Module 6 — Lawyer Info and Commission Confirmation

Part of Agent Basic Training.

When to use it

On a firm deal, use Send Lawyer / Notary Info in Transaction Room so your office can start conveyancing. Use Update Lawyer / Notary Info when contacts change after the first submission.

Send lawyer info

1. Open Transaction Room — From the left menu or dashboard widget.
2. Send Lawyer / Notary Info — Under Lawyers & Notaries, open the deal picker and select your deal.
3. Lawyer Info — Confirm the deal summary, then complete lawyer and notary contact fields.

Confirm commissions

When your brokerage requires it, review the commission breakdown and Trade Record Sheet (TRS) on Lawyer Info:

1. Check Commissions and Fees against your deal.
2. When prompted, check I confirm that my commission is accurate and type your full name to sign the draft TRS.

Property management deals do not use Trade Record Sheets. If the TRS is not ready yet, your office may require the deal to be firm and commissions approved first.

Choose lawyers

1. Select Seller's Lawyer and Buyer's Lawyer from the dropdowns.
2. Use TBA or Don't Know options when your office configures them.
3. If a lawyer is missing from the list, contact your office — realtors typically cannot add firms without permission.

Save

Click Save to notify your office that conveyancing can proceed. Use Back to Transaction Room to return to your queue.

After you save, commissions you confirmed are locked — contact your administrator if you need changes.