Other Features
Adding a Lender
We try to keep our lender database updated with most of the major lenders in your Province. However, you may need to add a lender that does not appear on our standard list. To add a lender, navigate to the Mortgages screen. Click the selection ...
Accessing the Email Feature in Realti
Need to email a client or the other side lawyer? You don’t have to leave Realti to do so. You can use the Email feature within a file to send off quick emails to any party listed within the file. Before you can accomplish this, you will need to do a ...
Using the Real Estate Agent Search
To save time inputting real estate agent information manually, you can quickly perform an agent search within a Realti file. To perform a search, first navigate to the Basic screen within your file. Click the Contract Details tab and navigate to the ...
Accessibility Features (Realti)
Technology is for everyone. That’s why modern systems come with an array of support features to deliver a better user experience for those with disabilities. If you or someone at your firm lives with challenges that impact their ability to navigate ...
Accessing the Label, Envelope & Fax Feature
The Label, Envelope & Fax feature acts like a contact manager that will collect all your contact information on a file in one place to create labels, envelopes and fax cover sheets for any of the contacts on the file. Any changes to contact ...