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Solutions
Property Management
Residential Management
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Management Rights
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Agency Websites
Sales Management
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About Us
Contact Us
Change of Ownership for Channel Management
Step
1
of
4
25%
To assist with updating your new business requirements, we will require principals/licensees to sign a disclaimer prior to any changes to Sherlock software trust systems being amended for either new or existing businesses. By completing this document, this will ensure that the correct details are finalised based on the specific changes required. The cost of data conversion and setting up new SherlockPRO databases will be invoiced and payable prior to any change over date.
Selling or Buying Business - Channel Management Changes
Please select the option that suits your situation
(Required)
A. Selling to a new business owner already using SherlockPRO: We are able to merge your current data (but not financial transactions) into the new owner’s current SherlockPRO program.
B. Selling to a new business owner wanting to use SherlockPRO: We will require the new business owner to sign an order form for a new SherlockPRO database. Once this is setup we can move your current data (but not financial transactions) into the new Business owner’s SherlockPRO program.
C. Purchasing a Holiday property roll from another agent: We will require the selling agent to sign this disclaimer allowing Sherlock to access their database with approval to obtain a copy of the data for a test conversion prior to merging the data. If there are ledgers with balances on them we will require a copy of the final balanced bank reconciliation with reports showing all details of the ledgers, this will enable us to enter any bought forward balance into the purchasers system.
Please advise what the name of your existing software to be converted is below.
Name of software to be converted
If option C is selected above.
Other Sherlock Software & Web products being Transferred
Please tick all channels that are being transferred
VRBO
Airbnb
Booking.com
Website
Domain Name(s)
Website URL
If you selected Website above, please add the website URL here.
Domain Name(s)
If you selected Domain Name(s) above, please add the Domain Names here.
Please tick the appropriate items below that reflect your written instructions for the situation ticked above:
Data Permissions
(Required)
Permission to give new owner a copy of the test conversion data for proofing purposes.
Permission to give new owner copy of your data after conversion (On business settlement date)
Convert/Merge ENTIRE property roll - Please indicate the number of properties below.
Convert/Merge PART property roll - Please indicate the number of properties below.
If Convert/Merge ENTIRE rent roll please advise the number properties below.
If Convert/Merge PART rent roll please advise the number properties below.
Modules required to be transferred:
Holidays
Residential
Commercial
Sales
Authorisations
Permission to give new business owner a copy of the history data after conversion (On business settlement date). If you give permission for the new owner to have a copy of your history data then we can assist with setup to enable look up of historical ledgers/statements, etc. This is only for Sherlock to SherlockPRO databases. If you do not give permission to access history to the new owner then you need to provide the new owner with a hardcopy of all the history.
Authorise Access to History Database during a period of transition while moving data to another software provider. Ongoing licensing will be billable to the new owner until written notice is provided to terminate access to history database. Software must remain on the master computer to access in the near future.
I authorise access to ArchiveHUB history at any time when required.
Changing your ABN only
We will require the new ABN business owner to sign an order form for a new SherlockPRO database of which we will provide. Once this is organised and this disclaimer completed by both parties we can convert your current data into the new ABN business owner’s SherlockPRO program.
Please tick the appropriate items below that reflect your written instructions:
ABN Permissions
Permission to give new ABN business owner a copy of your data after conversion (On business change over date)
Convert/Merge ENTIRE rent roll, indicate the Number of properties in the next field.
Convert/Merge PART rent roll, indicate the Number of properties in the next field.
Number of Properties (ABN)
Modules required to be transferred (ABN):
Holidays
Residential
Commercial
Sales
Permissions History Data
Permission to give new ABN business owner a copy of the history data after conversion (On business change over date).
Approx date of Release
Change of Company Name or Address
Updating Details
Please complete the form below with your updated details. Once we receive the update we can organise to make the changes required in your software Administrator area.
Current Company Name
(Required)
New Company Name
(Required)
Current ABN
(Required)
New ABN
(Required)
Principal/Licensee Name
(Required)
New Principal/Licensee Name
(Required)
Contact Number
(Required)
New Contact Number
(Required)
Mobile Number
New Mobile Number
Current Street Address
(Required)
Suburb
(Required)
State
(Required)
Postcode
(Required)
New Street Address
(Required)
New Suburb
(Required)
New State
(Required)
New Postcode
(Required)
Email Address
New Email Address
Postal Street Address (if different above)
Postal Suburb
Postal State
Postal Postcode
New Postal Street Address (if different above)
New Postal Suburb
New Postal State
New Postal Postcode
Main Contact
New Main Contact
Accounts Email Address
New Accounts Email Address
Authorisation - CURRENT Principal(s)/Licensee(s)
Both the current and new principals/licensees will be required to sign their acceptance of the above requirements to acknowledge changes to the business as confirmed in this document:
Current Principal/Licensee 1 Name
(Required)
Current Principal/Licensee 2 Name
Current Principal/Licensee 1 Signature
(Required)
Current Principal/Licensee 2 Signature
Authorisation - NEW Principal(s)/Licensee(s)
Both the current and new principals/licensees will be required to sign their acceptance of the above requirements to acknowledge changes to the business as confirmed in this document:
New Principal/Licensee 1 Name
(Required)
New Principal/Licensee 2 Name
New Principal/Licensee 1 Signature
(Required)
New Principal/Licensee 2 Signature
I confirm that the above documentation is correct and give authorisation to Sherlock Software/Finlane Pty. Ltd. to make changes to software solutions within the current and new business to update changes as required.
END
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To assist you further, please advise your property information to support your upload enquiry.
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Sherlock Solutions
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Name of Software uploading your property
SherlockPRO
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SOLD CRM
Prop Unique Code
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Type of Property
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Residential
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Sale
Holiday Rental
Land
Property website URL/ link
*
Full Property Address
*
Tariff Number (Holidays)
Which portals are not displaying your property?
*
Agency Website
Realestate.com.au
Domain.com.au
Realcommerical.com.au
Commericalrealestate.com.au
HomeAway / Stayz
Booking.com
Other
Other Portals
Please list any other property websites that are not displaying your property online
Please provide us with a description of your property upload query
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Sherlock PRO
Sherlock Trust Manager
Inspector Sherlock
ArchiveHUB
Rentalz OnDemand
SecureBOOKIT
Channel Management
SOLD CRM
OnCloud Website
Digital Marketing
Type of Enquiry
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Account Query
Interested in other Sherlock solutions
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Solutions
Property Management
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Commercial Management
Management Rights
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Agency Websites
Sales Management
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