NAB ESCROW FOR SELLERS...˜˚˛˝˙ˆˇ˘ ˝ ˝ ˝ Page 3 of 14 Inviting a client (buyer) 1. n he I...

NAB ESCROW FOR SELLERS How to use the NAB Escrow Portal

NAB ESCROW – User Guide of 14

First log in

1. SelectSign in ontheNABEscrow–Sellerpage.

2. SelectForgot your password?

3. Entertheusernamegiveninyourwelcomeemail(itshouldbetheemailaddressyouusedtoregister).

4. Followtheinstructionstosetupyourpassword.

https://www.nab.com.au/business/accounts/specialised-accounts/nab-escrow/seller.


Creating a matter

1. IntheDashboard,clickon +CreatethenCreate matter.

2. Namethematterinawaywhichwillmakesensetoyouandyourclient.Thematternameshouldbeanaccuratedescriptionoftheservicesbeingprovidedtoyourclient.

3. Youcanalsoenternotesforyourpersonalreference.


Inviting a client (buyer)

1. In the Dashboard, click on +Create then Create client.

2. Selectthematteryouwanttoinvitetheclientto.

3. Enteryourclient’sdetails.

Note: The named client (buyer) will be sent an invitation email to register to the NAB Escrow Service.

To invite clients who are business entities, you must provide the contact details of an authorised representative of the business. This must be a director of a company or partner of a partnership.

Please refer to the eligibility criteria for Buyers prior to inviting them to use the NAB Escrow Service.


What happens next

•YourclientwillbeinvitedtoregistertotheNABEscrowService.

• They’llneedtocompleteaBuyerapplicationformandsubmitittotheNABEscrowteam.TheapplicationformvariesdependingonentitytypeoftheBuyer.Youcanviewacopyoftheformshere.

•Onceyourclienthassuccessfullyregistered,you’llbothbenotifiedbyemail.

•Youcanthenaskyourclienttomakeadepositintotheescrowaccountthroughtheplatform.

•Note: Remind your client to keep their contact details current so they receive all escrow notifications.

Sample of the invitation email to your client!"#$%&%$'"()*&$+(,(-./)0(

(

1.23)4%5(6)+4'*)(%'(7840'9(

!

"#$%!:+$)"%&!

'()*%#!%#+#,-,./!01,2!3#22$/#!(.!4#1$56!(6!1)++)0(;&*)7!81#9*-#!,.-,0#:!9()!0(!%#/,20#%!6(%!01#!;<=!>2+%(?!@#%-,+#7!!

81#!>2+%(?!<++().0!,2!1#5:!49!;<=!8%)20!@#%-,+#2!A,3,0#:!B$!;<=!2)42,:,$%9C7!'()*55!%#+#,-#!$!%#D)#20!6%(3!1)++)0(;&*)!0(!:#E(2,0!6).:2!,.0(!01,2!$++().0!6(%!01#!3$00#%!(6!<&%%)0(;&*)7!

6=&%(%'(>'(")?%(

!! '()%!>2+%(?!"#E(2,0!F#6#%#.+#!;)34#%G!HIJKLMHHHHHHNMJ!!'()!?,55!.##:!01,2!.)34#%!?1#.!%#/,20#%,./!6(%!01#!;<=!>2+%(?!@#%-,+#7!!

!! O(3E5#0#!9()%!%#/,20%$0,(.!6(%!01#!;<=!>2+%(?!@#%-,+#!49!+(3E5#0,./!01#!=)9#%!<EE5,+$0,(.!6(%3!6().:!(.!01#!;<=!>2+%(?!P$/#!$.:!#3$,5!,0!0(!;$47>2+%(?Q.$47+(37$)7!!

!! =#!2)%#!0(!%#-,#?!$.:!$++#E0!01#!;<=!>2+%(?!@#%-,+#!8#%32!$.:!O(.:,0,(.27!

R6!9()!.##:!1#5E!/#00,./!20$%0#:&!-,2,0!01#!;<=!>2+%(?!P$/#7!

<50#%.$0,-#59&!9()!+$.!+$55!)2!(.!NIHH!JNM!STN!BT$3ULGJHE3!V(.:$9!W!X%,:$9!<>@8Y<>"8C!(%!#3$,5!)2!$0!;$47>2+%(?Q.$47+(37$)!$.:!?#*55!1#5E!9()!()07!!

