Complete the following fields in the Basic Information tab:
- Project File Number, which is directly linked to, and the same as, the Development Name
- Project Closing Date (if applicable)
- Vendor(s) name
Edit the Vendor/Builder by clicking on Edit and checking Corporation. Complete any known information about the Vendor, for example:
- Name (either company or individual name)
- GST Number
- Contact Information
- Signing Officer Information (if applicable)
- Address for Service
Property and Legal Description tab
Complete the following in the Property and Legal Description tab:
- Address (if common for all project units)
- Property Type (such as Condominium)
Contract Details tab
Complete the following in the tab:
- Price details (checking off the applicable check boxes regarding GST)
- Real Estate Broker (if applicable)
To locate brokerages and real estate agents in RealtiWeb, use the ellipsis button to open a popup.
You can either search for the real estate broker in Search My List for brokers already added to your account or search realtors across Canada directly through RealtiWeb in the bottom half of the popup screen. Once you locate the broker for your file, you can update your list of Real Estate Brokers.
To maintain your database of brokerages and agents, use the edit button beside the Real Estate Broker field. After updating the information, click the Update List to update your firm’s database or click the OK button to only update the broker in this file.
Issues tab
If applicable, complete details of any common registrations to the project in the Issues tab.
Account tab
In the Account tab, setup the standard Statement of Account details for each unit, such as Legal Fees and Disbursements, etc. There are two ways to add items in the Account tab.
- Manually typing each item
- Selecting from the firm's database
The manual entry for each line item is simple. You click on the appropriate field and start typing the descriptor. After entering the descriptor, enter the amount, and if applicable, check off if this will be included in the export to CosmoLex or PCLaw and the Expl. and G/L# fields.
To select an item from the firm’s database click the ellipsis button beside the field to open the database. Click the appropriate item from the list, and tick the Amount and PCLaw checkboxes and Expl. and G/L# fields if applicable.
To add items to your firm’s database, enter the item you want to add to the database in the field. Afterwards, right-click the field and then click Save to favorites from the dropdown menu.
Trust tab
Add any credits or debits for the Trust Statement that apply to all project units to the Trust tab, such as common payouts, holdbacks, etc. There are two ways to properly add items in the Trust tab.
- Using the edit button
- Selecting from the firm’s database
Clicking the edit button beside the appropriate field will open a popup window. Complete all the known fields, and then click Close. The data from the popup window will be brought over into the appropriate line item fields on the Trust tab.
The other method is to include items from your firm’s database by clicking the ellipsis button beside the appropriate field. This will open the items available from the firm’s database. Click the item you want to add. If applicable, click the edit button to add in any details, or enter the dollar amount in the Amount field.
To add items to your firm’s database, enter the item you want to add to the database. After adding the item, right-click the field to open the list of applicable options. Click Save to favorites to add the item to your firm’s database.
Loading your Spreadsheet
Once you have your spreadsheet ready with the relevant information for the units, follow these steps:
Step 1: Copy and Paste Spreadsheet
Open your spreadsheet and select all the data you want to import. Copy the selection and return to RealtiWeb. Paste the data into the text box under the Units heading.
Step 2: Select Columns in the Spreadsheet
Underneath the text box (with your spreadsheet data), select the appropriate field in the dropdown menu in the same order as the columns in your spreadsheet. After a selection is made in the dropdown, a new dropdown to identify the next column will appear on the right.
Click the Load and Preview button to preview the spreadsheet formatted underneath the dropdown menus selected above.
A Create Files button will appear on screen. Click the Create Files button to import the data into Builder Sale files. The page will load with the files created inside the Builder Project.
Managing Builder Sale Files
Manage Builder Files by selecting Manage Builder Sale Files from the File tab. Switch between Builder Projects by clicking the ellipsis button next to the development name, and use the Filter function to find a specific unit. You can add additional units by loading the spreadsheet with the information pertaining to the new units.