Atlas Subsale Claim

Transcript

1. ATLAS SUB-SALES COMMISSION CLAIM ▪ Claim Commission ▪ Tax Invoice ▪ Official Receipt ▪ Refund ▪ Forfeit ▪ Renewal ▪ Release ▪ Cancel Form
2. Sub-sales claim CREATE CLAIM Login to Atlas & Create a new claim FILL IN DETAILS Fill in the necessary information needed for the claim UPLOAD DOCUMENTS Upload all the documents needed for the claim submission CREATE NEW SUBMISSION Submit your claim once you have provided all the information and documents. Choose your submission type. i.e; commission claim, tax inv, refund, official receipt, etc. DONE! Your submission will be reviewed by the admin and finance team THE PROCESS 2
3. STEP 1 • Login to Atlas (atlas.iqiglobal.com) • Click on “Personal” • Click on “Subsales Claims” • Click on “Create New Claim” 3 Create Claim
4. STEP 2 • Choose “Transaction Type” • Select “Branch” • Fill in details under “Booking Details”, “Agency Fee”, “Stamping Fee” & “Commission” 4 Fill in details
5. • If there is a co-broke case, kindly fill in the “External Agent” field. (If it is not a co-broke case, please leave this section empty). • Fill in all the details under “Owner Lawyer” & “Buyer/Tenant Lawyer” (This section is a compulsory field) • If the co-broke case is within IQI, be sure to fill in the “Internal Agent” section. • Should there be a referral involved, kindly fill in the section under “Referral” 5 STEP 2.1 Fill in details
6. • Upload each document needed one by one • Click on “Go To Submission” once all the documents are uploaded. (Kindly note that only PDF format is accepted) 6 STEP 3 Upload documents
7. • Create a new submission for your requirement and fill in the description for our admin reference. • In this step, you may choose to create claim/refund, request for an invoice, Official Receipt, etc. (Please note that you need to click on “Create New Submission” for each different submission type that you request.) 7 STEP 4 Create New Submission
8. 8 STEP 5 • You will receive an email for your requested documents once it is done. You may click on “Download” button to get the requested document. Done!
9. You can also get the documents from Atlas : • Click on the Submission Tab • Click on the Action Icon • Download the attachment 9 STEP 5.1 Done!