Vendor Intake Questionnaire

Vendor Intake Questionnaire

Please complete the vendor intake details for the property. All fields are optional unless clearly required in the original PDF. Follow the field labels closely and provide any conditional details where requested.
Property Details
Property Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #1 Details
Vendor #1 - Full Legal Name

First NameMiddle NameLast Name
Vendor #1 - Are you known by any other name?
Vendor #1 - If yes, please provide details
Vendor #1 - Is your residential address the same as the property being sold?
Vendor #1 - If no, please provide address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #1 - Do you have a different postal address?
Vendor #1 - Postal Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #1 - Mobile number
Please enter a valid phone number.Format: (000) 000-0000.
Vendor #1 - Email address
example@example.com
Vendor #1 - Date of birth

MonthDayYear
Date
Vendor #1 - Tax File Number
Vendor #1 - Are you an Australian citizen and Australian tax resident?
Vendor #1 - If no, please provide details
Vendor #1 - Do you authorise us to apply for the Foreign Resident Capital Gains Withholding Clearance Certificate (FRCGWCC) on your behalf?
Has your residency status changed since your last tax return or will it change before you sell the property?
Have you lodged a tax return for the last two years?
Are you holding the property on behalf of a foreign resident or on behalf of other entities that include a foreign resident?
Vendor #2 Details (if applicable)
Vendor #2 - Full Legal Name

First NameMiddle NameLast Name
Vendor #2 - Are you known by any other name?
Vendor #2 - If yes, please provide details
Vendor #2 - Is your residential address the same as the property being sold?
Vendor #2 - If no, please provide address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #2 - Do you have a different postal address?
Vendor #2 - Postal Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Vendor #2 - Mobile number
Please enter a valid phone number.Format: (000) 000-0000.
Vendor #2 - Email address
example@example.com
Vendor #2 - Date of birth

MonthDayYear
Date
Vendor #2 - Tax File Number
Vendor #2 - Are you an Australian citizen and Australian tax resident?
Vendor #2 - If no, please provide details
Vendor #2 - Do you authorise us to apply for the Foreign Resident Capital Gains Withholding Clearance Certificate (FRCGWCC) on your behalf?
Has your residency status changed since your last tax return or will it change before you sell the property?
Have you lodged a tax return for the last two years?
Are you holding the property on behalf of a foreign resident or on behalf of other entities that include a foreign resident?
Property Features
Improvements

Other
Inclusions

Other
Exclusions - are any fixtures being excluded from the sale? (i.e.: chandeliers; tv wall bracket; built-in bookcase)
Agent Details
Have you engaged an agent to sell your property?
Agency's Name
Agency Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Agency Phone
Please enter a valid phone number.Format: (000) 000-0000.
Agency Email
example@example.com
Agent's Name
Agent Contact Email
example@example.com
Agent Contact Mobile
Please enter a valid phone number.Format: (000) 000-0000.
Sale Method
Method of Sale
Auction Date

MonthDayYear
Date
Tenancy Details
Is the property subject to an exisiting tenancy?
Is anyone besides you in possession of the property?
If yes, please provide details
Please upload the tenancy agreement

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Managing Agent - Agency’s Name
Managing Agent - Phone
Please enter a valid phone number.Format: (000) 000-0000.
Managing Agent - Address
Managing Agent - Email
example@example.com
Managing Agent - Agent’s Name
Managing Agent - Contact Email
example@example.com
Managing Agent - Contact Mobile
Please enter a valid phone number.Format: (000) 000-0000.
Land Tax
Are you liable for land tax?
If yes, please provide your land tax notice of assessment

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Modifications
Have any works been undertaken at the property by you or a previous owner?
If yes, describe the works you have undertaken in detail, including date completed
Have these works been completed under an owner builder permit?
If yes, please provide a copy of your owner builder permit

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Have all these works been approved by council?
If not, please provide details
Are you aware of any structure not approved by council, including those built by previous owners?
If yes, please provide details
Are you aware of any matter in relation to any structure that would justify an upgrade or demolition order?
If yes, please provide details
Do you hold a home building compensation fund insurance certificate? If you have paid a builder or trades person $20,000 or more for the works undertaken, you should have been provided with a home building compensation fund insurance certificate by that builder or trades person.
If yes, please provide a copy

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Swimming Pool / Spa
Does your property have a swimming pool and/or spa?
Do you have a swimming compliance or non-compliance certificate?
If you do not have a current pool compliance or non-compliance certificate, you will need to arrange for your swimming pool/spa to be certified.

We recommend either of the following swimming pool certifiers:

1point2 - Tony Jardak

W: www.1point2.com.au

E: info@1point2.com.au

M: 0491 032 302

Jenny Wren Pool Certification – Jenny Wren

W: www.jennywrenpoolcertification.com.au

E: jenny@jennywrenpoolcertification.com.au

M: 0416 517 577
If yes, please provide a copy

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Reports and Certificates
Do you hold any of the following documents? If so, please provide us with copies.
If yes, please provide a copy of the survey report

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If yes, please provide a copy of the building information certificate

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If yes, please provide a copy of the occupation certificate

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If yes, please provide a copy of the water front / crown land's license

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If yes, please provide a copy of the on-site sewage management system approval letter

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If other, please provide details

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Legal Issues
Are there any unregistered easements or restrictions on use?
If yes, please provide details
Are there any encroachments?
If yes, please provide details
Are there any disputes?
If yes, please provide details
Are there any court proceedings or related matters?
If yes, please provide deatails
Is there anything else you believe we should know about in relation to the property?
If yes, please provide details
Settlement Details
Settlement Period
Longer Settlement Period
Shorter Settlement Period
Simultaneous Settlement Date

MonthDayYear
Date
Mortgage Details
Do you have a mortgage?
Name of Lender
Account Number(s)
Loan Amount
Is this mortgage secured by any other property apart from the subject property?
Surplus Funds - Where would you like us to transfer the proceeds of your sale on settlement?
Surplus Funds - Account Name
Surplus Funds - Bank
Surplus Funds - BSB
Surplus Funds - Account Number
Strata Details
Are you selling a strata property?
Have any special levies been struck or has there been any proposal to strike a special levy?
If yes, please provide details
Strata Manager Agency Name
Strata Manager Address
Strata Manager Email
example@example.com
Strata Manager Phone
Please enter a valid phone number.Format: (000) 000-0000.
Compliance
Verification of Identity
For each Conveyancing Transaction, we are required to verify our client’s identity. To do this, we will send you a link via SMS to your mobile phone. Please click on the link and follow the prompts. Please have your passport and drivers licence handy.

Client Authority Form
For each Conveyancing Transaction, we require your authority to sign documents on your behalf on the national electronic conveyancing platform known as PEXA (Property Exchange Australia) We will send a ‘client authorisation form’ to you to sign via RealAML (Email).

Right to Deal
For each Conveyancing Transaction, we are required to verify our client’s right to deal with the subject property. This can be achieved by providing us with a copy of a council rate or water rates notice or a strata levy notice. Plesae upload below.
File Upload

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Signatures
Vendor 1 Signed
Vendor 1 Date

MonthDayYear
Date
Vendor 2 Signed
Vendor 2 Date

MonthDayYear
Date
Should be Empty:

Vendor Intake Questionnaire

Property Details

Vendor #1 Details

Vendor #2 Details (if applicable)

Property Features

Agent Details

Sale Method

Tenancy Details

Land Tax

Modifications

Swimming Pool / Spa

Reports and Certificates

Legal Issues

Settlement Details

Mortgage Details

Strata Details

Compliance

Signatures