Transitioning to New Landonline – Dealings

Information to help you use New Landonline - Dealings and be prepared when parts of Legacy Landonline are turned off.  

We have webinars, videos, news updates and instructions to help guide you through the New Landonline-Dealings.

Webinar and video guides

Watch New Landonline Dealings - covering the basics webinar (1 hour duration)

https://youtu.be/p2CEwzDQ5zs

 
Not sure whether to say good morning or good afternoon to everyone. It's midday. We'll start our webinar shortly, expecting quite a few people today, so I expect some people will join us in the next few minutes. 
I will kick us off. Got a lot of things I'd like to cover with you today, so I will just get started with a bit of a summary of what we'll be focusing on. I should also introduce myself. Kia ora. I'm Andrea Watson. 
So I work as the Consulting Solicitor in the Modernising Landonline programme. My background is as a practising property lawyer and yeah, I spend my days now advocating for the voice of the customer within the Modernising Landonline programme and doing some customer engagement work so great to be here with you all today, albeit remotely. 
So today I'll do a bit of housekeeping. Just about the webinar format that we are running today. 
Going to start us off just looking at some of the key dates coming up in the Modernising Landonline programme and give you a bit of a sense of when you can expect to see the remaining functionality that we are still migrating off Legacy. I’ll then just check back in what you can currently do in New Landonline right now. Today I'll spend most of the webinar doing a demo of the Dealings platform. 
The main purpose of this webinar is to assist people who haven't spent much time using the new Dealings area just to familiarise yourself with the different screens, the functionality which is sitting in there to help you get used to really just the new look and feel of how you're going to do your Dealings work. 
I'll leave some time for some tips about using our search product. 
And will also strive to have some time at the end for a Q and A. I have got some colleagues online today. Lila Chen and Kat Pepper will be monitoring the Q&A and striving to provide answers to your questions as you send them through. So please 
have a look now for the Q&A feature and that's where we'll ask you to just type in any questions you have as they come up. I understand some of you may not see the Q&A feature. 
I gather if you didn't register personally or if your Microsoft account wasn't verified as part of the registration process, you may not see that QA feature. 
So if you've had a good look and it's not there that that may be why. You can send questions to us at any time. The best e–mail address is landonlinefeedback@linz.govt.nz I’ll put that up on screen at the end of the session as well. 
But put your questions in the Q&A. You can also upvote them to help us get a sense of what are the most top of mind questions for you. 
I'll also mention just for some further housekeeping. We're going to record the session today and we will send a link of that through to you in a few days, once we've got that ready for sharing. We will also be publicising it. If you've got colleagues who weren't able to make it today they should be able to access this recording. 
We are running another webinar next week. It's effectively just a shortened version of this webinar, really just focusing in on the Certify Sign Release and Submit Dealing steps, whereas this webinar will take you through the entire Dealing flow, familiarising yourself with the whole platform. 
So if you have attended today, I don't anticipate you'll get much additional by attending next week's webinar as well. We are aiming to address similar content, albeit shortened and more focused on those final Dealing steps. 
One last point, we've tried to keep this within our largely compliant with the CPD regimes that most of our professionals work under. One thing we're not in a position to do is send out individual confirmations of attendance. So just flag –you just need to organise your own documentation that you've attended today, if you're looking to claim CPD for this session. 
All right, I think that's enough housekeeping. So let's dive in.


Just going straight for the key date that is top of our mind in the programme at the moment we'll be switching off the first parts of Legacy later this month. 
So Certify Sign Release and Submit you can now do across the board on the new platform. You can do it for all of your Instruments. All of your Dealings. So on the 24th of September we will be switching off those actions in Legacy Landonline. 
So congratulations on attending today. Just building your comfort using the new platform. 
Because you will be exclusively using that for those later Dealing steps as of later this month and it won't be long until we're switching off the full platform once we've migrated some remaining functionality. Really would encourage you to just start doing as much of your supported work as you can on the new platform. It means you'll be familiar with it and you'll hardly notice when we switch those off in Legacy Landonline. 
So I referred to the fact that you might still be doing some work in Legacy. We've migrated most functionality now. There's just a few bits and pieces that we're still just working up at the moment, and it's really just a few Instrument types. 
As you'll see on this slide, we're actually going to be releasing the OCTN instrument quite shortly. 
Could even be next week, but don't quote me on that. This month we'll be releasing OCTN. 
Caveat shouldn't be far behind and in fact the rest of the Instruments you see listed there. We've got teams busy building right now, so we do have a goal to have most of this remaining functionality released before the end of the year. You'll also see some other functionality I've noted down there, just ancillary functionality that we've heard is important for our users that we're just working to migrate across to the new platform.


So these are really the only things that might crop up in your work that might drive you to go back to Legacy. At this point, almost all of your work can be done end to end on the new platform. So I'll just bring up a summary of that flipside next.  

