NEW FORMS/DOCUMENTS

The Bank of Nova Scotia – New Collateral Mortgage Form
Resmor Trust Company – Charge
ATB – Solicitor's Opinion & Waiver of Time Disclosure Statement
Royal Bank of Canada – Collateral Mortgage Forms
TD Canada Trust – Additional Information Form
Bank of Montreal – Identification Verification Form
TD Canada Trust – Mortgage Forms
TD Canada Trust Final Reports on Title for Conventional Mortgage and Collateral Mortgage
Maple Trust Company – Charge/Mortgage of Land
GST/HST New Housing Rebate Application is now also added to a sale file
Citizen's Bank – Interim and Final Reports

FORM/DOCUMENT UPDATES

CIBC Schedules updated – 6498-06/02
Scotia Mortgage Corporation – Mortgage Enhanced
The Bank of Montreal Mortgage now has the capacity to type in the "Special Terms" and it also brings in the Legal Description as a Schedule.
Edmonton Encroachment Agreement Application
Edmonton Compliance Certificate Application Form
MCAP Service Corporation – Solicitor's Opinion
Scotia Mortgage Form now brings in up to five signature lines
The Bank of Nova Scotia Schedules updated
CIBC – Charge
CIBC – Identification Verification Form updated

OTHER ENHANCEMENTS

Combined Documents can now be added to a package
New dropdown option added to the Sale/Mortgage Trust Statement payout fields for Credit cards, Taxes, and Bridge Loans.
Release of Dower added to the drop down option of the Dower Affidavit in the Transferor/Transferee Edit Screen
Indicator added on the Closing Funds Summary Screen to Itemize the Estimated Fees, Disbursements and GST
Generic Identification Verification Form added to use it for the Lenders who do not have their own
The Affidavits have been enhanced to bring the signature lines for the Commissioner
One party legal document enhanced
Check box for Itemizing Mortgage Advance Items added to the Closing Funds Summary
Surveyors mailing address is now available to create labels
A check box for the Non-Resident Vendor has been added
A field named 'Standard Form Mortgage' has been added to the field list in the masters
Fields to add Realtor's info has been added in the Contract details tab in a Purchase file
The Issues in the Import Wizard now carry forward the Instrument Numbers
Using the Edit List button at the bottom of the Main screen, you can change the fields included in your file list

The field list, when editing document masters, can be expanded to show all fields and printed using the Expand button

Document packages can all be expanded at once to show all documents in all packages, using the Expand button

The Save As button lets you modify a merged document in any way you wish and then save it as a copy. This allows you to keep multiple letters to a particular contact with different content, in addition to the original version, or as many copies of it as you wish.

The Label/Envelope/Fax Cover Wizard has an additional feature – Blank Letters. You now have the ability to generate blank letters using any of the contacts in the wizard, including all contacts on the file, your own contacts or any of the municipal departments. Go into the Label/Envelope/Fax Cover Wizard, select the contacts you wish to generate blank letters for, and click on Blank Letters.

A report Template has been added for "All files by closing date- This month"
Email Links for contacts added so that if you enter an email address for e.g. the other side lawyer or the client etc. you can simply click to email that person.

User Defined Fields now added to Report Field List so that you can report on any field that you add to the system
In User Defined Fields, you can create formulas by selecting the money (formula) type and then creating a formula. See the Feature Sheet on User Defined Fields for information on creating User Defined Fields.

Adjust/Payout issues will not show up on documents if '0'.
When the delivery notation is used in letters it now shows the Fax number if Delivered by fax is chosen.
You can go to the Web sites of financial institutions to download additional mortgagee forms that you may require, directly from the Mortgages screen for the selected lender. For those financial institutions that have Web sites, just click the link underneath the lender on the mortgage screen.
Use the Tools, Session Status selection to determine the status of your current RealtiPLUSWeb session and reactiva

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