Lender Lists Sorted by Branch! Enhanced File Copy feature! See what else is new in RealtiPLUSWeb!
Click here for Complete Release Notes
Lender Lists
The lender list has been improved so that non-TP confirmed lenders sort alphabetically. AND . . . a new list has been added that shows all lenders for which you have set up branches, for easy viewing of lenders you have dealt with. See the Complete Release Notes for further details.
Fax numbers
Fax numbers print on all documents where you have selected the "Delivered Via Fax" delivery notation. Now you will see "Delivered Via Fax to nnn-nnn-nnnn".
Registered Mortgage Under Different Lender
Now you can enter alternate names and addresses for a mortgagee so that if a bank is registered in a different name, you can have the POLARIS forms and export to Teraview use one name, and letters use the original name. This additional information can be entered on the lender screen.
File Copy
The file copy feature lets you copy from any type of transaction to any other type of transaction, eg, from Purchase to Sale, from Sale to Mortgage, from Mortgage to Polaris Only, etc. You can select which information you wish to copy and whether you want to copy it to another party – ie, purchaser to vendor, vendor to purchaser etc. Select File, Copy – then specify the file copy details. See the Complete Release Notes for further details.
Mortgage Schedules – Current version date and form number display on list
To help you ensure that you are using the latest forms of Schedules, when you drop down the list of mortgage schedule, you will see to the right of each mortgage schedule name, a notation of either Ver: and a version date/code or Mod: and a date. The Ver:(Version) specifies the version of the form that is included on the web, either with a version code and/or a version date, found on the form itself. If there is no version code or form number on the form itself, you will find the word Mod: and to the right, the date is the date that LDD prepared or last modified the form.
Province Selection
You may have noticed that now when you log in to RealtiPLUSWeb, you have a province selection. LawyerDoneDeal has recently introduced it’s Alberta version of RealtiPLUSWeb, called RealtiOnlineWeb. If you have any transactions in Alberta, you can use this version to do those transactions. LawyerDoneDeal will be introducing real estate products in other provinces as well.
To always select the Ontario version, you do not have to specify a Province at the bottom each time - just leave the default selected as My Province Version.
Create your own Closing Paragraph in Letters
If you wish to make changes to your closing paragraph in your letters including bolding, reducing the spacing between the signature line and initials etc., the Custom option now gives you further flexibility in making these changes.
When you modify the document, under the Signature area, select Custom, then type in how you wish the firm name, lawyer name details to appear including bolding etc. If you wish, you can add the initials here as well, and then select "Do Not Include" in the Initials section.
Other Changes
Fire insurance fields now show on Sale transactions with a VTB mortgage.
Fax sheet now has custom option for addressee
Request by Non-Residents for a Certificate – modified for multiple vendors
Royal Bank Report Update updated version: Form 3326(2004/09)- Request for Mortgage Funds, Interim, and Final report on Title and Security
Royal Bank Schedule for Guarantee updated
Tarion limit in Report to Vendor – wording updated