So as of today, well, it's been the case for a few weeks now, you can Certify Sign and Submit Release all Dealings all Instruments, everything on New Landonline. You can also do a lot of your end–to–end Dealing work. 
So particularly if you got Dealings which comprise our supported Instruments which I've got up on screen there and you just shouldn't have any need to be touching Legacy as you prepare Dealings made–up of any of those Instrument types.


Right. I might jump across to a demonstration. So my goal with this is really just to work through the key pages that you'll be interacting with as you're working through a Dealing in New Landonline and point out some of the main bits of functionality. Give some tips and some learnings as we've spoken to users as they've gotten used to the platform, try and point out some of the key little nuggets that I hope helpful to you. 
So I'll just stop sharing this screen and flip over to my web browser for my demonstration. 
I've started on this very familiar page to all of us. The Landonline page on our website, this is where you'll find the links to log into the New Landonline products rather than logging into Legacy, you'll be clicking along here. It doesn't matter too much which product you select to log into once you're in the environment, you can open up different apps. If you log into Dealings, you can get Search open without needing to re–log in or anything like that. 
So I'll get us logged into Dealings and I'll just be entering my regular Landonline credentials.  

 

There's nothing you need to do to get started other than remember your password. 
Jinxed myself! 
You will be prompted to enter your MFA code

If you haven't set this up yet this is the new security provisions we have in place rather than your session be tied to your Digital Certificate, as further authentication, we now have some more modern options for you, so the first time you log into New Landonline Dealings you will be prompted to set up these MFA options. We recommend you set up a couple. I think I've got SMS and a Authenticator app set up for my account for example.


I'd suggest that you just do that as a standalone action. If you have a minute after the session, I'd suggest you just go into New Landonline login, get that MFA set up so it's all ready to go next time you need to use New Landonline, perhaps at haste. That'll all be ready for you there, so I will just grab my phone to get my code. 

And the helpful thing about this MFA option is, of course, that you're no longer tied  

to the device that has your Digital Certificate to do most of your work in New Landonline, the only time that you do need to use the device with your Digital Certificate is if you are doing the Certify and Sign action itself, we still rely on the Digital Certificate as that quite secure encrypted second authentication option, but curious about what we could do there in the future. 
What you've seen pop up is a splash screen. We use these for our larger releases, just to let you know what new functionality is in there.  

So I’ll just show you around this landing page and I mentioned that you can switch between – we call the apps – so I'm currently in Dealings if I want to be doing some searching, I can click here. Now if I click on the right-hand side, this arrow in the circle, it will open up Search in a new tab. So I'll keep my Dealings tab. I'll also have the search tab open. 
Whereas if I click along the left-hand side, the word Search with the icon next to it, that will open in the same tab so it will, you know, I'll lose the view of the Dealings app that I've got currently – it will update to show Search. So just keep in mind I usually pop Search in a new tab. 
Over the other side, the right hand side, we've got the main menu that's got some links to our Help material and also our What's New page which just tracks releases if you ever want to just stay up to date, what we've released in the last few weeks or months. 
Also, some user account options there. 
The best way to access Help in my opinion is through these Learn More buttons which are speckled around most of the pages in the app. Those will take you to the page related to the functionality you're currently looking at. For example, if you're on Certify and Sign, clicking there will take you through to the Certify Sign reference material. 
Which I would note all of our reference material is now on our website. In Legacy it was in a separate PDF document. All of our material is now on various pages on our website. 
And I would recommend that to you. We've got quick videos. We've got step by step instructions. If you do need to brush up on any of the functionality in the app, you will find what you need in that reference section of the site.



Pardon me Andrea. It's just Katherine here. I'm just looking at my view and I don't know if it's for the rest of the participants, but it seems quite zoomed out, if you know what I mean. Can you increase your resolution? The browser? A little bit? Just a little bit more just for people that have ... Yeah, that's great. Thank you.



Thank you Kat.


All right, so now we've got a good view of the My Dealings tab. That's what you land on when you first log in. It's any work for which you're either a PC or CP. You can flick over to Firm Dealings to see all Dealings associated with your firm. And we have just kept the concept of Legacy that those are grouped according to author.


The final tab you'll see here is Supplementary Actions that relates to some Notice of Change products we have, which are available after a registration. So if you've forgotten to finalise, or didn't create a Notice of Change during your dealing, you can create one after registration or complete one.

Finally you can register a correction. So if you input either the relevant Instrument number or the ID of the draught NoC or a NoC you are looking to correct, you can get that all pre populated. You can complete the form and get that sent off to council so that is sitting in the Supplementary Actions tab. 
All right, I'll show you a bit more around the My Dealings tab.


You can do some customisations here, and because I'm in Incognito mode, my browser hasn't remembered the customisations I've made. In practise, I seldom used Client Ref 2. 
And the Dealing Status does not give a lot of information and so I generally put those over to the right-hand side. Most browsers will remember the order that I've set here and bring that up the next time I open. 
I will just talk a little more on the Dealing Status. Just to clarify, the main purpose of this column is to indicate and contrast any Dealings which might have a status of Lodged or Requisitioned, those will all show in this area.

