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Legal Professionals Product Updates
2010/02/12
NEW! Let RealtiWeb find your Postal Code!
Missing Postal Codes are now just a click away...
Tired of looking up Postal Codes? Now, RealtiWeb will find it for you. To use this new feature, on the Property and Legal Description tab of the Basic button, type the address (this feature only works on the property address field), and then click the Find button located at the end of the Postal Code field. In the pop-up window, confirm the address, and then click the Get button.
Note: The pop-up window supplies information from the Canada Post Postal Code Finder. You may be given more than one option, so to select the correct Postal Code, click it.
2010/02/08
NEW! CorporateTracker Update
The following updated forms are now available:
CANADA
Annual Return - Form 22
Articles of Revival - Form 15
NUNAVUT
Statement of Registration - Form 18
Notice or Change of Registered Office - Form 21
Notice of Change of Directors - Form 23
Annual Return Extra-Provincial Corporation - Form 27
2009/12/01
Announcing the 2010 OREA Forms!
The 2010 OREA forms are now available online in the LDD WebDocumentServices and RealtiWeb - Ontario systems. The schedules are also available, so you can add them to the OREA forms. In addition, use the new 2010 OREA Residential & Commercial Clauses in the schedules you create.
Note: Look for the following new 2010 OREA Forms:
OREA Form 405: Amendment to Agreement to Lease (Residential)
OREA Form 513: Amendment to Agreement to Lease (Commercial)
OREA Form 515: Agreement to Sub-Lease (Commercial)
OREA Form 517: Amendment to Agreement to Sub-Lease (Commercial)
2009/12/01
NEW! CorporateTracker Update
The following updated forms are now available:
NORTHWEST TERRITORIES
Annual Return - Extra Territorial Corporation (Form 27)
Notice of Change of Directors - Extra Territorial Corporation (Form 23)
Notice of Change of Address of Directors - Extra Territorial Corporation (Form 24)
Statements of Registration - Extra Territorial Corporation (Form 18)
Application to Cancel/Change Assumed Name - Extra Territorial Corporation (Form 19)
Notice or Change of Registered Office - Extra Territorial Corporation (Form 21)
Notice or Change of Head Office - Extra Territorial Corporation (Form 22)
Statement of Amalgamation - Extra Territorial Corporation (Form 26)
2009/10/15
RealtiBuilderSales – Condo
NEW FEATURES
You can now use the right-click menu for all documents in the Docs function to convert documents to PDF and Open Office.
Note: These options are also available from within document packages.
In the document master, click to view document conditions and loops in all master documents.
In document packages, you can display the loops and conditions of documents using the right-click menu in packages, as shown in the following graphic:
An option has been added to the right-click menu in all merged documents called "Hide Background Shading". This will allow you to copy text from a merged document into a Word or WordPerfect document without the LDD clause colour shading.
OTHER ENHANCEMENTS
Now able to calculate taxes from the final closing date to the end of the year as opposed to the interim closing date. A "from final" checkbox indicator has been added to the Taxes/Misc tab under the Basic button on the project level.
Signing lines have now been added to documents for corporations without a signing officer.
New Tarion fees have been programmed to reflect the increase effective May 1, 2009. If the Tarion registration date on the file is May 1, 2009 or later, the new fees come into effect.
If the Tarion registration date is blank, the old fees will apply.
If you enter the Tarion Registration Date at the Project Level, it will carry through to the Tarion Enrolment Date within each suite/lot, but only if the Enrolment Date is blank
2009/10/15
RealtiBuilderSales – Subdivision
NEW FEATURES
You can now use the right-click menu for all documents in the Docs function to convert documents to PDF and Open Office.
Note: These options are also available from within document packages.
In the document master, click to view document conditions and loops in all master documents.
In document packages, you can display the loops and conditions of documents using the right-click menu in packages, as shown in the following graphic:
An option has been added to the right-click menu in all merged documents called "Hide Background Shading". This will allow you to copy text from a merged document into a Word or WordPerfect document without the LDD clause colour shading.
OTHER ENHANCEMENTS
New Tarion fees have been programmed to reflect the increase effective May 1, 2009. If the Tarion registration date on the file is May 1, 2009 or later, the new fees come into effect.
If the Tarion registration date is blank, the old fees will apply.
If you enter the Tarion Registration Date at the Project Level, it will carry through to the Tarion Enrolment Date within each suite/lot, but only if the Enrolment Date is blank.
2009/10/15
Corporate Tracker
NEW FORMS
Client Identification and verification forms have been added to the related parties screen for all parties.
2009/10/15
RealtiWeb – Nova Scotia
FORM/DOCUMENT UPDATES
Bank of Montreal – Final Lawyer/Notary report (version date – February 2009)
Bank of Montreal – Updated Schedules B, C, E, F, H, and I
TD Bank – Final Report
Bank of Montreal – Mortgage Bank Form and schedule (February 2009 version)
MCAP Service Corporation – Identification Verification Form
MCAPService Corporation – Schedule H
NEW FEATURES
You can now use the right-click menu for all documents in the Docs function to convert documents to PDF and Open Office.
Note: These options are also available from within document packages.
In the document master, click to view document conditions and loops in all master documents.
In document packages, you can display the loops and conditions of documents using the right-click menu in packages, as shown in the following graphic:
An option has been added to the right-click menu in all merged documents called "Hide Background Shading". This will allow you to copy text from a merged document into a Word or WordPerfect document without the LDD clause colour shading.
2009/10/15
RealtiWeb – Alberta
FORM/DOCUMENT UPDATES
Bank of Montreal – Final Lawyer/Notary report (version date – February 2009)
Bank of Montreal - Standard Charge terms to 081462047.
