NSW First Call Form Completion of the Form will populate a File Note in AS. Form can be launched from the Matter and adds a File Note on Submission. Transaction Type(Required)SelectSalePurchaseConveyancer Name(Required)Name of person conducting the call.Conveyancer Email(Required) This field is hidden when viewing the formFranchisee Email(Required) Matter Number(Required)This field is hidden when viewing the formMatter Email Call to:(Required)Name of person you spoke to.Contact Mobile Phone(Required)SMS messages will be sent hereContact Email Address(Required)For COI & Initial Correspondence.Property Location(Required)Postcode(Required)Postcode of the propertyState(Required)QLDNSWQuoted Professional Fees:Leave blank if previously quoted.Lexon Cyber Warning(Required)By selecting the below box, you are declaring that you have given the Cyber Warning to the Client. Due to the risk of Cyber Fraud, please do not act on any electronic communication (e.g. SMS or Email) from our office or the Agent which requests a transfer of funds without first telephoning us on this number or our 1300 number to verify the authenticity of the communication. Trust Account Detailsbytherules Conveyancing Pty Ltd Trust Account CBA BSB 064 449 Account 1047 9564 Advise Reference! Send SMS confirming trust account details Conducted read out, read back trust account details for payment of trust retainer Informed client that trust account details would not change during transaction N/A – client not in position to take down details, requested they call before transferring funds PurchaseAdvise Client of Deposit(Required) Confirmed Initial Deposit to be paid to Deposit Holder Requested copy of Payment Confirmation Reminded them to call Agent and verify account details prior to Payment Reminded them to call Agent/Vendor’s Representative and verify account details prior to Payment N/A Additional Advice regarding Deposit (if Applicable)Advise Client of Important Key Dates(Required) Cooling Off Period – Buyer can terminate for any reason within first 5 business days Balance Deposit Due Date Discuss Finance Application Discuss Building and Pest Report Special Conditions Settlement Date Discuss Strata Inspection Report N/A Additional Advice regarding Key Dates (if Applicable)This field is hidden when viewing the formTransfer Duty (in order of names on Contract)First HomeFirst Home Vacant LandHomeInvestmentBuyer 1Buyer 2Buyer 3Buyer 4This field is hidden when viewing the formTenancy Joint Tenants – property goes to last surviving owner on death Tenants in Common in Equal Shares – property goes according to your Will Other This field is hidden when viewing the formCitizenship (in order of names on Contract)Australian CitizenAustralian Permanent ResidentNew Zealand CitizenForeign CitizenBuyer 1Buyer 2Buyer 3Buyer 4Obtaining Finance? Yes – advise to send copy of Contract to financier immediately No Financier/Broker DetailsThis field is hidden when viewing the formUnder RBI postcodes?TrueFalseBuilding & Pest Inspection and Strata Inspection Report Your Contract is subject to a Building & Pest Inspection – have you booked the Inspection yet? Yes – please let us know the outcome once complete No – we recommend you book an inspection as soon as possible N/A – not subject to Building & Pest Inspection Building & Pest Inspection and Strata Inspection Report Your Contract is subject to a Building & Pest Inspection – have you booked the Inspection yet? Rapid Building Inspections is a related company to bytherules Conveyancing and specialises in pre-purchase inspections. If you like, we can arrange for Rapid Building Inspections to contact you directly. Yes – we will forward RBI your contact details and they will contact you in the next 30 minutes. No – client to arrange themselves N/A – not subject to Building & Pest Inspection Property Size(Required)Select…Studio apartment or Granny Flat1 Bedroom Apartment2 Bedroom Unit or Home3 Bedroom Home4 Bedroom Home5+ Bedroom HomeProperty NotesAdditional information about the PropertyAt the end of this call, we will ask RBI to contact you within 30 minutes and provide a quote for an Inspection.Insurance(Required) Strata Insurance – flag with client if purchasing in Strata will require copy of Certificate of Currency Your risk from Settlement Date – you must take out insurance from settlement Transfer Duty Due DateLeave blank if payable at settlement. Earlier of 3 months from date of Contract or at Settlement SaleAdvise Client of Important Key Dates(Required) Cooling Off Period – Buyer can terminate for any reason within first 5 business days Finance Date Building & Pest Date Special Conditions/Additional Comments Settlement Date Additional Advice regarding Key Dates (if Applicable)Do you have a Mortgage?(Required) Yes – please contact your bank immediately and complete a discharge authority to notify them of the sale and the need to release the mortgage No Other Are there Tenants in the Property? Yes – Contract provides for them to remain following settlement Yes – vacant possession required at Settlement, advised client to ensure Tenants will be vacated prior to Settlement No – confirmed that vacant possession is required at Settlement Other FRCGW Clearance Certificate required? Yes – Contract is dated on or after 1 January 2025 and therefore ATO Clearance Certificate required else 15% withholding applies – we will send you an email with the link to complete the Forms All Transaction TypesVOI – Discussed: It is a legal requirement to verify the identity of the Client Original ID held by client to confirm whether sufficient and available ID must be current (not expired) Change of Name/Marriage Certificate – Registry issued not Ceremonial Foreign ID First Home Buyer Only – Revenue will require a copy of the Birth Certificate” Note: can’t be Ceremonial N/A – VOI already held on file VOI NotesCommon VOI Categories Passport | Drivers Licence or Government Issued Photo Card | Marriage or Change of Name Certificate Passport | Birth or Citizenship Certificate | Medicare, Centrelink or DVA Card | Marriage or Change of Name Certificate Drivers Licence or Government Issued Photo Card | Birth or Citizenship Certificate | Medicare, Centrelink or DVA Card | Marriage or Change of Name Certificate Type of VOI which suits Client? WebVOI – remotely on mobile device Australia Post – attend local Australia Post outlet Face to Face – attend with BTR representative Livesign – remotely on mobile device (client only has Foreign ID) Other Anything else you want us to know about the transaction?Other Information (if applicable):Next Steps COI – you will receive an email request to complete our Confirmation of Instructions Form – please complete within 3 business days. It contains all relevant information we require to progress this matter on your behalf. Initial Correspondence – contains detailed advice on the Contract and sets out the next steps. Reminder to check Junk Mail if they have not received it within 24 hours.