A draft dealing is really just something in progress. You don't get down to the detail of the status of each Instrument. I'll show you how to get that shortly though. 
You can also reorder your – can choose which column your list is ordered by. It defaults to being ordered by Dealing number, but if you prefer to order by Settlement Date for example, you can click on that and customise that way. I don't believe the browser saves that setting, so keep that in mind.


If I want to differentiate between work I'm listed as the CP for, things I might be signing, that's currently not relevant to my user setting, but I can just refine my list to Dealings which I'm only CP for, or which I'm PC, or everything.


When I come in here looking for a Dealing, perhaps to Certify and sign. I just go straight to using the Filter. Generally I can type in part of the Dealing number, the Client Reference or actually part of one of the affected titles, and it's going to start refining the list. 
So I'll just do a couple of details there. So you can see in action. 
I often set up Dealings against Title 5555, so you might have just seen that starting to refine.  

The way you experience that in firm Dealings, you will still see groupings per author, and so once you've used a filter you can open the relevant tab and should be able to quickly find your dealing because I've used a title which I use quite a lot, it's maybe not quite as impressive as it might have been, but I trust the point has been made. 
OK. The last thing that I've learnt to look out for here is Dealing Locks.

We have maintained the important logic that only one person can be in a Dealing at any given time. So if someone else has locked the Dealing, you can see that.  

Let me just replicate a lock here for us to see. If someone else has locked the Dealing, I will see a padlock next to that row.

If I have a Dealing locked, I'll see a pencil. 
So that's an indication I need to go and exit out of the Dealing.  

I know in this case it's in another tab. The best way to exit out of a Dealing is right up here next to the Dealing number.

That'll release my lock every time.  

If I don't – if it's a surprise to me that something's locked, I don't have the tab open for example, I can just open that – reopen it – and exit out the correct way. And that should handle problem solving for any Dealing Lock scenarios you come into. Unfortunately, we can't entirely bail out of a situation where another firm has the Dealing locked and has forgotten to close it. Sometimes there's still some phone calls needed for some of those scenarios.


The Dealing details’ Slide out provides a lot of the summary information that people are seeking. For example, on settlement day, if they want to see if something has been released or signed, for example, I'll just go a little slower. I'll go back to how I access that clicking anywhere along the row for the Dealing I want to see will show me that Dealing details’ slide out.

One exception– hyperlinks. 
We have put those in a few places in the app. We trust they're helpful. In this case the Dealing number hyperlink – that will take you straight into the Dealing if you know you're looking to edit and want to skip some steps, you can click on that. Clicking anywhere else will bring out the summary view for you, and here you would be able to see if any of the Instruments were released, part signed, et cetera.  

So that is a key reference document.  

We haven't currently polished a printed version of this, but you can use the browser print, so I'm just going to hit control P for example on my keyboard and that's going to bring up a printable version of this page. We are looking to put the client reference in there so you should see that crop up soon, but otherwise we trust that printing this should get you the information you need. If you want to hold that on file. 
If you want to go into a Dealing, start working on it, as will be a bit of a theme in this webinar, there are a few options. If you're already in this Dealing details’ Slide out, you can hit Edit Dealing.  If you're not, as I've mentioned, there's the hyperlink here. 
And you'll often get these menus along the right-hand side of a row, which will give you some options.  

If you would want to go straight to Certify and Sign, for example, you can select that and land straight on the Certify and Sign page. 
What I'll do for the next part of the demonstration, though, is to create a Dealing to show you around most of the dealing pages, so I'll hit here New Dealing.


And I will see the Reference information tab come up, so I might, generally I would put that in right away. I can choose if I want to specify a Settlement date. If I've got a dealing for which I want to link an LT plan to deposit when my dealing lodges, this field here is where I would link that LT plan. I'd put in the number. I'd be presented with some options which I'd then select. 
And once I hit Update, all of that is persisted. I can go back and edit this at any time if I need to. 
So I'll add some Instruments. 
I can, as soon as I click the field, I see some of our more common Instruments pop up so I can just delete that if it's easiest. 
We're going to use the training title today. 
Typing in some or all of that reference and then click Add.  

Another thing about this field, you'll notice with the explainer text here, you can also enter an Instrument number and what that does is it searches for the titles which are affected by that Instrument number. So this would be something if you're discharging a mortgage off a lot of its affected titles, you might actually prefer to type in the mortgage number. You'll see all of those titles come up. You can select some or all of them, and get those into your Dealing. 
Another way to add an Instrument is to type some or all of the Instrument description or its code. 
And we're often affecting the same titles for multiple Instruments. So this button to the right of the Add Titles field comes into its own – that will just bring down any titles you've already referred to in your dealing. 
We'll shortly be releasing an Advanced Title Select, which allows you to Custom Select from the full list of titles in your Dealing, and if you've linked a plan, any of the pre allocated titles, you'll be able to bring up a screen when you can select or unselect scenarios like subdivision. 
Various easements affect different titles, we expect that you'll be using that more advanced view. So we're planning to release that in conjunction with the OCTN Instrument later this month. 
So I've got in my Instruments and you'll be familiar with the Roles function. I've set default PC and CPs so I can populate those using this button here.

