Preparing a transfer file
What information and property records help the transferring attorney open and progress a sale.
Open checklistHome / Resources
A clearer property-transfer brief starts here.
Practical guidance drawn from the practice’s published conveyancing procedure, rewritten as concise checklists for sellers, purchasers and property professionals.
Finance & guarantees
How the bond, purchase price, transfer documents and transfer costs connect to the registration path.
Open checklistWhat to send after signature
A clean first handover of the signed agreement helps the conveyancing matter open without avoidable gaps.
Open handover guideSeller checklist
Before the conveyancer asks.
Exact requirements depend on the parties and property. These are the categories identified in the practice’s published transfer procedure.
- Identity / entity / trust documentation as applicable
- FICA and proof-of-address information
- Tax number and VAT information where relevant
- Existing mortgage-bond details
- Recent rates / levy / HOA information
- Applicable compliance certificates under the agreement
Purchaser checklist
Make the finance path visible early.
If the sale depends on mortgage finance, the bank and bond attorney become part of the coordinated registration process.
- Identity / entity and FICA information
- Bond application / approval details if applicable
- Deposit payment details under the agreement
- Transfer costs when requested for signature
- Arrangements to secure the full purchase price by the agreed date
Agent / transaction handover
Send the signed deal, not a puzzle.
A structured first handover helps the practice identify the parties, property, conditions and deadlines without having to reconstruct the transaction from separate messages.
01Signed agreement
02Party contacts
03Property details
04Key dates
05Finance condition