Navigating the Basic Screen (ON)

Navigating the Basic Screen (ON)

All files show the Basic screen after they are created (or when opening a file from the file list). Available from the Basic screen are:
  1. Basic Information
  2. Property and Legal Description
  3. Contract Details
  4. Title Search
  5. Writ Search
As information is entered into RealtiWeb, the information will generate in documents with the appropriate information. Inserting as much information here as possible throughout your file to save you time. 

Basic Information

Basic Information is where the Transferee(s), Transferor(s), Firm Contact, Conveyancer, 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 pencil icon beside fields allows you to edit the information. Clicking it opens a screen to edit or enter the information.

Adding Purchaser/Transferee

To add a new Transferee, click the pencil icon near the Transferee(s). This opens the Purchaser/Title Information screen. Fill in the information from the Agreement of Purchase and Sale until you receive title instructions. The On Title and As per Agreement checkboxes impact many of the documents in RealtiWeb. Completing these checkboxes will assist the system in determining the appropriate signatures to use, who to address various documents to, etc. The Main Contact checkbox will show the client’s name on the Basic Information screen along with the entered contact information. In addition, the Ongoing Relationship checkbox will activate clauses in documents specific for when a client has a long-term relationship with the firm.

The Entitled to Provincial LTT Refund checkbox will change how land transfer tax is calculated in the Financial screen. The Joint Declaration/Capacity Statement checkbox will add another data field to add the appropriate joint declaration/capacity of the purchasers. As information is gathered regarding title you can enter information at a later time. Click on Close when you have finished entering all required information.

Adding Seller/Transferor

Adding a transferor is similar to adding a transferee. From the Basic Information, click the pencil icon near the Transferor(s). This will open the Vendor/Transferor Information screen. Complete the information you know about the transferor.

Adding Client Identification Verification Information

After adding your client(s) to the file, you can add their identification into the system by clicking ID Verification. Check out this article for more information about using the Client Identification Verification section. 


Adding Other Parties in the Real Property Transaction

Please refer to the Database article for completing Firm Contact, Conveyancer, and Fire Insurance.


File Configuration

The File Configuration is to assist in setting up the specifics for the transaction. The radio button questions indicate to the system how to generate documents when working for both the Purchaser and Seller, if it's a resale or new home, vacant land or commercial transaction.


The radio button ‘New Home Purchased from a Builder’ helps to identify if the subject property is a resale or new home. For example, if the home is being purchased from a builder, answering ‘yes’ will show all the important fields pertaining to new homes, such as GST/HST rebate, TARION, etc. throughout the file. If the subject property is not a new home (a.k.a. resale) then, a question regarding vacant land will appear.

The Property and Legal Description screen is where you enter the subject property address, type and legal description.


By clicking the pencil icon beside City/Town, a popup will open for information to be entered regarding the costs of tax certificates, building and zoning reports, etc. The City/Town field impacts other RealtiWeb features and fields, such as automatically selecting Land Registry Office, Assessment Roll No., Condo Corp Names, Plan Numbers, and fields in the Legal Description box.


The Property Type dropdown indicates to RealtiWeb if the subject property is a freehold or condominium, and will impact what is displayed on each screen (similar to how Purchase files are slightly different from Sale files).

Note: If you want to indicate a Parcel of Tied Land (POTL) for a freehold, checkoff the t/w Common Elements? checkbox.

Contract Details

This screen includes all information pertaining to the Agreement of Purchase and Sale, with some overlap from the previously completed tabs, such as Contract Date, Closing Date, Contract Price, Transferee(s), and Transferor(s).


If the subject property is identified as a new home, then certain sections will be slightly different or added. For example, the HST section will be changed, as HST is always applicable to new homes. Meanwhile, the Tarion section will appear when the subject property is a new home.

Real Estate Broker

Enter the real estate agent or broker using the database button. Complete the Real Estate Commission information.


The last two tabs (Title Search and Writ Search) are available to use, if you (or your firm) have a Teranet Connect account. This is a subset of Teraview on the Web. You are able to search Land Titles and bring the information into RealtiWeb.


Check out this Title & Writ Search tutorial to learn how to begin performing Title & Writ Searches from within RealtiWeb.



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      Related Categories
      Billing, Accounting Integrations, Admin Functions & Reports

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      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

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