Bank of Montreal – Mortgage form (version date - February 2009)
TD Bank – Final Report
Scotia Mortgage Corporation – Fonts and format on mortgage forms for all types of mortgage
Home Trust Company – Solicitor Identification Verification Forms
MCAP Service Corporation – Identification Verification Form
Caveat – Assignment of Rents Affidavit (now includes the land titles heading)
NEW FEATURES
You can now use the right-click menu for all documents in the Docs function to convert documents to PDF and Open Office.
Note: These options are also available from within document packages.
In the document master, click to view document conditions and loops in all master documents.
In document packages, you can display the loops and conditions of documents using the right-click menu in packages, as shown in the following graphic:
An option has been added to the right-click menu in all merged documents called "Hide Background Shading". This will allow you to copy text from a merged document into a Word or WordPerfect document without the LDD clause colour shading.
OTHER ENHANCEMENTS
A "Create WillPowerWeb File" option has been added to the Basic button dropdown menu allowing users to export their client file data into WillPowerWeb.
2009/10/15
RealtiWeb – Ontario
NEW FORMS/DOCUMENTS
Home Trust Company – Solicitor Identification Verification Forms
City of Toronto – Utility Bill Designate Mailing Request added under post-closing letters and documents. This form enables homeowners to forward tax or water bills to another individual (family members, tenants, etc.)
Dundee Bank of Canada – Lawyer’s Final Report, Lawyer’s Interim Report, and Schedule of Additional Provisions
CIBC, Trading as FirstLine Mortgages – New Pre-Authorized Debit Agreement Form
First National Financial Corporation – Schedule QQ, and Pre-Authorized Payment Request Form
MCAP Service Corporation – Schedule H
Added forms 19A Electronic Trust Transfer requisition and form 19B Authorization of Withdrawal by Teranet (these forms have replaced 9A & 9B)
Bank of Montreal – Request for Mortgage Funds Form
FORM/DOCUMENT UPDATES
TD Bank – Interim Report (523064(0605)) and Final Report (523062(0209)
First National Financial Corporation – Schedule S
MCAP Service Corporation – Solicitor’s Requisition for Mortgage Advance form, Schedule H and Interim Report
MCAP Service Corporation – Identification Verification Form
Royal Bank of Canada – Request for Funds and Request for Homeline Plan Funds
City of London Tax Certificate - Form no. 0384 (rev.2009.03)
City of Ottawa – Tax Certificate Request Form
City of Windsor – Property Information Form (the fee for the Fire Department realtor Letter search is now $52.50).
NEW FEATURES
You can now use the right-click menu for all documents in the Docs function to convert documents to PDF and Open Office.
Note: These options are also available from within document packages.
In the document master, click to view document conditions and loops in all master documents.
In document packages, you can display the loops and conditions of documents using the right-click menu in packages, as shown in the following graphic:
An option has been added to the right-click menu in all merged documents called "Hide Background Shading". This will allow you to copy text from a merged document into a Word or WordPerfect document without the LDD clause colour shading.
OTHER ENHANCEMENTS
A field for "other side lawyer’s file number" has been added to the field list allowing you to add the field to custom re-lines in document.
A "Create WillPowerWeb File" option has been added to the Basic button dropdown menu allowing users to export their client file data into WillPowerWeb.
All amount fields can now be overwritten in the Trust Statement. This allows you to overwrite registration fees to $0.00 if you will not be registering certain documents.
Per diem calculations have been added to Trust payout items.
New Tarion fees have been programmed to reflect the increase effective May 1, 2009. If the Tarion registration date on the file is May 1, 2009 or later, the new fees come into effect.
If the Tarion registration date is blank, the old fees will apply.
2009/10/15
WillPowerWeb
NEW CLAUSES/FORMS/DOCUMENTS
Four new clauses have been added to the Gift/legacies clause book to cover general gifts with no "over to" provisions:
A cover page for Wills has been added to the "Other Documents" package on the documents screen.
NEW FEATURES
You can now use the right-click menu for all documents in the Docs function to convert documents to PDF and Open Office.
Note: These options are also available from within document packages.
In the document master, click to view document conditions and loops in all master documents.
In document packages, you can display the loops and conditions of documents using the right-click menu in packages, as shown in the following graphic:
An option has been added to the right-click menu in all merged documents called "Hide Background Shading". This will allow you to copy text from a merged document into a Word or WordPerfect document without the LDD clause colour shading.
OTHER ENHANCEMENTS
In RealtiWeb, a "Create WillPowerWeb File" option has been added to the Basic button dropdown menu allowing users to export their client file data into WillPowerWeb.
When creating a WillPowerWeb file from RealtiWeb, client’s names now are picked up from the file and put into the first name, middle name, and last name filed on the client info screen for purposes of estate documents.
The gift of corporate shares clause now brings in the name of the company.
A loop option has been added to display the names, addresses and phone numbers of parties in the Will.
Ampersands (&) used in the gift/legacy descriptions are now correctly displayed in clauses.
A link for registered charities has been added to the People screen. If a corporation is selected for an entity this link will appear next to the dropdown.
The Will/POA/Codicil button dropdown menu now contains an option to delete will template. This will delete all custom created templates.
A foreign language option has been added to the signing limitation dropdown allowing you to enter the language of the Testator(ix). All witness paragraphs will reflect the limited knowledge of the Testator(ix)’s English.
2009/06/11
Ontario Standard Closing Documents are now available in RealtiWeb!
A checkbox indicator for use of these documents is now located in the Lawyers or Firm Settings and Basic Information screen.
If you wish to use these documents, all or the majority of the time, you can set a default checkbox which can be found in Tools, Lawyers Settings/Firm Settings,
under the Other section (see graphics below). (This default is easy enough to be overwritten within any file, just uncheck the box from within the Basic Information screen).
If you do not want to change your default settings you can use the checkbox found, in each individual file, within the Basic button on the Basic Information screen.
