Title Importing in Realti Alberta
One of the first steps in the Basic section is importing the Title Search that you have obtained from Spin2. The title can be imported into the file by clicking on the Import button in the Title Search Import bar, or from the Property section located under Legal Description(s). Alternatively, this can be also completed by clicking on Title Search under the Due Diligence section.
Note: A link to Spin2 can also be found under the Due Diligence heading in the left hand navigation panel.There are two ways to import the Title Search into your file:
- Browse
- Manual
Instructions are provided onscreen for each method. If your preference is to save a PDF of the Title Search outside of Realti, then choose the Browse option.
If you want to import the Title Search manually, follow these steps:
- Open the pdf of your Title Search.
- Highlight the entire document (using Ctrl + A).
- Copy the highlighted information (using Ctrl + C).
- Choose Manual import option in the Title Search Import screen.
- Paste the information into the blank text box (using Ctrl + V).
- Click Update. A message will appear when the title search has been successfully imported.
- Click Close to close the screen.
After the title has been imported, several of the fields within the file will be completed from the title search such as the Transferors, Legal Description, and Registration Details.
Note: Title information can also be added manually by typing the information into the legal description fields on the Property screen.Note: Realti handles multiple properties, and multiple titles can be imported into a single file. Check out this article on Multi-Title transactions. If you require assistance with working with multiple properties, please contact Support.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
Related Articles
Property & Contract subsections (AB)
Property subsection The Property subsection is where you enter the subject property address, type, and legal description. If the title search was imported into the file, many of these fields will have been auto-completed by the title search data. By ...Property, Legal Description & Contract Details (MB)
To access the Property and Legal Description and Contract Details tabs, navigate to the Basic screen within a file. Property and Legal Description The top section of Property is where information pertaining to the property’s Civic Address is entered. ...Property and Legal Description & Contract Details (BC)
To edit the Property Description, Legal Description, or Contract Details, navigate to the Basic Information screen. Property and Legal Description The Property and Legal Description screen contains all of the basic property information. If you have ...Property and Legal Description & Contract Details (NS)
Property and Legal Description tab This tab is where you enter the subject property address, type, and legal description. By clicking the edit button beside the City/Town field, a popup will open for information to be entered regarding the costs of ...Property and Legal Description & Contract Details Tabs (SK)
To access the Property and Legal Description or Contract Details tabs, navigate to the Basic screen within a file. Property & Legal Description Tab The Property and Legal Description tab is where you enter the subject property address, type and ...