Home Screen: File List, Key Dates & Navigation

Home Screen: File List, Key Dates & Navigation

After logging in and selecting your province, you will be brought to the Home screen. This screen has your File List, Key Dates, Task Manager.

Located at the top right of the screen you will have a number of icons that will allow you to access different items. More on this will be explained below.

File List

The Home page will show your File List. The file list will show the most recently accessed files (by you). Any file can be searched by utilizing the search bar at the top of the file list. This search will filter through all files, regardless if they are active or archived files.
 
The Advanced Search function is available in the same search section at the top of the file list. This is identified by the Filter icon to the left of the + File button. 

The advanced search allows you to set parameters for what is being searched. For example, searching between two dates for a closing date will provide a list of all files matching the date range.

To sort your files differently for only the current session, click on the column headings (such as File No. or PSM). This will sort by ascending or descending.
Info
Note: PSM is an acronym in Realti that is used for identifying the file type:
P: Purchase file
S: Sale file
M: Mortgage file
In the Master Documents settings, you will see P, S, M, PS, PM, SM, and PSM. In this context, this identifies the file types applicable to each document.
Change what columns you want to appear by clicking the Settings icon and selecting File List Preferences.
InfoNote: Changing the list view will change it for all users.

Navigation

You may notice some Icons across the top of the page and right hand side of the File List. These icons allow you to perform the following actions:
  1. Home: Returns to the Home screen
  2. Calendar: Directs to the Calendar to view upcoming files
  3. Inbox: Opens a popup to view Lender and New Home instructions
  4. Bell: Opens the Notification Centre
  5. Question Mark: Provides links to helpful articles, training and support resources
  6. Settings Wheel: Manage and customize Realti functions
  7. Activity: History of actions within your user account for the current session
  8. Reports: Directs to the Managerial reports for the account
  9. Title Search: Allows you to perform a Title Search with LTSA.

Key Dates

Key Dates is located underneath the File List.  This feature reminds you of important dates for the current day, last/next 7 days or last/next 4 weeks. It is meant to give you an at-a-glance view of upcoming dates of importance for your transactions. More information on which dates can be displayed can be found here.

Task Manager

This section is found to the right of Key Dates. In this area you can find information about what tasks are upcoming in your files and when they are due. You can find more information about this feature here.

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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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