Working in Your File
Handling Mortgages that are not Standard or Institutional (AB)
In certain situations, you may encounter a new mortgage that is not a standard mortgage held by an institutional lender. Sometimes, the lender will provide a construction draw mortgage, or your client is assuming the existing mortgage. If you are ...
Managing Property Tax Payouts in Realti Alberta (AB)
Alberta Property Taxes are typically due on or around June 30. Please follow the steps below to include the adjustment item in your Realti file, add the property tax payout from trust and generate your payout letter. Adding the Property Tax ...
Navigating the Mortgage Screen (AB)
The Mortgage screen is used to add New mortgages to the file. Existing mortgages on title are handled via the Issues screen. In this article, we will discuss how to use the Mortgage screen. This will be from the perspective of adding a New Standard ...
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 ...
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 ...
Navigating the Details Screen & Contract Section (AB)
The Details screen appears after creating a file or opening a file from the file list. Under the Details screen there are 3 subsections: Basic Contract Property As information is entered into Realti, the system will be able to generate documents with ...
Lender Schedules & Importing Mortgage Instructions (AB)
This article details additional features available in Realti Alberta. To access them, navigate to the Mortgage screen. Versions of Schedules Realti has bank-issued schedules that can be completed within the system. On the Mortgage screen, click on ...
Accessing the Statement of Adjustments (AB)
To access the Statement of Adjustments, navigate to the Financial section and select the Statement of Adjustments. Financial adjustments can be added on the Statement of Adjustments screen. The Price and Deposit(s) populate this screen from the ...
Accessing the Account to Client & Trust Statement (AB)
To access the Account to Client and Trust Statement screens, navigate to the Financial heading. Account to Client The Account to Client will calculate the total amount owing from the client and paid from trust. Fees and Disbursements can be set up in ...
Accessing the Closing Funds Summary (AB)
To access the Closing Funds Summary, navigate to the Financial heading and select the appropriate item. The Balance Due on Closing is carried over from the Statement of Adjustments. If there is a mortgage, then the mortgage amount will populate from ...
Navigating the Financial Screen (AB)
The Financial section has all the financial calculations for the file. On this section you are able to add, edit, and review all the financial information related to the file. The financial information is organized in four screens: Statement of ...
Using the Action Item List (AB)
To access the Action Item List, navigate to the Issues Screen and create an Issue. The Action Item List is dynamic based on the specific actions to be carried out for the specific issue. There are a number of possible of action items: Letter Inquiry ...
Navigating the Issues Screen (AB)
The tabs under the Issues section configure based on the file type. The tabs for each transaction (or file type) are listed below: Purchase files: Master Issues List, Inquiry Status, Description, Checklist, and Report. Sale files: Master Issues List, ...
Adding Other Side Lawyer Information to Your File (AB)
Adding the other side's lawyer information to your file takes just a few clicks. Whether you are searching your own database, the Law Society of Alberta, or adding a manual entry, here is how to get it done. Accessing the Lawyer List From the Details ...
Multi-Title Transactions (AB)
The Legal Description(s) function under on the Property section can handle multi title transactions. For every Title added, you have more options available in the Legal Description(s). In the dropdown Title is being, select Purchased, Mortgaged, or ...