Accessing Settings (ON)

Accessing Settings (ON)

We recommend that administrators configure their Firm's Settings within Realti during your initial onboarding. Setting this up will save you time when completing files. This can be completed at any point.

To get started, log into LDD and select your province. Once logged in, go to Settings. On the navigation panel that appears you will have numerous different options.  It is recommended that you start from the top and work your way down the list of items as it pertains to your firm. Information can be added or changed at any time by the authorized administrators of the firm.
  1. Firm Management
    1. Firm Information: This establishes the Basic Details of the firm such as Firm Name and Title, along with the Address(s) of the firm.
    2. Manage Users: Users can be added, removed or modified within this option. 
    3. Lawyer/Notary Setup: Add, remove or modify Lawyers/Notaries. Lawyer/Notary specific details can be added including Title Insurance credentials. 
    4. Connected Accounts: This contains the base Teraview®/Teranet Connect™ and Teranet eXpress credentials for the firm. 
    5. Trust Account: Enter this information to avoid entering it manually every time.
  2. Financial
    1. Account to Client - Interim: Only available for New Home Purchase files that have an Interim Closing. This information can be changed at a file level when necessary.
    2. Account to Client: The fields will automatically come into your Account to Client in your file. This information can be changed at a file level when necessary.
    3. Trust Statement: The fields in this screen will automatically come into your Trust Statement in your file. You can always change the fields in an individual file (in case there is an exception).
  3. Documents:
    1. Options: This sets the defaults for documents. Any documents that are created within a Realti file will follow the same standard format. 

Firm Management

Basic information about your firm. Make any changes as needed and save. 

Firm Information

This establishes the Basic Details of the firm such as Firm Name and Title, along with the Address of the firm. If you have additional office locations, you can designate that information here. For more information on adding Additional Office Locations, please see this article.

Manage Users

Users can be added, removed or modified within this option. Items within individual users such as update password, user rights, contact details and account access can all be set here.

More information can be found about adding, modifying or removing users here. 

Lawyer/Notary Setup

Add, remove or modify Lawyers/Notaries. Lawyer/Notary specific details can be added including Title Insurance credentials. Details on how to fill out the information can be found here.

Connected Accounts

This contains the base Teraview®/Teranet Connect™ and Teranet eXpress credentials for the firm. More information can be added for specific users within the User Preferences > My Connected Accounts. 

Trust Account

To save you and others at your firm time, you can enter the firm’s trust account information.  Adding your Trust Account information here will assist in filling out your Request for Funds, Forms 9A, 9B, and 9C, as well as any other custom documents you may wish to have this information.

If you have more than one trust account, click the checkbox beside Allow Alternative Trust Accounts to enter other trust accounts.

Financial

InfoNOTE: Changes made to these screens will only affect NEW files created AFTER the change was made. This keeps historical file data intact for auditing purposes.

Account to Client - Interim

Available only for New Home Purchase files where there is an Interim Closing. Here you can set any standard wording, fees or disbursements for your Interim Account to Client. More information on this feature can be found in this article.

Account to Client

Use this section for setting defaults for the Account to Client. The top section is to enable Realti's accounting integration with PCLaw or CosmoLex.

The following sections set defaults for Purchase, Sale, and Mortgage file settings, as well as a Customized Account Setup. You can set everything from the standard fee charged for each file type to regular disbursements. If there is a regular charge or disbursement that frequently changes, add it without an amount.

You can amend the wording that appears on your Account to Client, and add standard items to the report (based on the file type).

On the right hand side of the screen, the Include in Account and Other Items allow you to determine what items to include in your billing to the client and if you want to export to PCLaw or CosmoLex. You can also enter the G/L # for each line item for your PCLaw export.

To include the item in the Account to Client, check off the checkbox under the Incl. column.

Trust Statement

Trust Statement information, as it will populate in documents and letters, can be completed in this section. This section allows you to have standard Paid or Received items that you may regularly have. If you have an item where the amount frequently changes, add it without an amount.  You can also select whether your firm is including the Registration Fees, Title Insurance Fees, and Land Transfer Tax (including the MLTT Admin fee) in the Trust Statement by default.

You can also select if you wish to Itemize your Mortgage Advance items or Fees, Disbursements and HST on the Closing Funds Summary in this section.

Documents

Options

Provides the user with the flexibility to set a default for how documents are generated in Realti and where to save them. Signing location wording, Reline Wording, Document Justification defaults, as well as adding a file prefix to your document name. These options apply across your entire firm account.

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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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