Navigating the Issues Screen (ON)

Navigating the Issues Screen (ON)

The Issues Screen has the following:
  1. Master Issues List
  2. Inquiry Status
  3. Requisition
  4. Checklist
  5. Report

Master Issues List

The Masters Issues List is for adding any action items or issues with the transaction.

How to create an issue

There are two ways to add issues:
  1. Manual entry
  2. Title search matching

Manual Entry

The issues are divided into categories. Click on the applicable category, such as Mortgages (Discharge/Assumed/Remaining/Postpone).

A new window will appear with specific issues related to the selected category. Click on the appropriate issue name, and the Issues WorkBench screen will open. This tool assists with creating your documents, such as inquiry letters and undertakings. The Issues WorkBench brings in data from elsewhere in the file (or Title Search) and provides text for your reports, closing checklist, etc., for the particular issue.

You can edit the default text and add your own by right-clicking the clause you want to save and selecting Save current text as new clause in the clause list.

Each issue works in a similar manner.

Title Search Matching using Teranet Connect™

Alternatively, you can use the matching feature on the Title Search screen after you have completed the initial title search to match the instrument to the closes item in the Issues List. Refer to this article on how to title search directly from a RealtiWeb file.

If you return to the Issues screen, you will see the created issue. The name of the issue will use the type of issue, instrument number (from Teranet Connect), and the registered date.

Carrying out actions from the Action List

The Action List changes dynamically based on the specific actions to be carried out for a given issue. There are 9 possible items:
  1. Letter Inquiry
  2. Requisition
  3. Checklist
  4. Reporting Letter
  5. Undertaking
  6. Adjust/Payout
  1. Calendar
  2. Similar Name (when applicable)
The majority of items listed in the Action List have a corresponding document. Clicking on an item in the Action List will change which clause you are editing.

Clauses

Each clause consists of the description and action clause.

The data fields in the text will be completed if the data has been entered through RealtiWeb or from the title search import. You may overwrite the text if needed. If manually entering an issue, the issue may have additional fields to be completed.

If you right-click on the clause, you will see the various editing options for the text. This is what the various options do:

Cut
The text is removed from the clause and able to be pasted elsewhere.
Copy
This copies the text to your computer’s clipboard.
Paste
This pastes the text on your computer’s clipboard to the clause with no formatting.
Paste with Format
This pastes the text on your computer’s clipboard with formatting.
Insert Defect Field
A popup window will appear with a list of possible fields. These fields will pull data previously entered into the file in the clause. When the field is updated, the clause will also be updated.
Select all in text box
This will select all text in the clause. It is useful if you want to copy/remove the full clause text.
Restore to LDD default
Selecting this will return the clause back to LDD’s standard clause text.
Select another clause
Opens your firm’s Favourite Clause database (also accessible by using the database button).
Save current text as default
Overwrites the current default clause with the currently selected clause for the document. If you open another file with the same issue, then the clause for your document will not be the LDD standard clause text. Instead, your saved default clause will be used for the document.
Save changes of current text in clause list
This will update the clause text in your firm’s database.
Retrieve Default
This will return the clause to its saved default version.

Note: This is the default version for your firm account, and it could be different from LDD’s standard default clause.

Save current text as new clause in clause list
This will save the clause as a new clause in your firm’s database.
Remove this clause from the list
This removes the clause from your firm’s database.

Drafting Documents

If there is a corresponding document for the action available, a blue Create Document link will be near the bottom of the Action List. The blue link will state the document that will be merged for viewing. For example, clicking the Create Document - Checklist will merge the Checklist document.

Adjust/Payout and Calendar Action

The Adjust/Payout item will let you determine how to include the adjustment (or payout) in the Statement of Adjustments or Trust Statement. There may be additional fields to be completed. The Calendar item allows you to add a reminder to your RealtiWeb Calendar.

Inquiry Status, Requisition, Checklist, and Report

These enable you to manage the issues:
  1. Inquiry Status: function to manage non-title inquires, such as a mortgage discharge
  2. Requisition: view custom additions to the Requisition letter
  3. Checklist: view items added to the standard Checklist
  4. Report: view the added text to the standard Report

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