R6!9()*:!E%#6#%!.(0!0(!)2#!01,2!2#%-,+#&!/#0!,.!0()+1!?,01!1)++)0(;&*)!0(!3$Z#!$50#%.$0,-#!$%%$./#3#.027!

[,.:!%#/$%:2&!

;<=!

!

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

&

&

& &

Sample of the successful registration email@)A$8%0&%$'"(1.44)88B.+()*&$+(,(-./)0(

(

1.23)4%5(C'.0(7840'9(8)0#$4)($8(0)&>/(

!

"#$%!:+$)"%&!

'()%!%#/,20%$0,(.!6(%!01#!;<=!>2+%(?!@#%-,+#!1$2!4##.!2)++#226)559!+(3E5#0#:7!81$.Z!9()!6(%!0$Z,./!01#!0,3#!0(!$EE597!!

'()!?,55!%#+#,-#!$!2#E$%$0#!%#D)#20!6%(3!1)++)0(;&*)!?,01!,.20%)+0,(.2!0(!:#E(2,0!6).:2!,.0(!01#!>2+%(?!<++().07!P5#$2#!?$,0!).0,5!9()!%#+#,-#!01,2!%#D)#20!4#6(%#!9()!0%$.26#%!6).:27!!

R6!9()!.##:!1#5E!/#00,./!20$%0#:&!-,2,0!01#!;<=!>2+%(?!P$/#7!

X(%!9()%!%#6#%#.+#&!01#!;<=!>2+%(?!@#%-,+#!8#%32!$.:!O(.:,0,(.2!$%#!$-$,5$45#!1#%#7!!


81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

!

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

&

&

&

&

&

& &

https://www.nab.com.au/business/accounts/specialised-accounts/nab-escrow/buyer

https://www.nab.com.au/business/accounts/specialised-accounts/nab-escrow

https://www.nab.com.au/business/accounts/specialised-accounts/nab-escrow/terms-and-conditions



https://www.nab.com.au/business/accounts/specialised-accounts/nab-escrow/terms-and-conditions

mailto:Nab.Escrow%40nab.com.au%20?subject=


Creating a deposit request

1. IntheDashboard,clickon+Create,selectDepositandthenCreate request.

2. Selectthematterandclientandfollowthesteps.

What happens next

•Yourclientwillreceiveanemailwithinstructionsonhowtomakethedeposit.

•Youandyourclientwillreceiveaconfirmationemailoncewereceivethedepositintotheescrowaccount.

• Thefundswillbeheldsecurelyuntilapaymentreleaserequestorrefundrequestisraised.

•Note: Your client should not make a deposit into the escrow account until a request has been submitted by you.


Sample of the deposit request email D)E'8$%(@)F.)8%()*&$+(,(-./)0( (

(

1.23)4%5(;G-(7840'95(D)E'8$%(@)F.)8%(

!

"#$%!:+$)"%&!

\#*%#!?%,0,./!(.!4#1$56!(6!1)++)0(;&*)!0(!5#0!9()!Z.(?!01$0!01#9!1$-#!%#D)#20#:!$!:#E(2,0!,.!01#!3$00#%!(6!<&%%)0(;&*)7!!

D)E'8$%(@)F.)8%(>)%&$+8(&0)(&8(B'++'985(

<&%%)0(;&*)5!V$00#%!;$3#!D)E'8$%(D.)(D&%)5!NLYLYMHMH!G*'."%(@)F.)8%)>5!]NHHH!(

H'9(%'(*&I)(%=)(>)E'8$%5(

'()!+$.!:(!2(!49!3$Z,./!$.!#5#+0%(.,+!6).:2!0%$.26#%!)2,./!01#!4#5(?!:#0$,52G!

;&*)5!OJIR&7840'9(D)E'8$%(@)B)0)"4)(;.*2)05(<;=SC><<<<<<:>=&&-1-5(F.+%*&T&L.9.*%&(7&*-#&H%3+(2&L#,(%.*&V#7#+#)3#&O1/U#+!!G44'."%(;.*2)05(R$%*&@&L.9.*%&(7&*-#&H%3+(2&L#,(%.*&V#7#+#)3#&O1/U#+!!

X).:2!?,55!4#!1#5:!49!;<=!8%)20!@#%-,+#2!A,3,0#:!B;8@AC!).0,5!$!P$93#.0!F#5#$2#!F#D)#20!,2!%$,2#:!49!1)++)0(;&*)7!\#*55!.(0,69!9()!-,$!#3$,5!?1#.!01#!@#55#%!%$,2#2!$!P$93#.0!F#5#$2#!F#D)#207!!