You might have noticed when I hovered over it, it did come up with some explanatory text around what the feature does. We trust it's helpful for some of our slightly more subtle UX features. 
So up here I can see for example, that this set of radio buttons represents who is responsible for fees in the Dealing. So as you work through these screens, do keep in mind that we do have that hover text speckled around just to explain interactions there. 
I will just populate my defaults for the purpose of this demo. The keen of eye will have seen that we are now a bit more explicit with the mortgage Instrument separating the Mortgagor and the Mortgagee Representative. We know that in most cases that is the same practitioner. So we have still kept some streamlining for you there. When you populate the Mortgagor’s Representatives it will copy that down to the Mortgagee’s reps. If there is someone else acting for the mortgagee, you can delete that. You can add in the correct PC/CP, but we trust that's just a bit of a time saver. 
So that’s the most common Mortgage scenarios there. 
So I'll hit Save. 
I could alternatively just go straight to preparing my first Instrument, which would implement a Save, but I just wanted to stay on this page a little longer to show you the left hand side of the screen which is now populated with all of the dealing steps I'm going to be working through for this dealing, and because we have Instruments requiring a Notice of Change and Tax statements, those options are now very visible. If the dealing didn't have any such Instruments, those wouldn't show up on that left hand side navigation. 
So this is the main method I use to get straight to the dealing action I'm planning to do on any given day, but as I mentioned earlier, we usually have a couple of options for you. 
To prepare an Instrument, we do have some hyperlinks pickled through the app with the Instrument descriptor that's always going to take you to the Prepare page. We also have this menu next to each Instrument where you can jump straight to a particular Dealing action. 
So I'll just give you a peek at a few of the Instrument pages. I can't show you everything, but just highlight a couple of features I trust you'll find helpful, and it does start to demonstrate just some of the user experience you'll come to expect as you're preparing Instruments in the app.

Transmissions is one of our newer Instruments and we've introduced some prompts around what information is needed for particular Transmission types, so it's defaulted to Executor/Administrator. I can of course select what the relevant Transmission type is, but once that's populated some of my fields customise their wording.  

So the date acquired, we're now a bit more specific, but actually what we're looking for is the date of probate. 
I'll just get some junk data here for the purpose of the transaction. 
It's clarified that the Registered Owner field relates to the deceased. If there were multiple parties here, we trust that would help you make the accurate selection. 
I'll put it in some details for an executor, and rather than defaulting it to executor, we ask you to make that selection. We in Legacy we found sometimes users not specifying that they are for example Administrators. So we just ask you to actively notify each time for that. 
So you'll see the summary view on the right hand side of the page

A bit of a new concept. What that represents is most of the key information that you've been inputting on the left-hand side. 
We summarise back to you in a slightly condensed form, sometimes with some extra information just to help you validate that you've entered the details accurately for the Registration you're trying to achieve and that comes into its own in the transfer Instruments. So I might actually push on to that.


You may have also seen within the Prepare page there are also buttons to take you to Certify and Sign Notice of Change. So just another option again for how you navigate through your Dealing.


I'm going to throw a Complex scenario at the transfer–complex scenario at you for this. Much of the time, you'll just be working in Simple mode, transferring from all owners to a new owner.


But just for the purposes of demo, I might pretend that this executor is just administering part of the estate, perhaps just half of the share in the property.  

We've introduced a few more prompts to help you validate the calculations you've been making. So here first I'm noting that the executor had a full share in the property. You’ve now input that they're transferring half so they have a remainder half share once this Instrument is complete. 
I might also throw a combination ownership scenario at us, so if they are transferring, say [pause]… You see me adding a group, this group is another concept we've just introduced for the purpose of you visualising what registration you were setting up, and it's really just to represent a joint tenancy. So if a couple are jointly holding a share, this grouping represents that, we trust, a bit more clearly than Legacy did. So let's say in this scenario this half share is being split equally, so they're each receiving 1/4 share. 
When I hit Save, my summary is going to update with the resulting ownership. We've built that more front of mind and for users and also for the Complex Transfers, we've introduced a bit of a pie chart  

as another way of displaying what the resulting ownership is. We can see the remainder interest of the executor here and then the quarter shares being received. 
In one case as a sole tenant in the other case is this joint tenancy. 
So use it if it's helpful. And yeah, just cast your eye past it if it's not.


These other bits of functionality are sitting within that page. The ability to attach an image, for example, all of the functionality that you'll have been used to in Legacy is supported for Instruments like the Transfer Transmissions.


I might even just go back in because I did want to show you the Attach Image, so sorry for the quickly changing screens here.


