Property Tree: 02. Change of Ownership|Process - Video

In this video we will go through each step of the Change of Ownership workflow and what each step means, including confirming whether the Agent is to adjust the settlement funds or whether a third party solicitor or conveyancer and much more.

At the end of this video, you will be able to:

• Understand the workflow process of the Change of Ownership
• Handle the question of whether the Agent or Solicitor is to adjust the rent
• Know which date to enter in the Change of Ownership depending on who gets the day of settlement 
• Report on the Change of Ownership Summary and, if rent adjusted, breakdown the journals created