Recent Articles
Deposit & Release Management (RealtiBuilderSales® Condo Ontario)
You can manage all deposits and releases for your projects in RealtiBuilderSales. Enter all deposits with payment method and other details into your unit files in each project. Enable and run Auto Clear, a feature that automatically updates the ...
Reports for Deposit and Release Management
The following customizable reports for managing deposits and releases are able to be run from the Reports screen under the Project menu. Project Deposit Report Project Release Report Project Release Report (Adjustments Only) Schedule for ECDI Report ...
Holdbacks (RealtiBuilderSales® Condo)
Holdback amounts can be set at the file level and/or the project level. The Project Release screen displays all holdback information and calculations in one location so it is easy to see how specified holdback amounts are impacting funds available ...
Releasing Funds
Available funds can be released from the whole project or individual units, and for one source or multiple sources (such as Tarion, ECDI, upgrades, and/or interest). Releasing Funds from a Project Before starting a release for a project, ensure the ...
Trust Account Interest
To record and track monthly interest accumulating on the deposits your firm is holding in trust, go to Project > Trust Account Interest. Enter the Date and Amount for each row of Project Interest added, then save. The Total Interest amount calculated ...