Including Estimated Closing Costs in a Purchase File (MB)

Including Estimated Closing Costs in a Purchase File (MB)

To view Estimated Closing Costs for a purchase file, navigate to the Financial screen and click on the Estimated Closing Costs screen. 

Estimated Closing Costs in a Purchase file calculates the estimated costs to close the transaction. This can be created in either a two- or three-column document using their respective buttons at the top of the screen.
  1. Add the financial information to your file.
  2. To create the two- or three-column document, use the Create Estimated Closing Costs (2 Column Version) or Create Estimated Closing Costs button (for the 3-column document).
  3. If necessary, you can add the Balance Required to Close to the Trust Statement by checking the Carry Over to Trust checkbox. 
Note: Keep the estimated closing costs update to date by clicking Make Estimated Closing Costs after updating the Financial screen.


    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

        • Related Articles

        • Navigating the Financial Screen (MB)

          The Financial screen varies slightly in appearance and functionality depending on the file type. To access the screen, select a file (P, S or M), and, once loaded, click on the Financial Button. In general, there are four central components, each ...

        • Accessing Firm Settings (MB)

          As an administrator, it is recommended to configure the Firm Settings within RealtiWeb to save time when completing files. To get started, log into www.lawyerdonedeal.com/lddlogin.asp and select Manitoba. In RealtiWeb, go to Settings → Firm ...

        • Navigating the Financial Screen (ON)

          Here, you are able to review and modify the financial information related to the file under: Stmt of Adjustments Land Transfer Tax Account to Client Trust Statement Closing Funds Summary At the top of the page for each screen, there is an ability ...

        • Accounting for Late Interest in Purchase & Sale Files (MB)

          To account for late interest received or paid, navigate to the Financial screen and click the Trust Statement tab.  Late Interest in a Sale File In the Trust Statement, find the next available blank line under the Received section and choose either ...

        • Working in a Purchase File (SK)

          Creating a Purchase File To get started, select Create a New File from the main screen, then select Purchase from the dropdown, enter File #, and select Responsible Lawyer from the selector icon.  If the land in question is bare land or farmland, ...