Working in a Sale File (SK)

Working in a Sale File (SK)

Creating a Sale File

To create a new sale file, select Create a New File from the main screen, and then Sale from the dropdown. Next, enter File number and select the Responsible Lawyer from dropdown. Below is information on the available options while creating the file:
  1. Vacant Land: if the land in question is bare land or farmland, select Yes.
  2. Is this a New Home Purchased from a builder: select Yes if this is relevant to your sale.
  3. Purchaser to reside on property: if you are acting on behalf of the purchaser and the mailing address is the same as the property being purchased, select Yes. 
  4. Property Address: enter the address of property being purchased. For farmland, please ignore.
  5. Dropdowns: enter Possession Date, Contract Date, Contract Price, and Deposit, indicating who is holding the same.
  6. Real Estate Broker information: enter relevant information and select Continue

Other Side's Lawyer

This function allows you to select the Other Side’s lawyer using the selector icon. 

You can use Search My List, which is composed of the selection of your previously searched and amended lawyers, to look for an individual. Alternatively, you may use the Law Society of Saskatchewan to find a lawyer, amend and add the appropriate information, and then save to your firm database. Additional information, such as Lawyer Trust Account Info, Contact person, etc., can be included as well.

Once you are finished, click outside the text box, then click on Update List, and hit OK.

Estates: Title in the Names of Personal Representatives

In such a situation, the vendor is the estate and the transferors are the personal representatives for the estate. Therefore, the entered information needs to reflect this.


When importing titles from ISC, each personal representative will be imported as a separate transferor. Only check the registered owner, and complete the homestead information as it pertains to the deceased individual.


Select Add New, and enter the deceased person's information under the personal representative name(s); in the top section, only check Vendor and Estate.

Estates - Transmission - Title in Name of Deceased

First, identify the Estate by checking the relevant checkbox. The Registered Owner and Vendor Name should be ‘(The Estate of ‘name of deceased’)’. Select the correct Homestead Act Statement from drop-down.


Now it's time to assign the personal representative. Using the selector icon next to Signing Authority Type, select Personal Representative from dropdown and enter the name(s) of the Personal Representative(s).


Custom Document Control Items

Custom control abilities for document creation, specifically for transfer documents, can be found when you open the Document Control Items under the Docs button. When creating transfer docs, RealtiWeb may issue a warning message — open the icon for Document Control Items so that you can create the document.
Note: The option of selecting which vendor you wish to create docs for is only available in a Sale File.
You cannot specify which Personal Representative to create docs for; therefore, if you are creating docs for individual Personal Representatives, enter the name in the Vendor Edit screen, create docs, delete name, enter next name, and repeat. Once complete, add all names back in. Use the Transfer documents for Transmission from the package. 

On the Sale File screen, you can control information within a document pertaining to juratsignature style, dates, city, and province where documents are being signed, and document date. Transfer Documents are programmed with these fields, giving the user greater flexibility to customize documents, specifically when preparing documents to be signed elsewhere or creating docs for tenants in common to sign.
  1. Custom Transferor Grouping: This is specific to Sale Files, and it allows the user to select the vendor for whom you wish to print documents. You can select one or multiple vendors, create the document (only "Save As" is available for this file type), and then restore and use the same document to prepare/create documents for the next vendor(s).

  2. Other: If signing with anyone else other than one of the firm’s lawyers, from the Witness box and select Other (default is Lawyer). The Affidavit of Execution will now populate in Transfer Docs. In the Commissioner Signature (if not default), select a new Commissioner Signature using the selector icon.

  3. New Commissioner Signature styles: These can be created and saved to favourites, or alternatively, removed from favourites.

If the Consent of a Non-Owning Spouse is required for a transferor, the spouse's name can be added to the Spouse in the Vendor edit section. Insert the name in the section below Homestead Act in the edit section of the vendor. A  Transfer Authorization that includes the Consent of Non-Owning Spouse and Certificate of Acknowledgment can now be created.

Vendor Bank Information

To add a Vendor’s bank information, go to Basic --> Basic Information in the Vendor edit section at the very bottom. You an also select the Lender using the selector icon and then entering Account # and Transit #.


If a Lender needs to be added, use the the field for Lender Branch to identify them. This should include a short address, and you may also indicate whether it is being used for LOC, Mtg payout, New Mortgage, or another indicator for your reference only.

Depending on the desired payout method, enter either the fax number or email. Next, enter the mailing address of the lender. If the "hand-delivered" address is different, enter this version in the Service Address (in Street Address field).
Note: When there is no ‘+’ next to the lender, it means that no lender branches have been added for the bank. You can Add Branch under the appropriate Lender. Make sure you Update and Save your changes.
Once a lender/bank is selected for a file from the database, it becomes disconnected from the main database. If the main database is altered in any way, you will need to re-select the lender from the database for your file to have the bank's most recent information applied to it.

Bridge Loan Payout

To create a Bridge Loan Payout, navigate to the Financial button in the Vendor’s Adjustments section.


Click the selector icon and select Bridge Loan, then click edit and enter the required information. The Letter can be created within this screen or from the Docs burron in your package. Next, select a Lender using the selector icon, and enter the address for the delivery of funds. If you prefer, you can Use Interest, or you can just add the exact amount to be paid, including interest.

Finally, enter the Loan number and Payout Date. Hit Close when finished.

Late Interest on a Sale File

Late Closing Interest is included and/or calculated under the Financial button, Vendor’s Adjustments.


Select the next available box under the Received section. Then, click on the selector icon and select either an exact amount of Late Interest Received or use the Late Interest Calculation, which calculates interest.

You can use the edit function to complete the outstanding information, i.e., Balance Due on (date the funds are actually received), Interest Rate, Amount Paid on Possession (funds previously advanced; if there are none, enter $0). 

Late Closing interest is calculated automatically and will be included in Vendor’s Final Adjustments.


Trust Letter

A summary of a Trust Letter's content can be found in Issues --> Trust Letter. Here, you can review the information that automatically populates in the Trust Letter and amend as required.


In the Other Items not from Issues List section, you can add items. The text from the Text box will populate in the Trust Letter under the relevant section that you have selected from Type.

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      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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