If you're only affecting part of the land, you can input that here in Complex Mode. 
If you, if the parties have agreed to a fencing covenant, you can select that and it will then be recorded on the Instrument. If you have additional clauses to type in, you'll be putting them in here. In images we now support PDF documents. 
So that should make some big gains in terms of the retention of image quality. So you can drag your PDF documents and you can click to Browse for them from your file area. Each document can be up to 10 megabytes with a total of 20 megabytes per Instrument. If you really get stuck with that though, do reach out to us.


Lastly, I'll show you the Mortgage Instrument just to show you another couple of smarts that we've put in there. Just check my notes to make sure that I'm touching on all of the key concepts, all right.

Mortgages.


Much of the time we're registering to one of the big banks and you'll have to excuse the slight friction, I've been sitting up here with the partially administered estate, but if we can pretend that this is a slightly more regular, regularly owned property, someone looking to put a mortgage on there, there's less need for the quick codes that were in Legacy. They are still bouncing around the system, but to input the name of the mortgagee you will see the name of the bigger banks come up at the top of the list.


Alternatively, you can start typing any part of the name of a lender and if we have them saved in our system, we will start returning possible results to you.  

As soon as you see what you want, you can click there and you're on your way. In some cases, you're registering on behalf of a private mortgagee so of course you could free type that in. Similarly with the memorandum number, you can always free type in here.  

But if you click into it, having identified that Westpac is the mortgagee, we then bring all of the relevant memorandas to the top of the list with the newest one first, which we trust will often be the one you're registering in respect of. 
So I would recommend bringing up this list and just validating and then selecting the memorandum. Just I think it slightly reduces the chance of a typo or some any data issues there.

So that's a quick peek at the mortgage Instrument. I'll show you the pre validation here at the Instrument level.  

I can click on to Pre–validation here on the right–hand side and this little go button will run that for me.


If I had run the Pre–validation at the Dealing level already, any results would be sitting on that Pre–validation tab already, including any icons such as the one that's already popped up, so you’d inherit that if you'd already run the Pre–val. This has just given me a warning about the priority amount so. OK, I’ll get something in there, go on my happy way.


I will show you Pre–validation at the Dealing level but least I forget I might just flag one other enhancement we've made when you're registering Transmissions. We add the type of Transmission that you've selected, just as a descriptor. When you see this Instrument described on the various pages on the app: a lot of these sort–of further clarifications, they're nothing that flow through to the ultimate registered document. You know those remain as you're used to seeing them from Legacy. 
But they're just ways that we're exploring to just help you prompt validate, that you've entered the information as you intended. So keep your eye out for that. We're also thinking about using a similar approach to let you, for example,  
give– a better word– nickname for example to an Easement Instrument. You know, perhaps specifying it's the Chorus Easement in a subdivision, for example. And so let's see if we can lend that as an enhancement. We're always trying to strike that balance between migrating the core functionality and making space to get some enhancements in along the way. 
Son Pre–validating the Dealing. I can access from this left–hand side  

similar click on the Go icon or there's a button down the bottom here.

I'll run it at the Dealing level. If I see something which I want to remedy right away you'll see that I can actually click on this row. It will take me to the relevant page where I can address the item that they've raised and then keep going. We don't assist the Pre–validation information as much in Legacy. 
So when you open this you’ll often just be running a new Pre–validation rather than seeing an old report for example. 
We’ll just whip through the other pages that you will be interacting with to generate the documentation for your Dealing.  

In the first case the A& I form, we haven't really altered the information you need to put in here or the fields that you'd use to do that. We have brought the “high risk transaction” question right up the top though as we consider it as helpful to turn your mind to that right from the get–go. 
The rest of these fields will be largely as you're familiar to seeing them in Legacy in some cases. You're entering some further information. You'll see the Instrument. 
Details pre populated. Once you're ready to generate your form, you're looking along the bottom here. I've generally generate mine as Word documents. That's the default, but if you do want to customise it you've got an option here and to get your form you're clicking on one of these buttons here. So from first generating my Private Individual form, I'll click that – it will get it generated. I can then go back and click Private Corporate to generate that form.

The documents themselves we have modernised the formatting of. We haven't substantively changed the documents, so we do consider you can use them interchangeably. If you've got an A&I form that you generated from Legacy, you can rely on that to sign in New etcetera. There's no substantive changes other than some modernised fields. We are actually looking at making our current A & I forms even more usable. If you're needing to copy paste within those, really customise them once you've got them out of our system, so you might see some updates in that space in the next couple of months.

