Lots

Introduction to the lots screen (2 mins)

• Understanding the lots screen

Importing lots (1 min)

• How to import lot details from an excel spreadsheet

Linking lot owners (2 mins)

• How to link lot owners that own more than one lot

Email and mail merge to lots (5 mins)

• How to bulk email lot owners
• How to send a mail merge letter to:
  • Lot owners
  • Property Managers
  • Tenants
  • Occupants

How to Process a change of owner (2 mins)

• How to upload change of owner documents
• How to record  change of owner details
• Change of owner for committee members
• Change owner for portal account holders

Lot owner export (1 min)

• How to export lot owner details to an excel spreadsheet

Creating a data source from the lots screen (30 sec)

• How to create a data source in Word from the lots screen

Creating mailing labels from the lots screen (1.5 mins)

• How to create mailing labels job from the lots screen
• How to print lot mailing labels from the mailing centre

How to send a bulk SMS from the lots screen (2 mins)

• How to send a bulk SMS to one or more lot owners
• Character count and cost

How to send a bulk direct debit invitation (1.5 mins)

• How to send a bulk direct debit invitation from the lots screen

Adding a new lot (3.5 mins)

• How to add a new lot from the lot owners screen
• Requirements for each state and territory
• Shortcuts to add more lot

Lot card contacts (2.5 mins)

• Owner address
• Joint owner
• Tenancy details
• Legal residence address
• Power of attorney

Lot card info (1 min)

• Nominees
• Mortgagees
• Past owners
• Proxy

Lot card settings (2 mins)

• Legal action
• Repayment plan
• Macquarie direct debit

Lot card ledger (3 mins)

• Understanding the details on the ledger
• Filtering the ledger view
• Printing a ledger report

Lot card notes (1 min)

• How to add and edit lot notes
• How to print lot notes

Lot card documents (5 mins)

• Viewing  documents
• Uploading documents to the lot card
• Emailing documents
• Printing documents

Lot alerts (1 min)

• Viewing lot alerts
• Creating a new lot alert

Lot card SMS (1 min)

Lot card emails (3.5 mins)

Lot card log of changes (30 sec)

Lot card when debt collection v2 is enabled (1 min)

• Debt collection settings on the lot card

Print lot owner page (20 sec)

• How to print a strata roll extract for a single lot

Email lot owner (20 sec)

• How to send an email to a lot owner from the lot card

Introduction to info certificates (30 sec)

New South Wales – Section 184 Certificate – Strata buildings (2 mins)

New South Wales – Section 26 Certificate – Community, Precinct and Neighbourhood buildings (1.5 mins)

South Australia – Section 41 Certificate (1.5 mins)

Western Australia – Section 110 Certificate (1.5 mins)

Victoria – Owners Corporation Certificate (1.5 mins)

ACT Unit titles Certificate (1.5 mins)

Tasmania – Section 83 Certificate (1.5 mins)

Queensland – Section 205 and Section 206 Certificate (1.5 mins)