Navigating the Basic Information Screen (BC)
This screen contains general information about the file, such as file number, closing date, purchase price,
parties information, parties' representatives, and insurance information. Data completed in date and financial-related fields
will be used to calculate the adjustments in/out amounts on the Financial screen.
Basic
Information screen
This is where the Purchaser(s), Vendor(s), Firm Contact, Fire Insurance, Title Insurance
Provider, and other basic information are added to or edited in
the file.
Some of the fields
may have been completed during file creation,
such as Purchaser(s), Firm Contact,
etc. Complete any
fields that have
not been completed. The more information included in your
file, the more complete
your documents will be throughout the transaction. You can always come back and add information as it becomes available. The edit button to the right
of some fields
allows you to modify the information in that database record, for example, a lawyer. Clicking
on this button will open a screen that allows you to modify or enter information.
LTSA
Title Searching and Importing
Read the Title Search Integration article to learn how to search titles,
buy documents, and import information from registered instruments without leaving
your RealtiWeb file. Several fields displayed on the Basic Information tab can also be auto-populated with information from the Title Search including Registered Owners, Legal Description, Registered Address, and Registrations/Liens/Charges. For more information on LTSA Title Searching, check out this article.
Databases in Basic Information screen
The databases on the screen are: Firm Contact and Fire Insurance. The latter is described in further detail below.
Fire Insurance
Clicking the selection icon beside
the Fire Insurance field will
open the firm’s list
of insurance agents. Click on a name
to use that
insurance agent. Alternatively, click the blue Edit or Copy link to start editing
the entry, or click the blue “Add” link to add a new agent.
After entering the insurance agent details, click the
OK button to add the agent to the file.
Note: If you want to use the insurance agent in other
files (current or future), click
Update List to add the agent
to your firm’s list.Still can't find what you're looking for?
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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