The Ontario-wide Standard Closing Documents are now part of RealtiWeb - Ontario
The Working Group on Lawyers and Real Estate has provided standard closing documents for real estate transactions in Ontario and encourage their use by all Ontario lawyers.
Hints for using the Ontario Standard Closing Documents in RealtiWeb:
The Ontario Standard Closing Documents are listed individually under Closing Letters and Documents. (Click the + sign to the left of Ontario Standard Closing Documents to display the list)
They are also available as a package in Document Packages
If you have already customized document packages, and you would like to use these documents in a package, you will need to add your own Standard Closing Documents package.
To do so, go to Tools, Documents, and select Purchase from the drop down, and then Package to create your package of Standard Closing Documents. Add each Ontario Closing document to the package you create. Save your package and then do the same for Sale
Lawyer’s Undertaking: For the encumbrances to come into the document, on the Undertaking tab, make sure to select Vendor’s Solicitor’s Undertaking
2009/05/08
NEW! CorporateTracker Update
The following updated forms are now available:
NORTHWEST TERRITORIES
Annual Return - Extra Territorial Corporation (Form 27)
NOVA SCOTIA
Special Resolution - Name Change (Form CU100)
YUKON
Annual Return - Extra Provincial Corporation (Form 1-04)
2009/03/03
2009 OREA Forms in RealtiWeb
The following new 2009 OREA Forms are now available in RealtiWeb:
Form 102: Agreement of Purchase and Sale ? Co-operative Building Resale Agreement
Form 103: Option to Purchase
Form 104: Option Commission Agreement
And OREA Form 121: Updated version of Notice to Remove Condition
2009/02/10
2009/02/10 Recent Bank Form Updates and other Additions to RealtiWeb - Ontario
NEW FORMS AND DOCUMENTS
Bridgewater Bank – Identification Verification Form
Dundee Bank of Canada – Solicitor’s Interim Report and Solicitor’s Final Report
The Toronto-Dominion Bank – Schedules: Insured Variable Rate – Closed, Insured Variable Rate – Open, Conventional Variable Rate – Closed, Conventional Variable Rate – Open
First National Financial Corporation - Updated schedules LL and NN.
Change of Ownership address for the tax department in the City of Toronto has been updated.
HSBC Bank Canada – Updated Solicitor’s / Notary’s Final Report - Legal description in "Mortgage Particulars" section.
The Bank of Nova Scotia and Scotia Mortgage Corporation – Solicitor’s Report on Title
First National Financial Corporation – Schedule OO
Bridgewater Bank – Solicitors Request For Funds
MCAP Service Corporation – Schedules B, C, E, F, H
City of Burlington – Property Information Request Form
Form 9E – section 13 now includes all "Reporting Letter" issues
MCAP Service Corporation – Identification Verification Forms
Bank of Montreal – Appendix D schedule
City of London Tax Certificate Request
OTHER ENHANCEMENTS
A default account disbursement section has been added to the Lawyer Settings option under the Tools menu. This allows you to preset common account disbursements for each file.
The per diems on all applicable adjustments are now overwritable. Totals will calculate based on the amounts entered into the per diem fields.
A turquoise coloured background was added to all merged documents once saved. The words "Saved Copy" is also displayed at the top corner making it easier to identify a saved document.
The Land Transfer Tax is now calculated based on the consideration for e-Reg field on the contract Details screen, if an amount is entered there
The return address on envelopes is now customizable
2009/02/10
2009/02/10 Recent Bank Form Updates and other Additions to RealtiWeb - Alberta
NEW FORMS AND DOCUMENTS
Bridgewater Bank – Mortgage Form, Request for Funds and Final Report
Xceed Mortgage Corporation and Xceed Funding Corporation – CMHC Mortgage Form
Dundee Bank of Canada – Solicitor’s Interim Report and Solicitor’s Final Report
HSBC Bank Canada – Updated Solicitor’s / Notary’s Final Report - Added legal description in "Mortgage Particulars" section.
Client Identification and Verification Documents: Verification of Identity Agreement; Verification of Identity (individual); Verification of Identity (organization); and Attestation for Verification of Identity
The Bank of Nova Scotia and Scotia Mortgage Corporation – Solicitor’s Report on Title
Xceed Mortgage Corporation and Xceed Funding Corporation – Updaded Mortgage to include Dower – Consent of Spouse, Certificate of Acknowledgement by Spouse, Dower Affidavit, Affidavit of Execution. Also, Schedule A has bow been added to the Mortgage.
First National Financial Corporation – Updated schedules U, V, W, X, Y, Z, AA, BB, CC, DD, EE, FF, GG, HH, II, JJ, KK, LL, MM, NN, OO, PP
Alberta Treasury Branch – Multiple Option Mortgage and Short Form Mortgage
Bridgewater Bank – Solicitors Request For Funds
Bank of Montreal – Appendix D Schedule
OTHER ENHANCEMENTS
A default account disbursement section has been added to the Lawyer Settings option under the Tools menu. This allows you to preset common account disbursements for each file.
The per diems on all applicable adjustments are now overwritable. Totals will calculate based on the amounts entered into the per diem fields.
The fax delivery notation is working in documents if the municipality main contact is selected in the city/town database.
2009/02/10
2009/02/10 Recent Bank Form Updates and other Additions to RealtiWeb – Nova Scotia
FORMS AND DOCUMENTS
New! Bridgewater Bank – Mortgage Form, Request for Funds, Final Report, Identification Verification Form
New! Client Identification and Verification Forms: Attestation for Verification of Identity Not Instructing Lawyer Face to Face (in Canada), Attestation for Verification of Identity Not Instructing Lawyer Face to Face (outside Canada), Verification of Identity (individual), Verification of Identity (corporation)
Updated! The Bank of Nova Scotia and Scotia Mortgage Corporation – Solicitor’s Report on Title
OTHER ENHANCEMENTS
The per diems on all applicable adjustments are now overwritable. Totals will calculate based on the amounts entered in the per diem fields.
