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 RealtiWeb 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 RealtiWeb 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. Lender selection The first field that should be completed when adding a mortgage is the Lender, using the ellipsis button. ...
Title Importing in RealtiWeb Alberta
One of the first steps in the Basic Information screen is importing the Title Search that you have obtained from Spin2. The title can be imported into the file by clicking on the blue Click to Import Title Search link. Note: A link to Spin2 can be ...
Property and Legal Description & Contract Details Tabs (AB)
To access the Property and Legal Description or Contract Details tabs, navigate to the Basic screen within a file. Property and Legal Description Tab The Property and Legal Description tab is where you enter the subject property address, type, and ...
Navigating the Basic Screen & Basic Information Tab (AB)
The Basic screen appears after creating a file or opening a file from the file list. Under the Basic screen there are 3 tabs: Basic Information Property and Legal Description Contract Details As information is entered into RealtiWeb, the system will ...
Lender Schedules & Importing Mortgage Instructions From a Third Party Source (AB)
This article details additional features available in RealtiWeb Alberta. To access them, navigate to the Mortgage screen. Versions of Schedules RealtiWeb has bank-issued schedules that can be completed within the system. On the Mortgage button, ...
Accessing the Statement of Adjustments (AB)
To access the Statement of Adjustments, navigate to the Financial Screen and select the appropriate tab. Financial adjustments can be added on the Statement of Adjustments screen. The Price and Deposit(s) populate this screen from the information ...
Accessing the Account to Client & Trust Statement (AB)
To access the Account to Client and Trust Statement screens, navigate to the Financial Screen. Account to Client screen The Account to Client screen will calculate the total amount owing from the client and paid from trust. The Fees and Disbursements ...
Accessing the Closing Funds Summary (AB)
To access the Closing Funds Summary, navigate to the Financial screen and select the appropriate tab. The Balance Due on Closing is carried over from the Statement of Adjustments (Stmt of Adjustments). If there is a mortgage, then the mortgage ...
Navigating the Financial Screen (AB)
The Financial screen controls all the financial calculations for the file. On this screen you are able to add, edit, and review all the financial information related to the file. The financial information is organized in four sub-tabs: Stmt 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 possibility of 8 items: Letter Inquiry Description ...
Navigating the Issues Screen (AB)
The tabs under the Issues button 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)
On the Basic screen, navigate to the Transferor Legal Representation section (or Transferee Legal Representation in a Sale File) on the Basic Information tab. Clicking the ellipsis button next to the Lawyer field, will open the firm’s list of lawyers ...
Multi-Title Transactions (AB)
The Legal Description function under on the Basic screen can handle multi title transactions. For every Title added, you have more options available in the Legal Description. In the dropdown Title is being, select Purchased, Mortgaged, or Both, to ...