Adding & Updating Records in Lender Database (BC)
Adding a New Lender
Navigate to the Mortgage screen and add a new mortgage. Add a lender by clicking the selection button to open the Mortgage Lender database. This will open the list of available lenders.
Click on the expand icon to see the list of available branches. Clicking on the branch will add the information and lender to your RealtiWeb file. If the branch, you are working with is not available, click on +Branch to add it.
There are lenders who are not in the database provided by LawyerDoneDeal. For example, many private lenders are not included in our list. If the Lender is not listed in the database, add it under Miscellaneous and Private Lenders by clicking +Lender.
Note: Add a Lender before adding the Mortgage Type. Re-selecting the lender will clear the Mortgage Type and any other data previously entered in the Mortgage screen.
Modifying an Existing Record in Lender Database
Clicking the edit button will bring up the Lender Information popup. This popup allows you to update the selected lender or save changes as a new lender in your firm’s database.
The branch of the mortgage lender you added will be added to your lender list. To update the lender information in your database, click the Update Lender List button. The blue trash bin next to the mortgage lender branch name will delete that branch from your Mortgage Lender database.
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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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