'()!1$-#!).0,5!LE3!B<>@8Y<>"8C!(.!01#!4)2,.#22!:$9!E%#+#:,./!01#!P$93#.0!F#5#$2#!!"$0#!0(!%$,2#!$.!>2+%(?!",2E)0#7!R6!$!:,2E)0#!,2!.(0!%$,2#:!?,01,.!01,2!0,3#&!01#!6).:2!?,55!4#!%#5#$2#:!0(!1)++)0(;&*)!(.!01#!P$93#.0!F#5#$2#!"$0#7(

'()!+$.!-,2,0!01#!X<^2!P$/#!0(!6,.:!3(%#!,.6(%3$0,(.!(.!1(?!0(!5(:/#!$.!>2+%(?!",2E)0#7!!


81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

!

!

&

&

&

Using mobile banking

https://www.nab.com.au/business/accounts/specialised-accounts/nab-escrow/faq


Sample of the deposit confirmation email

!

!

D)E'8$%(@)4)$#)>()*&$+(,(-./)0((

!

1.23)4%(J$")5(;G-(7840'95(D)E'8$%(@)4)$#)>(

!

"#$%!:+$)"%&!

\#*%#!?%,0,./!0(!+(.6,%3!01$0!01#!:#E(2,0!0(!01#!>2+%(?!<++().0!1#5:!49!;<=!8%)20!@#%-,+#2!A,3,0#:!B;8@AC!?$2!%#+#,-#:!(.!NLYHLYMHMH7!

D)E'8$%(D)%&$+8(&0)(&8(B'++'985(

<&%%)0(;&*)5!V$00#%!;$3#!G*'."%(@)4)$#)>5!]NHHH!7840'9(D)E'8$%(@)B)0)"4)(;.*2)05!HIJKLMHHHHHHNMJ!!6=&%(=&EE)"8(")?%K(

'()*55!%#+#,-#!$!P$93#.0!F#5#$2#!F#D)#20!6%(3!1)++)0(;&*)!$60#%!01#9!1$-#!2#.0!9()!$.!,.-(,+#!6(%!?(%Z7!!

'()!1$-#!).0,5!LE3!B<>@8Y<>"8C!(.!01#!4)2,.#22!:$9!E%#+#:,./!01#!P$93#.0!F#5#$2#!"$0#!0(!%$,2#!$.!>2+%(?!",2E)0#7!R6!$!:,2E)0#!,2!.(0!%$,2#:!?,01,.!01,2!0,3#&!01#!6).:2!?,55!4#!%#5#$2#:!0(!1)++)0(;&*)7(

R6!9()!?,21!0(!%$,2#!$.!>2+%(?!",2E)0#!(%!F#6).:!F#D)#20&!-,2,0!01#!X<^2!P$/#!0(!6,.:!3(%#!,.6(%3$0,(.7!

<50#%.$0,-#59&!9()!+$.!+$55!)2!(.!NIHH!JNM!STN!BT$3ULGJHE3!V(.:$9!W!X%,:$9!<>@8Y<>"8C!(%!#3$,5!)2!$0!;$47>2+%(?Q.$47+(37$)!?,01!9()%!>2+%(?!"#E(2,0!F#6#%#.+#!;)34#%!$.:!?#*55!1#5E!9()!()07!!

81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

!

! !



Creating a payment release request

1. IntheDashboard,clickon+Create,selectPayment releaseandthenCreate request.

2. Selectthematterandclientandfollowthesteps.

3. Whenchoosingtheduedateyou’llbeunabletoselectthenext5businessdays.Thisistogiveyourclienttheopportunitytoraiseadispute.

What happens next

•Yourclientwillreceiveanemailwiththepaymentreleaserequestdetailsandinstructionsonhowtoraiseadispute.

•Yourclientwillbegiven5businessdays(orlongerifspecifiedbyyou)toraiseadispute.

• Ifadisputeisnotraisedby5pm(AEST/AEDT)onthebusinessdaybeforethepaymentreleasedateintheemail,thefundswillbereleasedtoyournominatedbankaccount.

•Youandyourclientwillreceiveaconfirmationemailoncethepaymenthasgonethrough.


Sample of the payment release request emailL&/*)"%(@)+)&8)(@)F.)8%()*&$+(,(-./)0( (

!

1.23)4%(J$")5(;G-(7840'95(L&/*)"%(@)+)&8)(@)F.)8%(

(

"#$%!:+$)"%&!

