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Follow this guide after starting the EOI and choosing Individual on the purchase structure page. Prefer a printable version? Download the agent guide (PDF). Choosing Individual on the purchase structure page

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Enter the buyers

Enter the first buyer’s legal name exactly as it appears on their ID, plus their email, mobile and residential address. The form saves as you go, so you can leave and resume any time. Buyer 1 details Need a second buyer? Tick Yes, add a second purchaser and the same fields appear. Up to four individual buyers are supported; leave the box unticked for a single buyer. Adding a second purchaser

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Ownership

With more than one buyer you set the ownership split: Joint Tenants, or Tenants In Common with percentages that must total 100. The contract names print on the EOI record exactly as you enter them. The ownership step

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Purchase details, finance and advisors

  • Details: Investor or Owner Occupier, first-home and FIRB flags, then the Initial Deposit: the amount and a receipt upload, both optional. You can also attach an inclusion upgrades PDF here. When you pick a file the box confirms the selection, and it attaches when you continue
  • Finance: cash buyer, or the finance position: approved (attach the approval) or an estimated approval date
  • Solicitor and Broker: company, contact, address, phone and email for each
The purchase details step The finance step

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Upload each buyer’s ID

One buyer at a time: enter the date of birth and the ID type from the sighted document, attach the images, and note where and when you met the buyer. A licence needs front and back; a passport needs the photo page only. We do not ask for the document number. Before you upload, tick the confirmation that you gave this buyer the privacy notice when you started the EOI and that they agreed. Without that tick the upload is refused, so there is no way to record an ID without a record of consent. Capture ID saves that buyer and moves to the next. The Upload IDs step: the sighting details, the images and the consent tick
The documents you upload are stored with the EOI and reviewed by your account manager, so image quality matters: all four corners visible, no glare, details readable.
Once every buyer shows a tick, Continue to review unlocks.
Every buyer’s ID must be on file before you can submit. The review page names anyone still missing one and keeps Submit switched off until they are all uploaded, so collect the IDs when you meet your buyers rather than promising them later.
All IDs captured

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Review and submit

Everything you entered appears on one page, each section with an Edit link back to its step. Tick the electronic-submission consent, then Submit. If Submit is greyed out, an ID is missing: the page names the buyer. The review page with electronic consent The submitted confirmation

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Track it in My Deals

Open My Deals and click your deal to open the drawer: it shows the live EOI status, View EOI, and Download Expression of Interest Pack: the full record with the IDs you collected, as one PDF. Every download is recorded on the deal’s disclosure log. The My Deals drawer with the EOI Pack download You are emailed automatically when the EOI is started, submitted, accepted (the package goes Under Offer), or not proceeding.