The Notice of Change, if that's relevant to your dealing, the input field should be quite familiar. Because when we retrofitted it into Legacy, we did bring in sort–of the new look and feel that you'll be seeing here throughout our app into the Notice of Change input even in Legacy. So if I click on the Instrument, I'd like to generate my NoC for first, I will see that Slide out. Because I'm using a test title [it] hasn't pre populated as much of this information as you would be used to seeing. 
But I trust the screen is quite familiar. You'd be working through putting in at the bare minimum the default – sorry the mandatory – fields and probably putting in some of the additional fields as well. Often a Council will call either you or your client. If you haven't given them the information that they need to update their records. 
I think we're all pretty used to this product by now, so I won't linger on this one other than a quick reminder that the relevant party for a transfer – that's the vendor – needs to click Ready to send. That instructs us to send that to Council once the dealing registers. If it's not marked Ready for send, we will not be so presumptuous as to transmit that across to the Council, we'll send you an e–mail to let you know that it is still in draft form and you can go into the post registration NoC 
features to finalise and get that sent off.


Might just reiterate one of those user experience patterns that you're seeing throughout the app. I clicked anywhere along this row to open that Slide-out. 
Except the hyperlink. 
That hyperlink will take me to the Prepare Instrument screen. The intention here for example was that you can see actually a recent nomination hasn't been updated in the Instrument. You see some old details in this owner's name. You might just want to quickly jump back to that Prepare screen, get it all up to date before you go any further getting your Notice of Change sorted. Tax statements are the next documents you may be preparing. Certainly if you've got a Transfer in your dealing. 
So you're going to see a list of all of the parties in the dealing. If you're not acting for those parties, you will see a more condensed, really just a summary. 
And the key information that we’re presenting you for those parties is really whether they've completed their Tax Statement in the system. You won't see the details of their IRD number, et cetera. 
For parties that you act for, click anywhere along that row and you'll get your Slide-out panel.


This interaction is structured in a similar way as Legacy. The way that you answer the first question determines how the next relevant question will populate. You can work your way through that. Legacy used to spit out multiple consecutive error messages. If you didn't fully complete this form. We tried to streamline that little gem just by giving you one button down here – Check form. You can click that at any time and just be prompted as to what fields you haven't yet completed. Maybe you don't have that information yet. All good. Once you're ready to generate a form, if you're looking to do that in our system, you're clicking here on the View PDF. 
And just note that there are 2 versions of the Tax Statement. In most cases we expect you'll be using the full statement that is a modernised version of the full Tax Statement form. It's got those navigation aids helping you to know what the next relevant question is, giving you some tips to finding some of the key terms. We're slightly tweaked some of the wording in there, but again, no substantive change.

You can rely on Tax Statements generated from Legacy to complete transactions because they are substantively setting out the same information. 
The short version Tax Statement, we anticipate you might use for repeat customers who are now quite comfortable with this regime. You probably have all of their information to hand already so you can populate that all into the system, generate the short form which is just a one pager which summarises the entries for your client to then review and sign. It's a little shorter, few less trees needed to print that one. 
So that's a quick look at how we've addressed the Tax Statements. I can just fictionalise an exemption here just to show you what it looks like, once a Tax Statement is fully complete.  

So you'd see that if there is genuinely an exception which is applicable ,or if all of the tax information has been input, including the date that statement was signed, you'll see those green ticks here if you do want to check on that status getting closer to your transaction date. 
I'm going to jump across to our test environment and to do the last Dealing stages.  

I'm not feeling bold enough to Certify and Sign in the live environment I'm currently in. I'm so I'm just going to log into our test environment here.


To a dealing I prepared earlier. 
For this dealing, I've set up a scenario where you have different parties acting for, a set of, I guess, multiple transferees. You'll see down here in the transfer, there's one rep for the transfer rule, but there's two named reps for the transferees. 
I've listed those as both users within the firm that are logged in for, so this would be a scenario where the firm has a Chinese wall [also known as an ethical wall] in place, with different teams acting for different subsets of the transferee that'll come into play when we hit the certify and sign screen.


If I don't have signing rights, I can still view all of this as read–only. I can go and look at the certification, see if there's any special certs, for example. We've kept all that logic from Legacy, but I'm going to show you the act of certifying and signing today, and you'll see on this landing page I get a glimpse already of the current signing status here in the Dealing. This first Instrument has signed, and in fact released. The second one is partly signed. I can see that on the status column and the icons along the left hand side largely reflect that if the Instrument wasn't sufficiently prepared, I would see a big red cross icon just indicating it's not yet ready to be signed. But if it's all clear like this mortgage, it's good to go. So I'm going to click into the first Instrument  

I'm looking to sign today. It's going to show me the preview of that Instrument. 
Most browsers will have a sort of default view, with which they present this information. 
I generally get that a bit zoomed out. Sometimes along the left they're showing you this preview, which is wholly unhelpful, so I might just hide that. Many browsers do save your settings here, so I encourage you to work at customising to a view that works for you. 
And yeah, see if your browser will keep that for you just to save a bit of time next time. Once I've reviewed the Instrument, I can get on with my certifications.


