Navigating the Issues Screen (SK)

Navigating the Issues Screen (SK)

There are multiple tabs that appear under the Issues screen. These are:

  • Master Issues List

  • Inquiry Status

  • Trust Letter (for Sale files) & Trust Letter Reconciliation (for Purchase Files)

  • Checklist; and

  • Report (Purchase and Sale files only) or Title Memorandum (Mortgage files only).


Regardless of file type the Master Issues List screen is divided into three sections:

  • Registered Interests

  • Unregistered Interest/Issues; and

  • Issues from Import. 


Check out this article for more information about adding Registered and Unregistered Interests/Issues, and this article for more information on adding Issues from Import.

Inquiry Status

The Inquiry Status will show any issues where you have checked Letter Inquiry. You can keep track of inquiries you make on the file and whether or not they are resolved, outstanding etc. by selecting from the Inquiry Status dropdown.


Checklist

Checklist tab will display all issues for which you have checked Checklist. This way you can keep track of important issues throughout the file.

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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

      Province-specific information for NS clients

      Province-specific information for SK clients

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