Accessing RealtiWeb Databases (ON)

Accessing RealtiWeb Databases (ON)

In RealtiWeb, the majority of the databases are accessible with the selection icon beside the specific field. You may add, edit, and delete specific database entries on the account level, resulting in your changes impacting other users at your firm. Alternatively, you can change data for that specific file and not update your firm’s database.

Field for Database
Location
Firm Contact
Basic → Basic Information
Conveyancer
Basic → Basic Information
Fire Insurance
Basic → Basic Information
City/Town
Basic → Property and Legal Description
Condo Corp. Name
Basic → Property and Legal Description
Condominium Contact
Basic → Property and Legal Description
Legal Representation for the Other Side
Basic → Basic Information
Real Estate Broker
Basic → Contact Details
Mortgage Lender
Mortgages
Favourite Clauses
Issues, Documents

The majority of the databases across RealtiWeb have a selection icon, and edit and clear buttons. You are able to save your frequently used contacts and clauses to your firm's account. This saves you time later when you are opening or updating a file.

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      Related Categories
      Billing, Accounting Integrations, Admin Functions & Reports

      File Creation, Document Creation, and other general topics

      Province-specific information for AB clients

      Province-specific information for BC clients

      Province-specific information for MB clients

      Province-specific information for ON clients

      Province-specific information for NS clients

      Province-specific information for SK clients

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