Working in Your File
Creating a Response to an Undertaking Letter (BC)
To access the Undertaking letter, navigate to the Manager screen; next, select the Response to Undertaking Letter tab in a Sale file. The letter has the following components, described in more detail below: Enclosures Missing Enclosures (if ...
Trust & Account to Client Tabs (BC)
To view the Trust and Account to Client tabs, navigate to the Financial Screen in a file. Trust (In/Out) The status of your trust funds is always available in the Trust (In/Out) tab for all file types. This tab updates as information is entered into ...
Property Transfer Tax Information & Exemptions (BC)
To view the PTT tab, navigate to the Financial Screen in a file. PTT This tab allows you to complete the Property Tax Form including any refund or rebate your clients are entitled to. You can complete your PTT Form by checking off the applicable ...
Statement of Adjustments - Vendor/Purchaser (BC)
To view the Vendor Adjustments and Purchaser Adjustments tab, navigate to the Financial Screen in a purchase file. Enter a Closing Date, if you have not done so already in your file. Adding an Adjustment Financial adjustments can be added in one of ...
Adding & Updating Records in Lender Database (BC)
Adding a New Lender Navigate to the Mortgage screen and add a new mortgage. Add a lender by clicking the selection button to open the Mortgage Lender database. This will open the list of available lenders. Click on the expand icon to see the list of ...
Adding Registered & Unregistered Charges/Interests (BC)
To add registered or unregistered charges, navigate to the Issues screen. Registered Interests - Manual Entry This section allows for the manual entry of issues/charges registered against a title. Use this when a title search was not imported into ...
Property and Legal Description & Contract Details (BC)
To edit the Property Description, Legal Description, or Contract Details, navigate to the Basic Information screen. Property and Legal Description The Property and Legal Description screen contains all of the basic property information. If you have ...
Adding Purchaser & Seller Information (BC)
To add a purchaser or seller, navigate to the Basic screen. Adding Purchaser/Transferee To add a new Purchaser/Transferee, click the Edit button beside the Purchaser(s) field. The Main Contact checkbox will show the client’s name on the Basic ...
Navigating the Financial Screen (BC)
This screen is the hub of all the financial information for your file. Here, you can add, edit, and view all financial information pertaining to your transaction. In a Purchase file, the Financial button consists of the following five tabs: Vendor ...
Adding a Mortgage (BC)
To add a mortgage, open a file and navigate to the Mortgages screen. The Mortgages screen is used to add new mortgages to the file. Assumed and discharged mortgages are handled on the Issues screen. As you complete the fields to add a new mortgage, ...
Navigating the Issues Screen (BC)
The Issues screen is the management hub of your transaction. It consists of five tabs: Issues List, Undertaking Letter, Checklist, Inquiry Status, and Report. Issues List The Issues List tab allows you to manually add/manage existing issues and ...
Navigating the Basic Information Screen (BC)
This screen contains general information about the file, such as file number, closing date, purchase price, parties information, parties' representatives, and insurance information. Data completed in date and financial-related fields will be used to ...
Creating an Undertaking Letter (BC)
To access the Undertaking letter, navigate to the Manager screen; next, select the Undertaking Letter tab in a Purchase file. The undertaking letter has the following components, described in more detail below: Enclosures Buyer’s Lawyer Undertakings ...