2009/02/10
2009/02/10 New Client Identification and Verification Forms for RealtiBuilderSales - Condominium
NEW FORMS AND DOCUMENTS
Client Identification and Verification Forms – Attestation for Verification of Identity Not Instructing Lawyer Face to Face (in Canada), Attestation for Verification of Identity Not Instructing Lawyer Face to Face (outside Canada); Verification of Identity (individual), Verification of Identity (corporation)
2009/02/10
New! 2009 OREA Forms now available!
Also, the following forms are now available to LDD WebDocumentServices!
Form 102: Agreement of Purchase and Sale ? Co-operative Building Resale Agreement
Form 103: Option to Purchase
Form 104: Option Commission Agreement
2009/01/23
Estate Administration forms now available in WillPowerWeb!
The following 17 prescribed court forms can now be produced and completed from within the WillPowerWeb program.
74.4 Application for Certificate of Appointment of Estate Trustee with a Will (Individual Applicant)
74.5 Application for Certificate of Appointment of Estate Trustee with a Will (Corporate Applicant)
74. 6 Affidavit of Service of Notice
74. 7 Notice of an Application for a Certificate of Appointment of Estate Trustee with a will
74.8 Affidavit of Execution of Will or Codicil
74.9 Affidavit Attesting to the Handwriting and Signature of a Holograph Will or Codicil
74.10 Affidavit of Condition of Will or Codicil
74.11 Renunciation of Right to a Certificate of Appointment of Estate Trustee (or Succeeding Estate Trustee) with a Will
74.12 Consent to Applicant’s Appointment as Estate Trustee with a Will
74.13 Certificate of Appointment of Estate Trustee with a Will
74.14 Application for Certificate of Appointment of Estate Trustee without a Will (Individual Applicant)
74.15 Application for Certificate of Appointment of Estate Trustee without a Will (Corporate Applicant)
74.16 Affidavit of Service of Notice
74.17 Notice of an Application for a Certificate of Appointment of Estate Trustee without a will
74.18 Renunciation of Prior right to a Certificate of Appointment of Estate Trustee without a Will
74.19 Consent to Applicant’s Appointment as Estate Trustee without a Will
74.20 Certificate of Appointment of Estate Trustee without a Will
They are located on the documents screen under the new Estate Administration Documents heading.
New fields added for use with the forms include the following:
Deceased Date and Place under the Client Information tab
Court Jurisdiction and Court file # under the Miscellanous tab
2008/11/03
Here are the latest updates to RealtiWeb for Ontario and Alberta!
RealtiWeb - Ontario
NEW FORMS/FORM UPDATES/FIXES
New forms! National Bank of Canada Lawyer's Report on Mortgage and Request for Disbursement, Client and Tax Profile and Identification Verification Form
New! Macquarie Financial Limited Final Report and Identification Verification Form
New! Schedule – First National Financial LP
New! Real Estate – Letter Re Amount Owed From Broker
Royal Bank of Canada Request for RBC Homeline Plan Funds updated
HSBC Final Report brings in additional information
Town of Milton - Property Information Request form updated
City of Burlington – Property Information Request form updated
Halton Region Health Department – File Search Request form updated
NEW AND UPDATED FEATURES
Default entries can now be made for account entries and amounts for fees and disbursements. In your Firm or Lawyer settings on the Tools menu, there is a new section to enter fees and disbursements. Note that when you create a new file, these fees and disbursements will come into each file. Existing files will not be affected.
You now have the ability to customize re-lines in Firm Settings or Lawyer Settings (on the Tools menu) by entering your preference for purchase from, sale to, mortgage to wording.
Modifying bank forms: The words Plus/Minus have been added to some bank forms. When this appears in a form, delete the appropriate word (using the hyphen).
Additional Addressee selections: In documents, you are able to select transferee pre/post closing and transferor pre/post closing as options for the addressee field.
OREA forms: Additional pages added for the Amendment to the Agreement of Purchase and Sale
New fields for purchaser and vendor's email, cell phone, home phone and home fax
Link in the Docs Tab drop-down to the Government of Ontario, Central Forms Site
Ability to create a WillPowerWeb file from RealtiWeb. There is a new link is under the Basic Tab dropdown: Create WillPowerWeb File. WillPowerWeb is LawyerDoneDeal's amazing new web-based Wills program. Find out more about it at www.lawyerdonedeal.com/wills.asp.
Ability to display clauses in the clause library in newly sequenced lists for easier clause access. The choices are 'All Clauses', 'LDD Clauses' and 'My Clauses'
Mortgage reference numbers are added to Re lines in letters going to the mortgage lender
RealtiWeb - Alberta
DEPOSITS AND COMMISSIONS
The new deposit drop-down lets you specify who each deposit is being held by: the Seller's broker, the Purchaser's broker, the Lawyer or the Seller.
Depending who is holding each deposit, the system will calculate correctly how much is owed to or from the vendor's or purchaser's broker after commission, and display those amounts at the bottom of the broker areas and also the Trust Statement and Closing Funds Summary.
NEW MORTGAGE DOCUMENTS!
The Mortgage documents are now packages of the lenders original documents from their web sites. They include documents such as the following, according to the particular financial institution: (note that the forms, names of the forms, and order of the forms will vary with the lender)
Charge/Mortgage form
Dower - Consent of Spouse
Schedule(s)
Certificate of Acknowledgement of Spouse
Dower Act Affidavit
Affidavit of Execution
If a part of the package of documents for a particular financial institution does not apply for a particular file, then the form will be produced, but no data will be filled in for that form. Pages are numbered sequentially, whether data is filled into a particular form or part of a form. Note that Corporate Affidavits do not form part of the packages.