In this case, the transfer, if you recall, was part signed and I can see even on the smaller part of the screen that little reminder. 
Today I'm signing on behalf of the transferror and I'm signing for the, yeah, for some of the transferees. So I can select which of the named CPs, which of the sort of teams on that Chinese wall I'm signing a respect of and I just I think it defaults to the one which hasn't yet had a signing. I'm also then selecting the parties that my signature relates to, so you're only going to see that view if the Instrument has been set up as multi-CP for a single role. 
I think I've made all of my certifications for this Instrument. I'd like to certify the mortgage as well today, so I can either click on the mortgage row along here. I can also use these bottom – excuse me – these buttons Next Instrument or Previous Instrument, or the more subtle arrows along the top just to take me down to the next Instrument which I'm responsible for signing.

I'll review, make my certification and as I mentioned, there are separate certifications for mortgagor and mortgagee. No substantive change. Whereas in Legacy we did combine those certifications, they had the same substantive effect. So we aren't asking you to do anything different. We're just being a bit more explicit that you are acting in some different capacities and will need whatever an appropriate authority from the relevant parties might be. 
So once I've worked through all of the certifications, I'm going to make, I can proceed here to signing. It's given me a little clue how many Instruments I've got at least partial certifications for – in case that's helpful for some of your bigger dealings, just to track how far you got.


The confirmations on this page match those required in Legacy. You can see a summary of the Tax information input into this dealing I set up for the purpose of the demo. If you want to see the full Tax statement, you can open that out here. 
As a one-off task, each time you get a new Digital Certificate, you need to connect it. You need to link it into this browser–based application.  I already have, I've got a nice happy colourful icon here. If that was grey and I was being prompted to make that connection, there's some instructions here about how to do that. 
You're effectively just locating your Digital Certificate in your files and selecting it to make that connection, and you won't have to think about that again for 2 years. Almost all browsers will remember that link rather than needing to do it each time. 
I'm entering my passphrase next. That is a little different to the user flow in Legacy. It just relates to the way that we structured the security features on this product. 
And so trust you'll get used to that pretty quick. So enter in your passphrase first. 
Click Sign and you'll be prompted in this pop–up to then enter your password.  

Hey just drag your pop up onto the screen, there, Andrea. Must be on a – Oh, it's gone. 

Click confirm. 
Oh, thank you. It sounds like it didn't show. 
I can – perhaps I'll just ask for, yeah, some faith in the attendees that there is a pop–up. If you would like to see a copy of that, there are videos in our reference material stepping you through each of these things. So if you wanted to brush up on certify and sign for example, check out the video on our website and that will show that pop–up.  

The signing has been successful, so I saw that little toast message and the status is all up on this page, within a second or 2.

Just flagging that sometimes that process of getting the signing implemented can take a bit longer if you've got, if you're signing a big set of Instruments all at once, or Instruments which have each hundreds of titles, that can sometimes take a few minutes. 
If that process takes longer than 12 minutes, it goes outside of the tolerance of the sort of security set–up we have and you are required to retype in your password.

So just flagging, if you're doing quite a big signing, just monitor that that signing completes that the 12 minutes doesn't elapse and requires new – a new password.  

If, for example, you got wholly engrossed in another task, didn't notice that – you might get yourself in a position where you lose your Dealing lock and you might be needing to repeat that. I don't think it's going to happen very much, but just wanted to flag that 12–minute window. 
The rest of the Dealing steps is not too much magic in it.

In this case I have an Instrument already released and so you can see here 4 firms with the relevant rights in this Dealing. They are able to revert to Signed by clicking this button. Otherwise I can select here to select all the other relevant Instruments or custom select those. 
Hit Release.


I will get a warning if there's an Incomplete Notice of Change, and in the key I might have seen an icon on the screen as well to that effect.


It's a good opportunity to get that marked Ready to Send, but if you have good reasons that you need to release right now, you might override that. 
Submit is the last step. 
And you're seeing again similar information as you're used to in Legacy set out in a slightly different way. The summary of the fees associated with the submitting firm. 
A optional field where you can add further notes for a fees report. You'll always get the client reference noted down there, so in most cases you won't need that I expect.

The bank client reference field  – if you're working with an onboarded bank, you'll put the reference that they have given you on their Letter of Instruction. 
We've had feedback from the profession that it would be more helpful to have this field on the Prepare Mortgage page, hear that loud and clear, agree. 
It was quite a large build to implement that while we still had Legacy working interchangeably in the background. As soon as we switch Legacy off, it will be a far more straightforward build to move that field. So we do consider that a high priority enhancement. Once everyone's off Legacy, we should be able to make that change. 
We've used the same logic with post registration, searches, selecting some of the documents which most commonly customers want to order, but you can always customise your selections here. You don't need to order anything unless you want to receive it.  

We had some queries whether you need to order the products in order for them to be sent to the bank through the Notice to Mortgagee. That's not the case. All you need to do for Notice to Mortgage is put in your bank client reference. 
So I've been clicking around here, hopefully I haven't done anything to slow my Submit. I'll just see a confirmation with an indicative, some of the search fees. 
And again can take a little bit of time for the Submit to process, but there's not that same authentication going in the background, so this will just process in due course. 
Big green tick. Just what I like to see.


