Client Portal
Initiating the Remote Signing Portal
Follow these instructions to initiate the Remote Signing Portal: First, you will need to create a file in RealtiWeb or WillPowerWeb. Once you have opened the file, navigate to the Basic screen and click on Initiate remote signing for this file. The ...
Recording Your Video Conference
Note: It is recommended that you follow the most up-to-date guidance of your provincial regulatory bodies regarding the need to record, and the need to obtain written consent to record the video conference. First-Time Setup on a Windows 10 Computer ...
Changing your Location on Documents for Signing
If your meeting location is different than your office location, you may need to change the city name. To change your location, navigate to the Documents screen. Next, expand the Document Control Items. Change any relevant information, then generate ...
Video Checklist Document
In the Closing Letters and Documents category, there is a document called the Video Conference Checklist. Merge this document prior to your Remote Signing Meeting to include file information and the list of documents you have uploaded to the portal.
Remote Signing Portal FAQ
How do we get started? Check out these articles to set up a file to test out the opening process, document uploading, client invitation, and video conferencing features. Invite coworkers to the remote signing portal so they can experience it as your ...
Using the LDD Meet™ Video Conference Application
LDD Meet runs directly within the supported browsers mentioned above. To start the meeting, all parties will click on the Join with LDD Meet™ button. Follow the steps outlined in the Remote Signing Protocol and Video Conference Checklist during the ...
Downloading Documents from the Remote Signing Portal
After a successful login, the client can now access the documents for downloading and printing. You can continue to post documents if necessary, as the portal remains active until you deactivate it within RealtiWeb. The previously agreed meeting ...
Inviting your Client to the Portal
Once you have uploaded the necessary documents to the Remote Signing Portal, you can invite your client by clicking on the Email Invitation button. The Lawyer and Support Staff listed on the file will automatically be CC’d on this email. The email ...
Remote Signing Management Window in RealtiWeb
After initiating the Remote Signing Portal, the Remote Signing Management window will open as a pop-up. In this pop-up, you’ll find everything you need to setup your client portal for the remote signing session. We’ve also included links to the ...
Adding Purchasers, Vendors, or Mortgagors to a File
Add contact info for your client(s): the required fields are Name as Per Agreement, Contact Method (select from dropdown), and email and/or phone number. To add another entity, select the red Add New link found on the left of the pop-up. Initiate the ...
How to Keep Your Portal Secure
Portal Passwords and Access PINs can be set from the Remote Signing Management Window. Portal Passwords for Clients When setting up a portal file, you can create a unique password for each client that they can use to log in to the Remote Signing ...
Remote Signing - Memo to Client
The following content is also available as a document in your LDD application and will vary by province. It can be downloaded and sent to your clients to prepare them for a remote signing meeting. Memo to Client This guide covers some of the key ...