Summer services update
When setting up a dealing at least 1 instrument and 1 Primary Contact role must be entered before a dealing number can be issued. The dealing can then be saved without the other instrument roles being added.
Instruments should be organised in the order that they are to be registered on the affected title.
Preparing an instrument in a dealing includes identifying the instrument type and the affected titles.
Limits for instruments
You can add more than 1 of the same instrument types to a dealing.
You can have up to:
- 50 instruments per dealing
- 300 titles per instrument
- 350 titles per dealing.
For dealings that contain more than the limits for instruments or titles per instrument, contact Customer Support on 0800 665 463.
Add an instrument
1: Select the instrument type.
When you create a dealing you'll be taken to the Instrument & Roles page. On the page will be an Instrument box.
Click into the Add Instrument field. A list of the most commonly used instruments will appear. Select the instrument type you need.
If the instrument doesn't appear in the list, start typing the code, such as DM, T or M or description, such as Mortgage to filter the list of instruments and select the correct one.
Instruments that are greyed out aren’t yet supported in Landonline and will need to be completed in Legacy Landonline.
Complete instrument details and select Prepare to continue to prepare the instrument.
2: Add additional instruments, if needed.
To add additional instruments to a dealing select Add Instrument.
An Instrument box will appear below the existing instruments.
Edit, delete or move instruments and more
Use the 3-dot menu at the end of the row to find more options, such as to reorder the instrument list, prepare an instrument or delete an instrument.
You can’t change the instrument type once selected. You must delete the one you don't want and use the Add Instrument button to add the one you do want.