OK, time is quickly passing. What I wanted to do is spend a couple of minutes looking at the Search product and I might just jump back to the live environment here so you see exactly what is supported right now. I'm mindful that we released a lot of spatial functionality recently which brings a lot of opportunity  

for some really in–depth research. 
I customised my view just to remove a little bit of the clutter, so I thought I'd just show you how to do that. 
I've zoomed in so you can see what my default view is, it's really just the live parcels hydro and road. 
Parcels – Live  – Parcels–all. 
And I do have Street Address on. I was playing with this earlier so I must have toggled something off here. I'll just try and reset that. 
I can change how much of the screen is taken up with the map view. 
And what I've done, having selected the Layers I can flick across to Current and get even more granular about what I'm seeing. I can toggle on Appellations and Areas. If I'm doing research trying to locate pieces of land, I find that really helpful. But most of the time I find it adds a bit of noise, so generally I have those toggled off. Once I have a set of Layers and Labels that I'm really happy with, I can click here –Save as default view. 
What you're going to see each time you login. 
Just acknowledging that the way you interact with the screen is also slightly different than the more simple version we released just to get some of the product into your hands. When you click now on the map, you'll be given the choice. Are you interested in the Title or the Parcel? 
In some cases, if you're doing research, you might be looking more at the Parcel 
Layer. In most cases, I think we're after the Title, so just get used to selecting that. I won't linger on the sort of core features of search – how to order products et cetera. I am though curious if there is an appetite out there for a webinar on web search. Just looking at the different ways you order products, using the product list, the equivalent of the search tree. So I might just ask my colleague to put a question in the chat to that effect. Is there interest in say a 30-minute webinar on Search? 
If that is the case, I'll just ask you to upvote that question. 
Yeah. Give us that intel. If there is appetite, we can get a webinar stood up. 
Well, that is the end of my demonstration. Thank you. That was certainly a flying tour. 
I'll just check in with my team. I know they've been busy answering questions as we go. 
But I'll just access a document we prepared earlier to see if there's any sort of themes of questions that are worth talking to. 
Here's the e–mail address if you weren't able to send any questions through to us using the Q&A feature. I also took the opportunity to do a little shout out about a big consultation we're running at the moment related to moving to digitally visualised survey plans. I trust you all got an e–mail about that. We've got a great web page which talks you through the concept, has a demo and in fact has a prototype you can play with. So really encourage you to turn your mind to that. Think about what feedback you have and either reach out to your professional body or just directly to us. 
It looks like we did have a couple of themes come through in the question, so I'll just speak to 2 of those in the remaining time we have. 
There was a request to show the Preview Instrument screen in a question about whether that is able to be printed. 
Absolutely. What I'll do is I will share my Dealing screen again to demonstrate that. 
Few different ways you can preview an Instrument,

the first of which is right back here on the Landing Page when you're looking at the Summary of a Dealing, you have the option here to just pop up that Instrument preview.  

In each case that just comes up as a new tab shows you that preview, and you can print or save this. You can also access these from within the Dealing. 
Either it's – nope, nope. We must have rationalised that one within the Prepare page itself, the summary gives you an indication of how you've prepared the Instrument, but if you want to see that more official–feeling preview, at the top of the Summary view here there is also a link to access that preview and you can print that from there. 
I'll see if I can toggle across to the other question.  

I'll just stay in Demo mode. 
The second question 
While most of the vendors’ side lawyers or legal execs do convert the Notice of Change to Ready to Send, could it be made mandatory that the Dealing cannot be released until that's done? We have heard that from other customers, we've been a bit reticent to really force their hand in case there are circumstances where a registration is quite important. We haven't taken that step. 
But you know this environment is considered every now and then. The Valuer General you know may turn their mind to, you know, making this Notice of Change more compulsory. I'm not sure whether we'd reach the point where we require it as part of the Dealing or whether we'd keep that post–registration option available. But I will note, you know, each bit of feedback we get from customers helps us build that picture on sort–of where they're thinking on that. 
The last question, how do you treat Pending Instruments under the tree? So that'll be relating to Search. 
I don't have a demo in mind, but I can assure you that is now available. When we first released Search, you weren't able to see Pending Dealings, but you now can. So if you are looking at a Summary of a Title, if you scroll down through that summary, you'll see a list of any pending dealings. If you add it to your product list, you will also see as a subfolder, information on any Pending Dealings associated with that Title. That went live, I think last month, so it is now available. 
We've hit 1 o’clock. Thank you for your time, everyone. We'll get this recording out to you in the next few days. Any other questions? Please do bring those up by emailing us. 
Enjoy the rest of your afternoon. Thank you all. 

How-to Dealings videos

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Desk guides

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Differences between Legacy Landonline and New Landonline

The look and functions of New Landonline are considerably different from Legacy Landonline. Explore the changes:

Key differences to Legacy Landonline

Latest changes to Landonline - Dealings

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Known issues for Landonline

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