Create A New Builder Project
To create your first builder project, click on +Create Project in the setting toolbar. The following screens should now be available: Basic Information, Property and Legal Description, Contract Details, Issues, Account, and Trust.
Complete the following fields in the Basic Information screen:
- Project File Number
- Development Name
- Project Closing Date (if applicable)
- Vendor(s) name
- Firm Contact
Edit the Vendor/Builder by clicking on Edit and checking Corporation. Complete any known information about the Vendor, for example:
- Name (either company or individual name)
- GST Number
- Contact Information
- Signing Officer Information (if applicable)
- Address for Service
Property and Legal Description
Complete the following in the Property and Legal Description screen:
- Address (if common for all project units)
- Property Type (such as Condominium)
Contract Details
Complete the following in the screen:
- Price details (checking off the applicable check boxes regarding GST)
- Real Estate Broker (if applicable)
To locate brokerages and real estate agents in RealtiWeb, use the ellipsis button to open a popup.
You can either search for the real estate broker using Search My List, which houses the brokers already added to your account, or Open REALTORS search page to search for that information. Once you have added the infomration located on the search page, you can update your list of All Real Estate Agents.
To maintain your database of brokerages and agents, use the edit button beside the Real Estate Broker field. After updating the information, click the Update List to update your firm’s database or click the OK button to only update the broker in this file.
Account
In the Account screen, set up the standard Statement of Account details for each unit, such as Legal Fees and Disbursements, etc. There are two ways to add items in the Account tab.
- Manually typing each item
- Selecting from the firm's database
The manual entry for each line item is simple. Click on the appropriate field and start typing the descriptor. Now enter the amount, and if applicable, check off if this will be included in the export to CosmoLex or PCLaw and the Expl. and G/L# fields.
To select an item from the firm’s database, click the ellipsis button beside the field to open the database. Click the appropriate item from the list, and tick the Amount and PCLaw checkboxes and Expl. and G/L# fields if applicable.
To add items to your firm’s database, enter the item you want to add to the database in the field. Afterwards, right-click the field and then click Save to favorites from the dropdown menu.
Trust
Add any credits or debits for the Trust Statement that apply to all project units to the Trust tab, such as common payouts, holdbacks, etc. There are two ways to properly add items in the Trust tab.
- Using the edit button
- Selecting from the firm’s database
Clicking the edit button beside the appropriate field will open a popup window. Complete all the known fields, and then click Close. The data from the popup window will be brought over into the appropriate line item fields on the Trust tab.
The other method is to include items from your firm’s database by clicking the ellipsis button beside the appropriate field. This will open the items available from the firm’s database. Click the item you want to add; if applicable, click the edit button to add in any details, or enter the dollar amount in the Amount field.
To add items to your firm’s database, enter the item you want to add to the database. After adding the item, right-click the field to open the list of applicable options. Click Save to favorites to add the item to your firm’s database.
Loading your Spreadsheet (Provided by the Builder)
Once you have your spreadsheet ready with the relevant information for the units, click +Import and follow these steps:
Step 1: Copy and Paste Spreadsheet
Open your spreadsheet and select all the data you want to import. Copy the selection and return to RealtiWeb. Paste the data into the text box under the Units heading.
Step 2: Select Columns in the Spreadsheet
In the Import screen using the dropdown arrow select the desired fields. After a selection is made in the dropdown, a new dropdown to identify the next column will appear on the right. These must be entered in the same order as the columns are arranged in the spreadsheet as that is how the data will be imported.
Click the Load and Preview button to preview the spreadsheet.
Click the Create Files button to import the data into Builder Sale files. The page will load with the files created inside the Builder Project.
Managing Builder Sale Files
Manage your builder files by selecting Manage Builder Sale Files in the Tools menu in the Builder section. Switch between Builder Projects by clicking the ellipsis button next to the Projects, and in the screen that appears use the search function to find a specific project. You can add additional units by loading the spreadsheet with the information pertaining to the new units.