For registered migration agents
The Code's work, run from the client file.
Your MARN checked against the OMARA register, the CSA before the advice, file notes, Form 956 and eLodge you submit yourself.
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ImmiIQ eLodge
Hana Sato
Subclass 190
Ready for your review
Filled from her file. You check each value and you press submit.
What an RMA can rely on. For registered migration agents and the firms they run.
- Your MARN, checked against the register
- Confirm it with the code sent to the email on the OMARA register. Client messaging opens once it is confirmed.
- The CSA before the work
- Document requests, signature requests, invoices and messages to an engaged client wait until the client has signed the Costs Service Agreement. A lead or prospect can be messaged before that.
- You submit, always
- eLodge fills ImmiAccount from the file. You review every page and press submit yourself.
From the agreement to the lodgement, on the same record as the client.
The agreement before the advice. The starter CSA annexes the consumer guide and the client signs it in the portal. Document requests, signature requests, invoices and messages to an engaged client wait until it is signed - a lead or prospect can be messaged before that.
- Filled from the client record and yours to rewrite to your own terms.
- The client and their dependants sign; the signed PDF carries its own certificate.
- An imported client with a CSA signed elsewhere is recorded as on file from that day.
Hana Sato
Subclass 190 · Engaged
Costs Service Agreement (CSA)
- AgreementFilled from Hana's record
- Schedule of feesProfessional fees and disbursements
- Annexure D - Consumer GuideThe Department's guide for registered migration agents
Before the work starts
Waiting for the client's signatureDocument requests, signature requests and invoices wait until the CSA is signed.
Messages to an engaged client wait too - a lead or prospect can be messaged now.
File notes the Code expects. Advice, calls and decisions on the client's record, with every correction keeping the version before it.
- A corrected or removed note keeps its earlier text, who changed it and when.
- Call notes file to the same record.
- Pin the engagement terms to the top; a reminder on a note shows in the client header.
Mei Lin
Subclass 190 · Lodged
Advice on the state nomination
Olivia Reid · corrected, earlier version keptExplained the nomination criteria and the documents the state asks for.
Client confirmed she will apply once the skills assessment is back.
History
Filenote created10:12- Filenote correctedEarlier version kept10:31
Form 956 from the file. The client's details and your MARN fill the Department's own form. Preview it, then send it for signature.
- Preview returns the filled PDF with nothing sent.
- Signed in the form's printed declaration box, at a PIN-verified link.
- Form 956A, 80, 1221 and more fill the same way.
Form 956 - agent declaration
Preview - nothing sent
- Family name
- SATO
- Given names
- HANA
- Agent
- Olivia Reid
- MARN
- 0000000
ImmiAccount, filled from the file. The eLodge extension fills each page in your own browser. You review it and you press submit.
- You sign in to ImmiAccount yourself; ImmiIQ never asks for or stores the password.
- Readiness checks name what is missing before a lodgement starts.
- The lodgement register keeps who started it and the TRN once submitted.
ImmiIQ eLodge
Hana Sato
Subclass 190
Ready for your review
Filled from her file. You check each value and you press submit.
Your CPD, against your cycle. Log each activity for the registration cycle, watch your progress and export the logbook as a PDF.
- Activities, hours and providers for each registration cycle.
- An admin sees the whole team's CPD in one panel.
CPD Logbook
Registration cycle
Activities
- Webinar on the skills in demand visa2 h
- Code of Conduct refresher1 h
Cycle progress
- Olivia Reid3 h
Client money, kept apart. The clients' account runs on the trust accounting add-on, A$29/mo: receipts, payments and a monthly reconciliation that agrees to the cent.
- Receipts, payments and transfers post to a ledger that is never edited; a mistake is reversed.
- Bank, cashbook and client ledgers agree before a month closes.
- Clients see their balance and statements on the portal.
Trust accounts
Three-way reconciliation
- Bank closing balance
- A$48,210.00
- Unpresented receipts
- A$0.00
- Unpresented payments
- A$0.00
- Adjusted bank balance
- A$48,210.00
- Cashbook balance
- A$48,210.00
- Total of client ledgers
- A$48,210.00
Bank, cashbook and client ledgers must agree to the cent before the month can close.
Close month
Moving from another system? Bring your clients across yourself.
Upload the export, check the dry run and keep the undo for 24 hours.
How moving across worksQuestions RMAs ask. Plans, the register, the CSA and lodging.
Which plan is for registered migration agents?
Pro, at A$79 a month. Every feature on this page is in Pro except the clients' account, which is the trust accounting add-on at A$29/mo.
How is my MARN checked?
When you sign up, ImmiIQ looks your MARN up on the OMARA register and sends a code to the email listed there. Enter it and client messaging, portal invites and lodgement open. Everything else works from the first day.
Does the Costs Service Agreement carry the consumer guide?
Yes. The starter CSA annexes the Department's consumer guide for registered migration agents. You can rename the annexure to match your own agreement. The client reads and signs it in the portal.
Does ImmiIQ lodge for me?
No. The eLodge extension fills ImmiAccount in your own browser, signed in as you, from the client file. You check each page and you press submit. ImmiIQ never holds your ImmiAccount password.
Can I keep my CPD in ImmiIQ?
Yes. Log each activity against your registration cycle, see your progress and export the logbook as a PDF. An admin sees the whole team's CPD in one panel.
Can I bring my clients across from another system?
Yes. Upload the client list your current system exports. ImmiIQ matches the columns, checks every line in a dry run and can undo the import for 24 hours.
Open your first client today.
Confirm your MARN, send the CSA and fill the first form from the record.
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