2. Select Forgot your password?

3. Enter the username given in your welcome email (it should be the email address you used to register).
4. Follow the instructions to set up your password.

2. Select Forgot your password?
3. Enter the username given in your welcome email (it should be the email address you used to register).
4. Follow the instructions to set up your password.
1. In the Dashboard, select +Create then Create matter.
2. Name the matter in a way that will make sense to you and your client. The matter name should be an accurate description of the services being provided to your client.
3. You can also enter notes for your personal reference.
1. In the Dashboard, select +Create then Create client.
2. Select the matter you want to invite the client to.
3. Enter your client’s details.
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
1. In the Dashboard, select +Create, select Deposit and then Create request.
2. Select the matter and client and follow the steps.
What happens next
Example of deposit request email
How a client can use mobile banking to make a deposit
1. In the Dashboard, select +Create, select Payment release and then Create request.
2. Select the matter and client and follow the steps.
3. When choosing the due date, the next five business days in the calendar cannot be selected. This is to give your client the opportunity to raise a dispute.
What happens next
1. If an escrow dispute is raised by you or your client, you’ll both be notified by email.
2. You can check on its status anytime based on the dispute flag indicator in the Dashboard.
What happens next
1. In the Dashboard, you can keep track of your matters, clients, deposit requests and payments.
2. Under Deposit requests, you can also send reminders to your clients on existing deposit requests.
1. You can extract transactions at the seller, matter or client level.
2. To extract transactions for a specific matter or client, select the matter or client in the Dashboard to bring up the matter or client details.
3. Under the Transactions tab, select Export to download a CSV file of transactions.
4. You can choose to export all historical transactions, transactions over a specified time or the latest transaction.
Note: Request data or pending transactions aren’t shown.
5. To view and extract transactions across all your matters and clients, select View Seller Account in the top right corner of the Dashboard.
6. In the seller details, under the Transactions tab, select Export to download a CSV file of transactions.
1. Authorised users each receive their own login details.
2. Authorised users acting for a group of sellers can select a seller who they wish to do work for.
Note: The sellers will need to have opted in to the group.
3. Authorised users appointed by a specific seller will log in directly to the seller’s Dashboard.
4. Authorised users acting for a group can navigate to Switch Seller to switch to the Dashboard of a different seller.
NAB recommends you consider the Terms and Conditions or other disclosure document, available from NAB, before making any decisions regarding this product. This product is issued by National Australia Bank Ltd ABN 12 004 044 937.
The Target Market Determination for this product is available at nab.com.au/TMD.
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