2. Review and certify instruments

The instrument preview allows you to review the details of the instrument to make sure they’re correct before certifying and signing.

Video: certify your instruments

Watch this video to learn how to certify your instruments in New Landonline - Dealings.

https://youtu.be/-8ulIXP0_BQ

Overview

  • The instrument preview allows you to review the details of the instrument to make sure they’re correct before certifying and signing. If the instrument preview is not correct, return to the Prepare instrument page to update it. 
  • A multi-party instrument (such as a transfer) must be certified and signed by Conveyancing Professionals representing each role. Once the first Conveyancing Professional has certified and signed the instrument, its status will be Part-Signed. The status of the instrument will change to Signed when all parties have certified and signed the instrument. 
  • The instrument preview for a partially or fully signed instrument will display any completed certifications in the order in which they were made.
  • You can certify and sign on behalf of another Conveyancing Professional in your firm and where there are multiple Conveyancing Professionals acting for different parties within the same role for an instrument. You need to have sufficient knowledge of the dealing to make informed and accurate certifications.
  • A key difference relating to mortgages is that Landonline will automatically create separate Mortgagor and Mortgagee roles (multi-party) for a new mortgage instrument. This is to separate who is representing the mortgagor and the mortgagee. In most cases, these will be the same people and the application will automatically default the Mortgagee roles to be the same as the Mortgagor roles, but these can be edited if there is separate representation.
  • Mortgages created in Legacy Landonline will continue to be a single role on behalf of both the Mortgagor and Mortgagee.
  • If a mortgage is created in Legacy Landonline, Conveyancing Professionals will continue to certify and sign on behalf of the Mortgagor and Mortgagee together even in New Landonline.
  • If a mortgage is created in New Landonline, Conveyancing Professionals will need to certify and sign separately for the Mortgagor or Mortgagee roles.

What to do

  1. Check the instrument preview.
    • Check that the details of each instrument are entered correctly, including:
      • the correct record of title is being transacted against
      • the correct mortgage instrument is to be discharged
      • all names are spelt correctly
      • the mortgagee’s name, memorandum number and priority amount are correct. 
    • Check that you hold evidence in support of the matters stated in each certification. 
    • If not already expanded, use the down arrow icon (located at the right-hand side of the instrument) to expand the instrument’s preview and certifications. 
    • A summary of the instrument will display in the middle of the page. This will update to reflect your signature once certified and signed. If the instrument preview is incorrect, go to the Prepare instrument page to make changes. 

Tips

  • You can print or download the instrument preview. 
  • Select the menu icon in the preview (located in the top-left corner) to expand the page to full view.
  • Your firms’ IT security settings may prevent you from viewing the embedded instrument preview. Select the link in the information banner to open the instrument preview in a new tab or adjust your browser settings to view within the page. For instructions on how to do this, see How to view PDFs within your web browser.

Certify and Sign check instrument preview
  1. If there are multiple representatives for a role, select a Conveyancing Professional and party (or parties) in the Representative section of the Certifications.
    • If you’re the listed Conveyancing Professional for an instrument role, your name will default in the CP for [role] Representative field.
    • When certifying and signing on behalf of another Conveyancing Professional in your firm, you will need to select the name of the person you’re certifying and signing on behalf of from the dropdown list. Names are listed in alphabetical order.
    • Use the checkboxes in the Parties area to select who you are certifying and signing on behalf of. You should only select the party or parties you’re signing on behalf of.
Screenshot of multiple CPs
  1. Review the certifications.
    1. Scroll down the page to review all certifications when acting for more than one role for an instrument, for example the Mortgagor and Mortgagee
Certify and Sign review certifications
  1. Select the certification check box or any special certifications.
    • To certify, select each applicable Standard Certification check box.
    • If special certifications are applicable, separate special sections will also need to be certified.
    • To make a special certification, select the appropriate option in each Special section.
    • Scroll down the page to review all certifications.
Certify and Sign select appropriate checkboxes
  1. Navigate to the signing page by clicking the Sign button (located in the bottom right-hand corner of the Certify & Sign page).
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