered Security

CT Required

- Check CT on Title Search

Risk of contaminated land

PEXA Workspace

Rates Notice

Full insurable value

Full insurance amount

Purchase Price

- Check Contract of Sale for Purchase Price

Deposit

- Check Contract of Sale for Deposit

Date of Contract

- Check Contract of Sale for Date of Contract

Valuation Date

- Check Valuation Date on Valuation Report

Refinance

Security 4

Owner Occ / Investment

- Check on Instructions / Loan Contract

Body Corporate

Unregistered Security

CT Required

- Check CT on Title Search

Risk of contaminated land

PEXA Workspace

Rates Notice

Full insurable value

Full insurance amount

Purchase Price

- Check Contract of Sale for Purchase Price

Deposit

- Check Contract of Sale for Deposit

Date of Contract

- Check Contract of Sale for Date of Contract

Valuation Date

- Check Valuation Date on Valuation Report

Refinance

Security 5

Owner Occ / Investment

- Check on Instructions / Loan Contract

Body Corporate

Unregistered Security

CT Required

- Check CT on Title Search

Risk of contaminated land

PEXA Workspace

Rates Notice

Full insurable value

Full insurance amount

Purchase Price

- Check Contract of Sale for Purchase Price

Deposit

- Check Contract of Sale for Deposit

Date of Contract

- Check Contract of Sale for Date of Contract

Valuation Date

- Check Valuation Date on Valuation Report

Refinance

Security 6

Owner Occ / Investment

- Check on Instructions / Loan Contract

Body Corporate

Unregistered Security

CT Required

- Check CT on Title Search

Risk of contaminated land

PEXA Workspace

Rates Notice

Full insurable value

Full insurance amount

Purchase Price

- Check Contract of Sale for Purchase Price

Deposit

- Check Contract of Sale for Deposit

Date of Contract

- Check Contract of Sale for Date of Contract

Valuation Date

- Check Valuation Date on Valuation Report

Refinance

Mortgages (Existing)

Security 1

- Refinance

Copy as Special Condition

Action being taken

Loan No.

- Input Loan Number from Instructions / Loan Contract

Security 2

- Refinance

Copy as Special Condition

Action being taken

Loan No.

- Input Loan Number from Instructions / Loan Contract

Security 3

- Refinance

Copy as Special Condition

Action being taken

Loan No.

- Input Loan Number from Instructions / Loan Contract

Security 4

- Refinance

Copy as Special Condition

Action being taken

Loan No.

- Input Loan Number from Instructions / Loan Contract

Security 5

- Refinance

Copy as Special Condition

Action being taken

Loan No.

- Input Loan Number from Instructions / Loan Contract

Security 6

- Refinance

Copy as Special Condition

Action being taken

Loan No.

- Input Loan Number from Instructions / Loan Contract
Professional Fees

Petties

Express Post
Pexa Fee
Loan Number

Loan Amount

Loan Term

- Check Loan Contract for Loan Term

Loan Purpose

Loan Details

- Check Loan Contract/s for loan details

- CHECK for PAID FEES on Instructions

Disclosure Dates

- Input Disclosure Dates as per Loan Contract

Date Executed Contract

- Check COS for the Date of Contract
- Refer to Instructions & Loan Contract for Undertakings and Special Conditions
Pexa Settlement
Send to BRIS-DocPrepQA

Hi Team,

Data entry completed for the matter .

Please let me know if it’s good for p1.

Thanks,