Adding Purchasers, Vendors, or Mortgagors to a File
Add contact info for your client(s): the required fields are Name as Per Agreement, Contact Method (select from dropdown), and email and/or phone number. To add another entity, select the red Add New link found on the left of the pop-up.
Initiate the Remote Signing Portal
On the Basic Screen, click on initiate remote signing for this file.
Saving Your Files
RealtiWeb automatically creates and saves your files when you click on the blue Continue arrow on the file opening screen. When you’re in a file, click on the blue piggy bank in the top right corner to save the 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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Remote Signing Portal FAQ
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