\#*%#!?%,0,./!0(!5#0!9()!Z.(?!01$0!1)++)0(;&*)!1$2!%#D)#20#:!$!%#5#$2#!(6!6).:2!6%(3!01#!>2+%(?!<++().0!1#5:!49!;<=!8%)20!@#%-,+#2!A,3,0#:!B;8@AC7!

L&/*)"%(@)+)&8)(@)F.)8%(>)%&$+8(&0)(&8(B'++'985(

<&%%)0(;&*)5!V$00#%!;$3#!L&/*)"%(@)+)&8)(D&%)5!JHYLYMHMH!G*'."%(%'(2)(0)+)&8)>5!]IHH!7840'9(D)E'8$%(@)B)0)"4)(;.*2)05(HIJKLMHHHHHHNMJ!!

81,2!E$93#.0!?,55!4#!3$:#!0(!1)++)0(;&*)!E%(-,:#:!$!:,2E)0#!,2!.(0!%$,2#:!49!LE3!B<>@8Y<>"8C!(.!01#!4)2,.#22!:$9!E%#+#:,./!01#!P$93#.0!F#5#$2#!"$0#7!

R6!9()!?,21!0(!%$,2#!$.!>2+%(?!",2E)0#&!-,2,0!01#!X<^2!P$/#!0(!6,.:!3(%#!,.6(%3$0,(.!(.!1(?!0(!5(:/#!$!:,2E)0#7!<!:,2E)0#!?,55!6%##_#!01#!$++().0!2(!.(!6).:2!+$.!4#!%#5#$2#:&!).0,5!?#!%#+#,-#!?%,00#.!.(0,+#!(6!01#!:,2E)0#!%#2(5)0,(.!6%(3!4(01!E$%0,#27!!!


81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

! !

Sample of the payment released emailL&/*)"%(@)+)&8)>()*&$+(,(-./)0( (

!

1.23)4%(J$")5(;G-(7840'95(L&/*)"%(@)+)&8)(

!

"#$%!:+$)"%&!

\#*%#!?%,0,./!0(!5#0!9()!Z.(?!01$0!6).:2!1$-#!4##.!%#5#$2#:!6%(3!01#!>2+%(?!<++().0!,.!01#!3$00#%!(6!<&%%)0(;&*)!0(!1)++)0(;&*)7!!

L&/*)"%(@)+)&8)(>)%&$+8(&0)(&8(B'++'985(

<&%%)0(;&*)5!V$00#%!;$3#!L&/*)"%(@)+)&8)(D&%)5!JHYLYMHMH!G*'."%(@)+)&8)>5(]IHH!!

\#*%#!1#%#!0(!1#5E!,6!9()!.##:!,07!`,2,0!01#!;<=!>2+%(?!P$/#!6(%!3(%#!,.6(%3$0,(.7!


81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

!

!

!

!

! (




Escrow Disputes

1. Ifanescrowdisputeisraisedbyyouoryourclient,you’llbothbenotifiedbyemail.

2. YoucancheckonitsstatusanytimebasedonthedisputeflagindicatorintheDashboard.

What happens next

•Whenadisputeisraised,NABwillplaceaholdonanyreleaseoffundsuntilwereceivewrittennoticefromyouandyourclientconfirmingthedisputehasbeenresolved.

•PleaserefertotheNABEscrowServiceProductInformationBookletandTermsandConditionsformoreinformation.

•Whenyouandyourclientconfirmthedisputeisresolved,you’llneedtonotifyusandletusknowofanychangestotheoriginalpaymentreleaserequestorrefundrequest.

Sample of the dispute raised email D$8E.%)(0&$8)>()*&$+(,(-./)0( (

!

1.23)4%(J$")5(;G-(7840'95(D$8E.%)(@&$8)>(

!

"#$%!:+$)"%&!

\#!$%#!?%,0,./!0(!5#0!9()!Z.(?!$.!>2+%(?!",2E)0#!1$2!4##.!%$,2#:!6(%!01#!3$00#%!(6!<&%%)0(;&*)!?,01!1)++)0(;&*)7!

