Accessing Lender Documents in WebDocumentRetrieval

Accessing Lender Documents in WebDocumentRetrieval

WebDocumentRetrieval is a web-based application that enables lawyers and their clerks to retrieve documents related to mortgages, request for funds, handle final reporting, and communicate with the lender. Each of the headings below relates to a core part of how WebDocumentRetrieval improves the information and communications between the borrower's law firm and the lender.

To access WebDocumentRetrieval, go to www.lawyerdonedeal.ca/dr and log in to your LDD account. Once you've logged in, select LDD WebDocumentRetrieval.
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All of your mortgage transactions will appear in the Inbox. Click on a file to view details about the Mortgage transaction. To view details of the  Date Posted,  Branch Address,  Mortgage Details,  Advances,  Terms and Conditions, or  Lawyer Information, click on the arrow symbol beside the section that you wish to expand. To collapse an expanded section, simply click on the arrow symbol again.

Note: Due to differences in lender requirements, instructions for receiving mortgage instructions, requesting funds, and closing a mortgage transaction with your mortgage lender may vary slightly from those contained in this article. You can view additional instructions regarding Toronto Dominion Bank (TD) Transactions by clicking here.

Obtain Mortgage Instructions
  1. Once you have received a notification that the transaction has been posted, select the mortgage transaction from the Inbox, as before, and scroll down to the section entitled Download Documents.*
  2. There are two general types of documents available to download: Public Documents and Solicitor’s Package. To view the full array of documents click the file folder icon beside the Public Documents and Solicitor’s Package.
  3. Open view any document by clicking the document icon next to it. You can either Print or Save the documents by pressing the respective icons, once the document has successfully opened.**
  4. Once you have opened the Solicitor’s Package, a red check mark will appear to the left of Retrieved on the Status Panel. You must retrieve the Solicitor’s Package in order to proceed with the next steps.
* You will receive a fax or email from the mortgage lender entitled “Urgent Memo”, advising that a transaction has been posted to LDD WebDocumentRetrieval for you to retrieve.
** You must open your documents to confirm receipt of your instructions within 48 hours of the package being posted to you.

Mortgage Document Preparation

  1. Click the Send button next to Online Mortgage Document Preparation on the Controls panel. The Mortgage Preparation screen will appear.
  2. Click on the check box to the right of “Use E-Reg” on the Mortgage Preparation screen.
  3. Fill in the PIN(s). If there are multiple PINs, insert a comma between them.
  4. Confirm that the correct information has been completed in the mortgage details section by comparing it to the mortgage details provided on the Transaction Summary screen and Instructions to Solicitor.
  5. Save the information by clicking Save at the bottom of the Mortgage Preparation screen.
  6. Click on the Prepare Document button at the bottom of the screen. A download ribbon at the bottom of the screen will prompt you to open or save the file. Save the file on your computer.
  7. Log in to Teraview® and import the Charge/Mortgage.

Request for Funds
  1. To submit the Request for Funds click the Confirm icon to the left of Request for Funds in the Controls panel. The Solicitor’s Request for Funds will appear.
  2. Provide the required information on the request form. To select the spousal status of the mortgagor(s), click on the arrow to the right of the Title Held As field.
  3. If the name(s) of the mortgagor(s) displayed or the available selections for spousal status are incorrect, highlight and click on Other — insert details. Add the correct name(s) of the mortgagor(s) in this field.
  4. Click the Save button in the bottom left-hand corner of the Solicitor’s Request for Funds to save the information.
  5. Click Confirm to submit the Request for Funds electronically to the mortgage lender.
  6. A red check mark will appear in the circle to the left of Funds Requested on the Status Panel. The Confirm button will be changed to a View button on the Controls panel once the Request for Funds has been submitted.
  7. Once the mortgage lender has received the Request for Funds, they will wire transfer the advance to your trust account on the closing date. After the funds have been transferred, a red check mark will appear in the circle to the left of Funds Transferred on the Status panel.

Closing the Transaction

  1. After the mortgage has been registered, click on the Confirm button next to Closed on the Controls panel within the period specified by the mortgage lender. A message will appear asking you to confirm that the mortgage has been closed. Click OK.
  2. A check mark in the circle next to Closed in the Status Panel will appear when the transaction has closed.
In the event that the mortgage transaction has not been completed, click the Confirm button next to Not Closed on the Controls panel. A pop-up message will appear asking you to confirm that the mortgage transaction has not closed. Click OK. A message will appear at the top of the Transaction Summary screen asking you to contact the mortgage lender to obtain instructions.

Submit Final Report to Mortgage Lender

  1. To submit the Report to Mortgage Lender, you must ensure that all of the following must be completed:
    1. The Confirm button next to Closed must have been clicked on and subsequently faded out.
    2. The red check mark must appear to the left of Closed on the Status panel.
  2. Click on the Confirm button next to Online Mortgage Report Preparation. The Report to Mortgage Lender screen will appear. Review and complete the Report to Mortgage Lender.
  3. Insert the registration number of the mortgage, the assessment roll number, and the name and address of the municipal tax department.
  4. Review the mortgage details by clicking on the arrow in the bottom left-hand corner of the screen. Click on the Confirm button to confirm that the information contained in the report is accurate and to electronically submit it to the mortgage lender.
  5. Retain the duplicate registered mortgage in your file. Refer to the Instructions to Solicitor for information as to whether the mortgage lender requires that any enclosures be forwarded with the Report to Mortgage Lender.
  6. The Send button next to the Online Mortgage Report Preparation will change to a View button, and the Status panel will have all check marks completed when the report has been submitted.


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