Linking a Primary Contact and Conveyancing Professional

To save time when creating a new dealing, you may wish to set your preferences to link your name (as the Primary Contact) to the Conveyancing Professional who would normally certify and sign your transactions.

Below are the steps to follow to set your preferences:

Step 1

Linking a Primary Contact and Conveyancing Professional Step 1 - My Details icon

 

Step 2

When the screen opens, click on the Preferences tab.

Linking a Primary Contact and Conveyancing Professional Step 2

 

Step 3

Click on the drop down arrow in the Conveyancing Professional Firm.

Linking a Primary Contact and Conveyancing Professional Step 3

 

Step 4

Select your firm's name.

Linking a Primary Contact and Conveyancing Professional Step 4

 

Step 5

Select the Conveyancing Professional's name from the drop-down list in the Conveyancing Professional field.

Note: Only conveyancing professionals who have certify and sign capability in Landonline from your firm will be displayed in the list.

Linking a Primary Contact and Conveyancing Professional Step 5

 

Step 6

Click Linking a Primary Contact and Conveyancing Professional Step 6 to Save and Close the screen.

Note: Following this process will mean that the details entered will become the default information so when you next create an e-dealing these details will automatically be generated for you. If you wish to change the Conveyancing Professional or Primary Contact, repeat the above steps.