Setup for Realti/CosmoLex® Integration
The Realti - CosmoLex® Integration allows for the exporting of your Realti file disbursements into CosmoLex. Your Main Fees associated with your Realti file are not exported.
On the Computer
Ensure that there is a folder called Realti for your export file on your local C:\ drive at the root. (If you don’t have access to this drive, create a folder elsewhere for this purpose and remember this for a later step).
Note: If you require assistance with setup, call LDD Support at 1-800-363-2253.In Realti – Configure Account to Client in Settings
This is a one-time setup in your Account to Client located under Settings. Once logged into Realti, navigate to Settings > Account to Client. Then select CosmoLex under Export Options located in the top left-hand side of the screen. Note: Only one export option can be active at a time. For example, you cannot have PCLaw Export active at the same time as CosmoLex Export.
Next, in the CosmoLex Export File Location specify the location where your export files will be kept. The default is C:\Realti, but if you have modified this, type in the correct location to match the folder you created in the On the Computer section above.
Note: Changes made to your Account to Client Defaults will only effect NEW files created after saving your changes. Existing files will not contain any updates.
For each account type (Purchase, Sale, Mortgage or Customized Account) set the fees and disbursements that will automatically appear in your Account to Client. In the CosmoLex column, indicate for each disbursement, whether that item should be exported toCosmoLex® as a default.
For additional items showing in the Account to Client Defaults which may automatically come into your Realti Account to Client, such as Title Insurance Fees, Title Search Fees, etc., do the following:
- Under Include in Account, if you haven’t already, indicate whether you want each disbursement to automatically appear in your Account to Client.
- Under CosmoLex, indicate whether each disbursement should get sent to CosmoLex.
For additional disbursement items (Other Items) that you may choose from a dropdown in your Realti Account to Client, indicate whether they should automatically be included in the CosmoLex.
Note: These defaults can be overwritten on the individual file level.Any additional disbursements that you may occasionally add to your disbursements in a Account to Client, should also be entered here.
A step by step guide on how to use the integration can be found here: Using Realti's CosmoLex® Integration
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