The Details (Conveyancing Details) data collection is where anything relating to the actual transaction/settlement) is captured. 
The table below details the fields contained within the details collection. It is important to capture as much information as possible as the fields below are used as mergefields within the document templates. They are also pushed through to the Settlement Calculator/Statement AND integration with InfoTrack.
| Transaction Type | |
|---|---|
| Conveyancing type | Dropdown list - The type of transaction (ie Sale, Purchase, OTP). **NOTE within the workflow there is not a separate matter/path for sale and purchase. Rather the templates have been coded to pull in the relevant details based on the answer of this field. |
| Conveyancing sub-type | Dropdown list - What is transacting (ie House, unit) |
| Which party do we act for? | Dropdown list - Do we act for the transferor or transferee? **NOTE only required for related party transfer only |
| Will this be an Electronic Conveyance? | Dropdown list - Will this be an electronic conveyance (yes/no) |
| PEXA Workspace ID Number: | Text field - What is the ID number of the PEXA workspace |
| Investment property | Text box - is the property being transacted an investment property |
| Otherside self acting? | Checkbox - Is the otherside self acting? |
| Length of contract | Text field - For use when there is no scheduled settlement date (ie waiting registration) |
| Purchase Price and Deposits | |
| Purchase price | Money field - Purchase price for property as per contract |
| Full deposit | Money field - Total deposit to be paid (include sum of initial and balance if paid in parts) |
| Initial deposit | Money field - Initial deposit amount to be paid |
| Has initial deposit been paid? | Dropdown list - Has an initial deposit been paid yet? |
| Balance deposit | Money field - Balance of deposit to be paid after initial payment |
| Has the full deposit amount been paid? | Dropdown list - Has the full deposit amount now been paid? |
| Deposit holder | Dropdown list - Who currently holds the deposit and how |
| Deposit bond | Checkbox - Is there a deposit bond? |
| Agent hold bond guarantee | Checkbox - Does the agent hold the original bond guarantee? |
| Reduction | Text field - Applicable only if there has been an agreed reduction between the parties |
| Loan amount | Text field - Amount lender is advancing for purchase |
| Payout figure | Text field - Payout figure for outgoing Bank/mortgage |
| Agents commission payable | Text field - Amount due to Agent for commission LESS the amount of the deposit held if held by the Agent |
| Special Conditions and Settlement Details | |
| Special condition 1 | Text box - Details of Special condition 1 to be met as pursuant to the contract |
| Special condition 2 | Text box - Details of Special condition 2 to be met as pursuant to the contract |
| Special condition 3 | Text box - Details of Special condition 3 to be met as pursuant to the contract |
| Special condition 4 | Text box - Details of Special condition 4 to be met as pursuant to the contract |
| Settlement booking time | Text field - Time that settlement has been booked for |
| Settlement Location | Text field - Town/City where settlement will take place according to contract |
| Settlement Venue | Contact Record - Location for where settlement will take place |
| Booking Reference/Loan Reference | Text field - Booking reference number |