Getting Started: Setting Your LLC Mortgage Portal Credentials in Realti
The integration with Lender Lawyer Connect (LLC) is not available in Realti Nova Scotia.
Setting Mortgage Portal Credentials in Lawyer Profiles
Before you can begin accepting mortgage instructions through the LLC mortgage portal, you must first specify portal credentials in the Lawyer Profile for each lawyer. There should be one Lawyer Profile per lawyer at your firm, ensure to edit the existing Lawyer Profile (rather than creating a new one).
To set the credentials, log in to Realti first. After the main screen loads, select the Settings wheel. Next, in the Firm Management section, click Lawyer Setup.
Note: Alternatively, you can set your lawyer credentials by logging in and selecting Lawyer & Notary Management.On the Lawyer & Notary Management screen, edit the Lawyer Profile by clicking on the pencil next to the lawyer's name. This will load the Lawyer Profile with the FCT Credentials section.
In the Username and Password fields, add your credentials (assuming your the lawyer) exactly as you would on the Lender Lawyer Connect website. After entering the credentials, click Validate.
After validating, you can optionally use the Go to FCT Profile button to view your contact and firm information and change your password.
Note: If you have difficulties validating your credentials, please contact the LLC support team by phone at 1-877-929-0990 or by email at LLCsupport@fct.ca. The LDD Support team can not reset your LLC credentials.You can now begin importing mortgage instructions into your file either from the LDD Inbox or directly from your Realti file.
OPTIONAL: Setting Your FCT Title Insurance/LLC Mortgage Portal Credentials in User Settings
You can also set your portal credentials through User Settings.
To do so, navigate to Realti. Select the Profile icon in the top right corner of the screen. Select User Settings. Find the FCT Title Insurance/LLC Mortgage Portal section. If you're a lawyer select the checkbox indicating “I am a lawyer, use my credentials”.
If you're not the lawyer, enter your LLC credentials. If this is left blank, you'll not be able to complete the Final Report to the Lender.
Note: In User Settings, you may receive an error indicating that the Lawyer Profile is not set. Please enter and validate your credentials in the Lawyer Profile, using the process outlined above, before proceeding to User Settings.Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
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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