We have a client who has NO first name, only a surname. I note when creating a party that surname is optional, but first name is mandatory. Is there any way around this or do we have to convert the settlement to paper? Does it really matter how the names are noted as they are not categorised on the Transfer? Any assistance would be appreciated!
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Hi Helen, I recently had a similar issue with CBA. Our client's residential discharge was for some reason being dealt with by the commercial team. CBA accepted the invite but kept refusing to acknowledge that they had a discharge authority. They clearly had received a discharge authority because we received a "ready to book" from SAI when it was set up as a paper settlement (Qld). I went in circles with the retail and commercial team and made about 10 phone calls all up and each time I had to repeat the same story over and over and no one seemed to be able to help. At one point CBA advised that the invite had been sent on to the Business team and advised that we should invite the Business team in future, a bit hard when they don't exist in the invite section! CBA business team then promptly declined. I was FINALLY advised that when you send an invite, you have to specify what type of settlement it is e.g. commercial/retail/repaid etc and then it is forwarded to the correct team. I mean, this doesn't really help when you expect it to be a retail settlement but it's being handled by a different team! The day before settlement I managed to get a hold of a lovely lady in the retail team (after over a week of getting nowhere) and she sorted it out in an instant by directly getting in touch with the commercial and PEXA teams and waited while they accepted the invite and booking. I have always had a great experience with CBA but this was just so frustrating an disappointing. CBA really need to get this sorted.
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