If you previously produced packages for these bank forms, you will no longer need to do so!
DEFAULT ENTRIES FOR ACCOUNTS
This new feature allows you to set up default entries for account fees and disbursements. In your Firm or Lawyer settings on the Tools menu, there is a new section to enter fees and disbursement descriptions and amounts. When you create a new file, these fees and disbursements will come into each file. Note that existing files will not be affected.
NEW AND UPDATED FORMS
New! First National Financial LP Request for Funds and Final Report
Updated First National Financial LP Mortgage Form and Schedules
2008/10/28
NEW! CorporateTracker – The following updated forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms:
ONTARIO
* Articles of Dissolution (Form 10)
NEW BRUNSWICK
* Annual Return - Extra Provincial Corporation (33)
* Appointment of Attorney for Service(25)
* Notice of Change of Directors (29)
2008/09/25
NEW! CorporateTracker - The following updated forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms:
BRITISH COLUMBIA
* Notice of Appointment of Attorney
* Notice of Revocation of Appointment of Attorney
* Notice of Resignation of Attorney
CANADA
* Form 1 - Articles of Incorporation
* Form 9 - Articles of Amalgamation
* Form 11 - Articles of Continuance
* Form 22 - Annual Return
ONTARIO
* Initial Return/Notice of Change - Form 1
* Initial Return/Notice of Change - Form 2
2008/09/01
OREA Forms Numbering and Printing
The page numbering in OREA forms has improved. You can now click the number at the bottom of page, and then change it to accommodate as many pages as you require. You only need to change it on one page, and the rest of the pages change automatically.
2008/09/01
WillPowerWeb adds many new features!
Ability to create a WillPowerWeb file from RealtiWeb file
New Sticky Note feature lets you add notes at any location in the client file
New Feature Updates in your RealtiPLUSWeb and RealtiOnlineWeb Programs
The following changes have recently been implemented in the RealtiPLUSWeb and RealtiOnlineWeb applications . . .
RealtiPLUSWeb/RealtiOnlineWeb Updates
You can specify Who Has Deposits: (Ontario only, Alberta coming very soon!) You now have the option to select whether each deposit is being held with the broker, the lawyer or the vendor on Purchase and Sale files. On Sale files, deposits being held by the vendor will not go to the Trust Statement, those being held by the lawyer do. Deposits going to broker show on the Trust Statement, net of commission, where the broker is being Paid (not owed). On Purchase files, deposits and commissions do not go to Trust.
Balance Due on Closing can be changed: For purchase and Sale files, you can now change the Balance Due on Closing on the Statement of Adjustments. Enter a new number, and the new dollar amount automatically updates the Trust Statement.
Trust Statement/Redirection: If you need to, you can show funds that have been redirected by the Vendor on the Trust Statement. To redirect an amount on the Trust Statement, add the item and the amount, and then click Redirected by Vendor. On Sale files, there is an Exclude Redirection Amounts from Trust checkbox in the Auto Include box at the top right of the screen. If this box is checked, redirected amounts are deducted from the Trust Statement total.
New! Client List available to select existing client: Your list of clients is now available for selection when creating a new Transferee in a Purchase file, a new Transferor in a Sale file, or a new Mortgagor in a mortgage only transaction. To bring in previous client information, choose the Select from List button on the top of the Transferee, Transferor or Mortgagor windows before completing the screen.
Printable Calendar: The Calendar can now be printed. To do so, click on the printer icon at the bottom right of the calendar, then make selections as to what calendar will appear on your report, whether to print just your items or all calendar items and the format.
User Dictionary: There is a new User Dictionary feature (Tools, User Dictionary) that allows you to add words or delete words one at a time, or in bulk, from your dictionary for Spell Checking purposes.
Saving Document Packages: Provided there are no pre-printed forms in the package, you can now save a package of documents on the package screen. The package will also show as a saved document in the Alphabetical document list.
Document Control allows change of Province: You can now type in a different province for document execution purposes when client is signing out of province
Ontario Only: MLTT Can be Listed Separately on the Trust Statement Metro Toronto Land Transfer Tax can now be listed separately in Paid Items on the Trust Statement. There is a clause in the clause library called "Trust Paid Items - MLTT Listed Separately". If you wish to use this, insert this clause into your Trust Statement and remove the existing paid items clause. This will list the Metro Land Transfer Tax separately from the Ontario Land Transfer Tax, if there is any.
Alberta only: Two real estate agents on a file: Provision has been added for a second real estate agent on a file.
And other previous updates . . .
ILA information is now accessible on the Mortgage screen in the Guarantors area
You now have the ability to have text print at the top right hand corner in all documents, underneath the letterhead.
In order to do this, in the document master, there is a new option Data in Top Right Corner, together with a box where you can type text or insert fields.
You can now remove the wording (the "Purchasers") and (the "Vendors") from relines. In the master, there is a new reference line option, Exclude (the "Purchaser")/(the "Vendor") etc. from Re-line?
In the address dropdowns in master documents, for client, purchaser, vendor there are now options for both pre- and post-closing addresses.
A staff information section has been added to the field list.
(Alberta only) A new option has been added to the Price Includes GST Dropdown: GST Not applicable, to allow the price not to be subject to any GST.
(Alberta only) CMHC High Ratio mortgages are now provided for on mortgage only files
Forms
Ontario
New! Bridgewater Bank Request for Funds and Final Report
Revisions to CIBC Interim Report
Forms 9D - Investment Authority and 9E - Report on Investment have been added to the system
Metro Toronto Land Transfer Tax - Tax and Rebate forms added and ability added to calculate rebate for individual transferees
FirstLine Trust - Schedule to Matrix Mortgage updated
North Bay Fire Department form updated
. . . and previously
MCAP Schedules Updated - B, C, E, F, H
Clause 7 of the RBC Standard Form Mortgage updated.