D$8E.%)(D)%&$+8(&0)(&8(B'++'985(

<&%%)0(;&*)5!V$00#%!;$3#!D$8E.%)(:0)&%$'"(D&%)5!MLYLYMHMH!7840'9(D)E'8$%(@)B)0)"4)(;.*2)05!HIJKLMHHHHHHNMJ!!\#!?,55!1(5:!01#!6).:2!,.!01#!>2+%(?!<++().0!).0,5!?#!%#+#,-#!?%,00#.!.(0,+#!(6!01#!:,2E)0#!%#2(5)0,(.!6%(3!4(01!E$%0,#27!81#!:,2E)0#!+$.!(.59!4#!%#2(5-#:!(.+#!4(01!E$%0,#2!1$-#!+(3#!0(!$.!$/%##3#.0&!2(!E5#$2#!+(.0$+0!#$+1!(01#%!0(!:,2+)22!$!%#2(5)0,(.7!`,2,0!01#!X<^2!P$/#!0(!6,.:!3(%#!,.6(%3$0,(.!(.!01#!:,2E)0#!$.:!%#2(5)0,(.!E%(+#227!!

R6!01#!:,2E)0#!,2!.(0!%#2(5-#:!,.!$!2$0,26$+0(%9!0,3#!6%$3#&!;<=!1$2!%#+()%2#!0(!+#%0$,.!$+0,(.2!).:#%!01#!;<=!>2+%(?!@#%-,+#!8#%32!$.:!O(.:,0,(.27!P5#$2#!%#6#%!0(!01#!8#%32!$.:!O(.:,0,(.2!6(%!6)%01#%!,.6(%3$0,(.7!

R6!9()!%$,2#:!01#!>2+%(?!",2E)0#&!$.:!9()!?,21!0(!+$.+#5!,0&!9()!+$.!+$55!)2!(.!NIHH!JNM!STN!BT$3ULGJHE3!V(.:$9!W!X%,:$9!<>@8Y<>"8C!(%!#3$,5!)2!$0!;$47>2+%(?Q.$47+(37$)!$.:!?#*55!1#5E!9()!()07!!

81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

! !


http://nab.com.au/business/accounts/specialised-accounts/nab-escrow/terms-and-conditions


Sample of the dispute resolved email D$8E.%)(0)8'+#)>()*&$+(,(-./)0( (

(

1.23)4%(J$")5(;G-(7840'95(D$8E.%)(@)8'+#)>(

!

"#$%!:+$)"%&!

\#*%#!?%,0,./!0(!+(.6,%3!9()%!$:-,+#!01$0!9()%!>2+%(?!",2E)0#!?,01!1)++)0(;&*)!!,.!01#!3$00#%!(6!<&%%)0(;&*)!1$2!4##.!%#2(5-#:7!!

\#*%#!1#%#!0(!1#5E!,6!9()!.##:!,07!`,2,0!01#!;<=!>2+%(?!P$/#!6(%!3(%#!,.6(%3$0,(.7!


81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

!

! !Creating a refund request

•YouoryourclientmayrequestarefundbycontactingtheNABEscrowteam.

•You’llbegiven5businessdaystodisputetherefund.

• Ifyoudon’tdisputethisby5pm(AEST/AEDT)onthebusinessdaybeforetherefundreleasedateintheemail,thefundswillbereturnedtoyourclient.

• Ifadisputeisraised,NABwillplaceaholdonanyreleaseoffundsuntilwereceivewrittennoticefromyouandyourclientconfirmingthedisputehasbeenresolved.

•Youandyourclientwillreceiveaconfirmationemailoncetherefundhasgonethrough.

Sample of the refund request email

@)B.">(0)F.)8%()*&$+(,(-./)0( (

!

(

1.23)4%(J$")5(;G-(7840'95(@)B.">(@)F.)8%(

!

"#$%!:+$)"%&!

\#*%#!?%,0,./!0(!+(.6,%3!?#!1$-#!%#+#,-#:!9()%!%#D)#20!6(%!$!F#6).:!(.!JHYLYMHMH!6(%!6).:2!1#5:!,.!01#!>2+%(?!<++().07!

@)B.">(@)F.)8%(>)%&$+8(&0)(&8(B'++'985(

<&%%)0(;&*)5!V$00#%!;$3#!@)B.">(@)+)&8)(D&%)5!IYaYMHMH!G*'."%(%'(2)(0)B.">)>5!]MHH!7840'9(D)E'8$%(@)B)0)"4)(;.*2)05(HIJKLMHHHHHHNMJ!!81#!@#55#%!1$2!L!4)2,.#22!:$92!0(!:,2E)0#!9()%!F#6).:!F#D)#20!6%(3!01#!:$0#!9()!%#D)#20#:!01#!%#6).:7!

