Inviting your Client to the Portal

Inviting your Client to the Portal

Once you have uploaded the necessary documents to the Remote Signing Portal, you can invite your client by clicking on the Email Invitation button.
The Lawyer and Support Staff listed on the file will automatically be CC’d on this email.
The email includes a unique and secure link that both you and your client will use to access the portal.
The portal is optimized for modern browsers and works on desktops, laptops, android phones and iOS (Apple) phones & tablets in the following browsers:
  1. Chrome, Microsoft Edge and Firefox on Windows, Mac, and Android
  2.  Safari on Mac & iOS (Apple)
You must either enter the Portal Password or answer the security questions correctly to access the portal.
Too many wrong answers will lock the portal; if this occurs, open the Remote Signing window in RealtiWeb and click on the UNLOCK button, then save your RealtiWeb file.
Please ensure that you email the portal invitation to your client in advance of your meeting so they have time to download and print the closing documents.

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      Billing, Accounting Integrations, Admin Functions & Reports

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      Province-specific information for AB clients

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      Province-specific information for ON clients

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