CIBC trading as FirstLine Mortgages Inc. Interim report updated.
CIBC trading as FirstLine Mortgages Inc. Solicitor's Interim Report now brings in the Name of Purchaser's lawyer under the name of law firm.
The GST/HST Transitional Rebate form has been updated
The new version of the LTT Rebate Affidavit (resale Home) has been added.
The Updated New Housing Application for Houses Purchased from a Builder now available.
RBC - Request for RBC Homeline Plan Funds Form has been updated.
CIBC Mortgages - Schedule of Additional Terms CIBC Variable Flex mortgage has been updated.
Citizen's Bank Identification Verification Form has been updated.
Alberta
New! Ing Bank of Canada Mortgage Form
Standard Charge Terms Update for Regency Finance Corp
New! Backers added under Registration Documents: Mortgage backer (legal size) and Mortgage backer (letter size)
FirstLine Trust - Schedule to Matrix Mortgage updated
Alberta Treasury Branch Final Report updated to provide all pages (ie, closing a transaction via other alternatives)
. . . and previously
The terms "Seller"and "Buyer"are now consistent in all documents.
ING Bank form has been updated
CIBC trading as FirstLine Mortgages Inc. Interim report has been updated.
Standard Charge Terms for CIBC trading as FirstLine Mortgages Inc., Matrix mortgage standard charge terms, Home Trust Company Mortgage have been updated.
MCAP Schedule Updates: Schedule "B", "E", "H", and "I"
MCAP Interim Report updated.
CIBC Mortgages - Schedule of Additional Terms has been updated.
CIBC Mortgages Inc. Solicitor’s Interim Report Updated (1053 PRV-2008/03)
RBC Standard Form Mortgage - Clause 7 updated.
2008/08/19
New Feature Updates in your RealtiBuilderSales Condominium and Subdivision Programs
The following changes have recently been implemented in the RealtiBuilderSales Condominium and Subdivision applications . . .
RealtiBuilderSales - Condominium and Subdivision Program
Printable Calendar: The Calendar can now be printed. To do so, click on the printer icon at the bottom right of the calendar, then make selections as to what information will appear on your report, whether to print just your calendar items or all calendar items and the format.
Calendar has Suite # / Lot Description included in the full description. In order for the suite/lot number for an existing file to show in your calendar, you will need to go into a file and save it. The printable calendar will also show the suite/lot numbers.
(Condominium Only) Interest on Deposit Interest: The system will now calculate interest on deposit interest when interest is being paid at Occupancy closing. If you wish to add this interest to your final adjustments, add the field to your final adjustments set up screen in the Project.
. . . and other previous updates
A new feature has been added to allow you to look at the solicitor view from the lot/unit. From the Document dropdown, select Solicitor's Document View.
In the Document masters, the FROM: section of all fax cover sheets now bring in the contact phone number with the extension number, if added.
In the Taxes/Miscellaneous screen, an interim and final tax calculator has been added to the Taxes section for quick automatic calculation. To access it, click on the appropriate Tax label on the Taxes/Misc screen.
(Subdivision) An option for full discharge or partial discharge has been added to the Mortgage-Discharges screen in the Issues workbench.
The Export to e-Reg feature from the Basic button dropdown now populates the LRO number.
The posted documents list is now sorted by Last Post date, however, you can click on any heading to resort the list.
(Condominium) A new Report has been added to the report list called Tarion Deposits.
You now have the ability to create files with letters as level numbers.
Fields for e-Reg Consideration and Total Consideration have been added to the Reports list.
When using the export to e-Reg feature, the signing authority will now be sent to Teraview in all Transfers.
A new feature has been added to each lot/unit allowing you to click on the arrow(s) at the top right of the screen to either drop down the list of files, allowing you to select the next file to switch to without leaving the file and going back to the Main screen, or to go to the previous or next files in list sequence.
(Condominium) Occupancy Fee - For the occupancy fee in the month of closing, there is a new feature at the project level on the Taxes/Misc screen which lets you specify whether the Purchaser Pays Closing Month. This then defaults to the individual unit, where you can override this setting, and the appropriate adjustment is calculated.
The Tarion Deposit Report template has been updated with two new fields: Deposit - Amount; and Deposit - Date Received.
2008/06/24
NEW! CorporateTracker – The following updated forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms:
ALBERTA
* Notice of Change of Address of Directors
NOVA SCOTIA
* Special Resolution - Name Change
ONTARIO
* Initial Return/Notice of Change - Form 1
* Initial Return/Notice of Change - Form 2
YUKON
* Annual Return - Form 1-04
2008/05/09
Feature Updates for RealtiSalesCentre
A new external agent commission feature has been added, which allows the manager to override the external agent commission percentage at contract if not the default percentage.
New colour selection notes on agreement have been added which notifies the clour selection person of any promotion upgrades or discounts the customer received while signing the agreement.
2008/05/01
OREA French Forms
We have added the following OREA French Forms:
FORMULAIRE 100 Convention d'achat-vente
FORMULAIRE 101 Convention d'achat-vente (Revente de condominium)
FORMULAIRE 501 Convention d'achat-vente (Revente de condominium - Propriété commerciale)
FORMULAIRE 510 Convention de bail (Propriété commerciale)
2008/04/28
Here are the latest updates to RealtiPLUSWeb and RealtiOnlineWeb
RealtiPLUSWebNEW FORMS/FORM UPDATES
City of North Bay – Tax and Water Certificate Request
City of North Bay – Tax & Water Pre-Authorized Payment Plan Cancellation Form
2 new forms have been added to the clearance documents: Toronto Tax Department - Letter to After Closing and Toronto Water Department – Letter to After Closing since the address for these documents is different from the initial clearance letter for each one.