81#!6).:2!?,55!4#!%#0)%.#:!0(!01#!2()%+#!$++().0!(.!01#!F#6).:!F#5#$2#!"$0#!$4(-#!E%(-,:#:!$!:,2E)0#!,2!.(0!%$,2#:!49!LE3!B<>@8Y<>"8C!?,01,.!01#!.#b0!L!4)2,.#22!:$927!

R6!$!F#6).:!+$..(0!4#!E%(+#22#:!0(!01#!2()%+#!$++().0&!;<=!?,55!+(.0$+0!9()!6(%!6)%01#%!,.6(%3$0,(.&!$.:!?,55!+(.:)+0!,:#.0,6,+$0,(.!$.:!-#%,6,+$0,(.!(6!9()%!,:#.0,09!E%,(%!0(!0$Z,./!6)%01#%!20#E2!0(!E%(+#22!$!F#6).:!0(!$!:,66#%#.0!$++().07!

8(!6,.:!()0!3(%#!$4()0!01#!%#6).:!E%(+#22&!-,2,0!01#!X<^2!E$/#7!


!

81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

!

[,.:!%#/$%:2&!

;<=!

! !



mailto:Nab.Escrow%40nab.com.au?subject=


Sample of the refund paid email @)B.">(E&$>()*&$+(,(-./)0( (

!

1.23)4%(J$")5(;G-(7840'95(@)B.">(L&$>((

!

"#$%!:+$)"%&!

\#*%#!?%,0,./!0(!5#0!9()!Z.(?!01$0!$!%#6).:!,.!01#!3$00#%!(6!<&%%)0(;&*)!?,01!1)++)0(;&*)(6(%!01#!$3().0!(6!]MHH!1$2!4##.!2#.0!0(!01#!2()%+#!$++().0!(6!01#!(%,/,.$5!6).:27!

\#*%#!1#%#!0(!1#5E!,6!9()!.##:!,07!`,2,0!01#!;<=!>2+%(?!P$/#!6(%!3(%#!,.6(%3$0,(.7!


81$.Z2!6(%!)2,./!01#!;<=!>2+%(?!@#%-,+#7!

[,.:!%#/$%:2&!

;<=!

!

!

!

!

!

!

!

!

!

! !

Dashboard overview – tracking deposits and payment releases

1. IntheDashboard,youcankeeptrackofyourmatters,clients,depositrequestsandpayments.

2. UnderDeposit requests,youcanalsosendreminderstoyourclientsonexistingdepositrequests.



Exporting transactions

1. Youcanextracttransactionsattheseller,matterorclientlevel.

2. Toextracttransactionsforaspecificmatterorclient,selectthematterorclientintheDashboardtobringupthematterorclientdetails.

3. UndertheTransactionstab,youcanselectExporttodownloadaCSVfileoftransactions.

4. Thiscanbeforallhistoricaltransactions,transactionsoveraspecifiedtimeorthelatesttransaction.

Note: Request data or pending transactions aren’t shown.

5. Toviewandextracttransactionsacrossallyourmattersandclients,youcanselectView Seller AccountinthetoprightcorneroftheDashboard.

6. Inthesellerdetails,undertheTransactionstab,youcanselectExporttodownloadaCSVfileoftransactions.


Authorised users

1. Authoriseduserseachreceivetheirownlogindetails.

2. Authorisedusersactingforagroupofsellersareabletoselectasellerwhotheywishtodoworkfor.

Note: The sellers will need to have opted in to the group.

3. Authorisedusersappointedbyaspecificsellerwilllogindirectlytotheseller’sDashboardpage.

4. AuthorisedusersactingforagroupcannavigatetoSwitch Seller toswitchtotheDashboardpageofadifferentseller.

Important Information The information is current as at September 2020, is subject to change and is of a general nature. NAB recommends that your carefully read the NAB Escrow Service Terms and Conditions and related documents before making any decisions regarding the service referred to in this document. The service is provided by National Australia Bank Limited ABN 12 004 044 937. ©2020 National Australia Bank Limited ABN 12 004 044 937. A156018-0920

NAB ESCROW FOR SELLERS...˜˚˛˝˙ˆˇ˘ ˝ ˝ ˝ Page 3 of 14 Inviting a client (buyer) 1. n he I...

Documents

Transcript of NAB ESCROW FOR SELLERS...˜˚˛˝˙ˆˇ˘ ˝ ˝ ˝ Page 3 of 14 Inviting a client (buyer) 1. n he I...