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Setting up an e-dealing instrument with multiple parties

Creating dealings that involve multiple parties and Conveyancing Professionals (CPs) can be complicated and requires some care.

The set up of the dealing is particularly important as it affects who the CP is acting on behalf of and what certifications display for the CP. 

If you are creating an instrument that has:

  • multiple titles
  • different ownership, and
  • different solicitors acting for the different parties, you need to ensure that the dealing is set up correctly on the 'Create dealing' screen.

 

For example:

An Easement instrument (EI) where there are 2 titles and the owners of those titles are granting reciprocal easements and therefore will be both grantor and grantee. When setting up the dealing, you would need to create two roles for both the grantor and grantee roles by changing the "No of CPs" field to 2 in the Roles section.

No of CPs field highlighted in Preparing dealing screen of Landonline

When preparing the instrument, the 'Insert Names' button (displayed at the bottom of the Prepare Image screen) should be used to display the screen in which to enter the names of the parties for the grantee and then the grantor.

(Please note: in this example the same names will be entered as both grantor and grantee).

Grantor names tab and Grantee names fields

When the CPs are completing the certifications for their client(s), they will need to:

  • use the "Select Names" button to select their clients' names in the "Select names" screen
  • complete the certifications as both grantor and grantee. 
Certify and sign window with Select Names button highlighted

The CP should also ensure that the A&I completed by the client(s) authorises the CP to act as both grantor and grantee.