All issues with Solicitor’s Undertaking checked off will now be brought into the Trust Letter – Cash to Mortgage under the Undertaking clause.
Toronto MLTT Affidavit and Refund Affidavit and Form are now available. Be sure that the city of Toronto is selected and that the closing date is after January 31, 2008. The refund calculation will show on the Land Transfer Tax screen. The form for the Toronto Land Transfer Tax Affidavit is located at the top of the Land Transfer Tax screen as well as on the Document screen. The forms for the Rebate are only available at the top of the Land Transfer Tax Refund screen. Be sure that Teraview information is entered on the contact for the file in order to proceed with the forms.
OTHER ENHANCEMENTS
A new feature has been added allowing you the ability to copy all previous client information from existing files into a new file without having to enter the information twice. A button has been added to the EDIT button on the Transferor and Transferee screen to access the client database for selection.
In the Document masters, the FROM: section of all fax cover sheets now bring in the contact phone number with the extension number, if added.
A field for Electronic Payment Account Code has been added to the municipality databases under each search type. This field has also been added to the field list under clearance search letters to bring in the code number in documents.
RealtiOnlineWebNEW FORMS/FORM UPDATES
The Transfer of Land document has been amended to replace all semi colons with commas in the first paragraph.
A new option has been added to the Witness dropdown on the Transfer of Land (masters document) named "Whereof – Transferors". This changes the witness signing text to "Signed by the said Transferor(s) in the presence of:"
Mortgage Bank Form – the name on title has now been brought in instead of the name as per agreement.
OTHER ENHANCEMENTS
In the Document masters, the FROM: section of all fax cover sheets now bring in the contact phone number with the extension number, if added.
The Letter Template has been amended to include brackets ( ) after the fax delivery notation if the letter is sent via fax. The number of pages will have to be manually entered in brackets.
2008/03/31
LawyerDoneDeal Real Estate Application Updates
The following features have been updated in all applications: RealtiPLUSWeb, RealtiOnlineWeb and both RealtiBuilderSales applications. See additional features added to specific applications underneath this section.
Delivery notation via Regular Mail and fax includes fax numbers
If you were having trouble with the "Between" function in the Reports feature, now fixed
RealtiPLUSWeb Specific Enhancements
New link to Mortage Amortization table on the mortgages page
Legal description for POTL prepopulates
ING Direct is now a confirmed lender. From now on, when you select ING Direct as a lender, select it from the confirmed lenders list instead of the non-confirmed list.
Fax number merges in blank documents in the Fax/Envelope/Label wizard if entered in the Delivery Notation screen
Land Transfer Tax Rebate form for Resale homes is included in the list of documents. When the legislation has passed final reading, the program will be changed to do the complete calculation.
Toronto Municipal Land Transfer Tax capability - coming VERY Soon!
Consideration for e-reg® field added to the Basic Information screen. This is the field that gets exported to e-reg for Land Transfer Tax purposes. The system does the calculation, but you can overwrite this field to send whatever amount you wish to send.
Standard Charge Terms updates to CIBC trading as Firstline Mortgages and RBC mortgages.
RealtiOnlineWeb Specific Enhancements
New Sub Document category. On the list of documents, there are now subdocuments which are all of the documents that make up the packaged Registration Documents. You now have the ability to modify the documents in each of these packages individually.
In Registration Documents, page numbers on the first page of the package can be suppressed by modifying the "Format" field in the SubDocument for the first document in the package. Change the Format field selection from "Legal Docs (one party combined with page #s)" to "Legal Docs (one party combined)".
Where there is more than one legal description, all legal descriptions come into all documents
New link to Mortage Amortization table on the mortgages page
ING Direct is now a confirmed lender. From now on, when you select ING Direct as a lender, select it from the confirmed lenders list instead of the non-confirmed list.
Fax number merges in blank documents in the Fax/Envelope/Label wizard if entered in the Delivery Notation screen
RealtiBuilderSales - Condominium and Subdivision Specific Enhancements
Condominium: New feature for Occupancy Adjustment for month of Final Closing
At the Project level, on the Taxes/Misc. window, there is a new field "Purchaser Pays Closing Month Occupancy Fee".
The default is that the Purchaser has paid for the closing month. If this will not be the case on a particular project, you will need to turn it off. Current projects have been checked and for those with an occupancy adjustment in their final Statements of Adjustments, the indicator has been set accordingly, based on the existence of a Credit Vendor or Credit Purchaser field. You may wish to check to verify its correctness.
Note that the Purchaser Pays Closing Month field can be overwritten at the unit level.
In your Final Statement of Adjustments, for the occupancy adjustment, you may now wish to have one item that has both the credit to the Purchaser and the credit to the Vendor field selected. Of course, the item will only print the appropriate credit to either the Vendor or Purchaser.
Condominium: New options for commissioner's statements with lawyer's name and clerk's name
Subdivision: New projects - the e-reg indicator is checked automatically in project, meaning it does not have to be checked in each file
Condominium: Recent files list now shows 30 files, up from 15 files
2008/02/07
LawyerDoneDeal Real Estate Application Updates
The following features have been updated in all applications: RealtiPLUSWeb, RealtiOnlineWeb and both RealtiBuilderSales applications. See additional features added to specific applications underneath this section.
Other Side Lawyer List now shows lawyer locations
The list of other side lawyers now shows the address and phone number for each lawyer in the database. Remember that you can make use of the Search option on that database to find lawyers quickly and to show a shorter list of lawyers.
Enhanced search capability
There is an advanced search feature which will let you find files by other side lawyer and your own firm contact. It is found under the Find a File option on the Controls section of the Main screen, under Advanced Search.
