Settlement Booking Form

Thank you for choosing Settle Connect. To ensure a smooth settlement process for you and your client, please take the time to include ALL relevant details.

Settlement Type

Settlement State

Purchaser(s)

(please list all Purchasers)

Vendor(s)

(please list all Vendors)

Proposed Settlement Date & Time

Would you like Settle Connect to conduct a virtual VOI of your client(s)?

Will you/your client need to deposit or receive settlement funds via Settle Connect's Trust Account?

Property Address

Title Particulars

Area of Property (sq metres)

Full Name/Company Name of Your Client 1

Phone Number of Your Client 1

Email of Your Client 1

DOB or ACN of Your Client 1

Physical Address of Your Client 1

Future Address of Your Client 1

Is Your Client 1 a Trustee?

(If 'Yes', please answer the following 2 questions)

Type of Trust

List the names of all Trust Beneficiaries

Full Name/Company Name of Your Client 2

(if applicable)

Phone Number of Your Client 2

(if applicable)

Email of Your Client 2

(if applicable)

DOB or ACN of Your Client 2

(if applicable)

Physical Address of Your Client 2

(if applicable)

Future Address of Your Client 2

(if applicable)

Is your Client 2 a Trustee?

(If 'Yes', please answer the following 2 questions)

Type of Trust

List the names of all Trust Beneficiaries

Tenancy

(Please complete this and the following question for 'Purchase' matters where there is more than one Purchaser)

Stipulate Percentage Share Per Purchaser

(Please complete this question if 'Tenants in Common' selected under 'Tenancy' question)

Company Name of Other Side's Representative

Incoming Mortgagee

(for Purchases)

Outgoing Mortgagee

(for Sales)

Loan Ref No.

Related Parties (please tick if applicable)

Requested by:

(your company name)

Settlement Booking Form

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