One property file. Every useful starting point.

Keep your non-sensitive preparation in one place — transaction context, document checklist, likely stage, friction points and questions for the first consultation.

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01 · Transaction context

Where are you in the process?

Update Command Centre

PERSONAL PLANNING STATUS

This is your own planning marker and does not represent live matter status from the firm or Deeds Office.

02 · Document preparation

Tick what you already have.

No documents are uploaded here.

01Signed sale / purchase agreementOffer to Purchase or relevant agreement 02Identity documentsID / passport details for relevant parties 03Proof of addressRecent FICA supporting information 04Bond informationApproval, existing account or finance context 05Rates / levy informationMunicipal or body corporate context if relevant 06Entity / marital documentsCompany, trust or marital status documents where relevant 07Tax / banking informationOnly when requested through the firm's secure process 08Relevant correspondenceLetters, notices or instructions that affect the transaction

03 · Questions for your attorney

Capture the questions you do not want to forget.

Autosaved locally

04 · Friction signals

Anything that may need closer coordination?

Run the full friction check

NO SIGNALS SAVED

Run the Transfer Friction Lab to identify issues worth raising early.

Ready for a human conversation

Turn this preparation into a concise matter handover.

The website can organise your starting context. The attorney still confirms what matters, what documents are required and what legal strategy applies.

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