At the top of the page for each tab, there is a blue link to create the relevant document.

Consideration and Deposits come from information entered in the Basic button → Contract tab. The Consideration is calculated based on the contract price.

Click Add Adjustment to add further required adjustments. Click on the adjustment in the popup that appeared and enter in any necessary information.

Calculate the fees associated with the municipal deed transfer tax and create the Deed Transfer Tax Affidavit document using the DTT tab. The DTT screen will change depending on the municipality the subject property is located in.

From this screen, review the information and click the blue links, or type in the fields to edit any relevant information (if necessary). Clicking the blue “Create Document - Deed Transfer Tax Affidavit - PDF” link will generate the document.

The Account to Client tab is intended to show you what is being charged for fees and disbursements, and if applicable, how much of the account is being paid from the trust.

Review the Auto Include? box in the Financial Functions box on the right of the screen. This enables anyone to change where the fees are being placed on a per file basis.

If one of the accounting integrations is enabled for your firm (PCLaw or CosmoLex), you will see an area for enabling the export along with the relevant fields. For more information, please see our RealtiWeb Accounting Integrations articles.

The Trust Statement sources data from several places in the RealtiWeb file. The Paid section is filled in from several locations. 

Meanwhile, the Received section completes any received amounts from the Mortgage Advance from the Mortgage Screen. Any additional funds from the client will need to be entered manually here.

Other items from previous tabs can be included when applicable. To manually add other items, you can either type in the text box, click the ellipsis button for preset options, or hit the edit button. The edit button will open a screen that allows for manual entry.