The Basic screen appears after creating a file or opening a file from the file list. Under the Basic screen there are 3 tabs:
- Basic Information
- Property and Legal Description
- Contract Details
As information is entered into RealtiWeb, the system will be able to generate documents with the appropriate information. Inserting as much information as possible throughout your file will save you time.
The first tab, Basic Information, is where the Transferee(s), Transferor(s), Firm Contact, Fire Insurance, and other basic information are added to or edited in the file.
Some of the fields may have been completed during file creation, such as Transferee(s), Firm Contact, etc. Complete any fields that have not been completed. The more information included in your file, the more complete your documents will be throughout the transaction. You can always come back and add it.
The edit button to the right of some fields allows you to edit the information in that database record, for example, a lawyer. Clicking on this button will open a screen that allows you to edit or enter this information.