The Details screen appears after creating a file or opening a file from the file list. Under the Details screen there are 3 subsections:
- Basic
- Contract
- Property
As information is entered into Realti, 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.
Contract Section
The first subsection, Basic is where the Transferee(s), Transferor(s), Firm Contact, Fire Insurance, and other basic file information are added to or edited in the file.
Some of the fields may have been completed during file creation, such as Buyers, Sellers, 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 (pencil icon) 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.
File Configuration
New or Resale Property
The radio button ‘New Home’ will help the program to determine what applicable information should be shown on screen and on documents.
If the subject property is not a new home (a.k.a. resale), then a question regarding Vacant or Farmland will appear.