Updated Reports Feature
The Reports feature has been updated to make it easier to use and to customize your own reports. Select File, Reports to run reports. Then select Create or Duplicate to Create a New Report or to modify one of the standard LDD reports. See RealtiPLUSWeb Management Reports for a complete description of this feature
Appointment time has been added to calendar appointments
RealtiPLUSWeb Specific Enhancements
New - MCAP Schedule I - Flexstar mortgage
New - ING Direct - Identification Verification Form
New Report lists names and addresses of all real estate agents
New - Thunder Bay Water Department form
RealtiOnlineWeb Specific Enhancements
New - Dower Release now also available for Mortgage only file
New - Certificate of Exempt Supply of Real Property
New - MCAP Schedule I - Flexstar mortgage
Revised - HSBC Mortgage
Revised - Alberta Treasury Branch Mortgage forms
Revised - Form 1 - Foreign Ownership of Land Regulations
RealtiBuilderSales - Condominium and Subdivision Specific Enhancements
Include in Total Price and Include in Price for e-reg Indicators
There is provision in the condominium and subdivision program for indicators for whether an item on the adjustments should be included in the total price or in the consideration for e-reg. These indicators have been on the Edit window for each adjustment. Now, instead of just behind the scenes on the individual adjustment Edit windows, these indicators are also shown on the set up screen for the adjustments where they are easier for you to see and work with.
How to Calculate GST on Extras/Upgrades included in the Purchase Price
A number of our users had questions about the GST on extras included in the purchase price and how to do the calculations on the Statement of Adjustments. We asked David Sherman, Tax Law Author, to prepare an opinion on this. In this opinion he talks about the sole supply of GST and explains what rate should be used for extras/upgrades included in the price - ie, the same rate as used for the purchase price. Our program allows you to apply this method of calculation in the Statement of Adjustments which has already helped several users considerably. Note that although we have done this as a service to you, it is at your sole discretion to determine how you wish to prepare your Adjustments.
Select which Discharge to Include in Bulk e-reg
A new indicator has been added on the Discharge screen in the Project level. This allows you to only send selected Discharges to e-reg using the bulk e-reg feature.
2008/02/01
NEW! CorporateTracker – The following updated forms are now available:
There are new versions of the following forms:
ONTARIO * Initial Return/Notice of Change - Form 1
* Initial Return/Notice of Change - Form 2
* Articles of Incorporation
* Articles of Amendment
BRITISH COLUMBIA * Annual Return Extraprovincial Corporation - Form 35
QUEBEC * Declaration of Registration
* Amending Declaration
NEW BRUNSWICK * Appointment of Attorney for Service - Form 25
YUKON * Annual Return - Form 1-04
2007/12/31
RealtiPLUSWeb, RealtiOnlineWeb and RealtiBuilderSales Updates
We continuously improve our products and services to serve you better! Here are the latest updates to our systems and services:Goods and Services Tax (GST) The GST cut to 5 % means all our products have been updated to reflect the change. Read this Summary of GST Changes to LDD Products for further information.
2008 OREA Forms The OREA forms for 2008 are now available online in our Document Retrieval (WebDocumentServices) and in RealtiPLUSWeb systems. Remember all the schedules are also online, so you can add them to the OREA forms you create online.
Note: You will find the following new 2008 OREA Forms:
OREA Form 110: Agreement of Purchase and Sale: Mobile/Modular/Manufactured Home on Leased Premises
OREA Form 110: Schedule A – Agreement of Purchase and Sale: Mobile/Modular/Manufactured Home on Leased Premises
OREA Form 115: Agreement of Purchase and Sale : Co-ownership Building Resale Agreement
OREA Form 115: Schedule A – Agreement of Purchase and Sale : Co-ownership Building Resale Agreement
OREA Form 140: Assignment of Agreement of Purchase and Sale
OREA Form 140: Schedule A – Assignment of Agreement of Purchase and Sale
Using OREA SchedulesTip: You can create as many schedules as you like using our online OREA forms, but we recommend you create and then print them one schedule at a time. This way, you can add the right page numbering to each schedule you generate and print.
RealtiBuilderSales – Condominium
In addition to changes with respect to GST, look for the following updates:
The Interim and Final Adjustment tabs display and do calculations only when you require them. For example, if no Interim closing is required, then no Interim tab is displayed, and if a file has no Occupancy date and it is not going Straight to Closing, only the Final Adjustment tab is displayed.
In Condominium Admin, the Missing Units function does a precise check to make sure you have not forgotten to create a block of units. It then produces a report to list the missing units.
RealtiBuilderSales – Subdivision
In addition to the GST changes summarized above, the following change has been made:
The switch lot feature lets you switch to another lot without going back to the Main screen first
RealtiPLUSWeb
New Toronto Land Transfer Tax Provisions
In transactions with closing dates on or after February 1, 2008, where the municipality selected is Toronto, you will see that RealtiPLUSWeb provides for the additional Toronto land transfer tax and tax rebate. On the Land Transfer Tax screen and the Land Transfer Tax Rebate screen, in transactions with closing dates on or after February 1, 2008, extra lines showing the new land transfer tax and land transfer tax rebate amounts are displayed.
CIBC, FirstLine, President’s Choide Identification Verification Form updates
First Line Pre-Authorized Debit Form Update
TD Interim Report Update
New Report Prints List of Real Estate Agents
In the File, Reports section, select "Real Estate Agents" to print a detailed listing
Improved Functionality in the Declaration, Indemnification and Undertaking re GST
RealtiOnlineWeb
In addition to the GST changes, the following improvements have been made to RealtiOnlineWeb:
Macquarrie Financial mortgage document and Final Report on Title new to the system
HSBC Final Report Update
Trust Stmt and Closing Funds Summary – mortgage registration now automatically comes in
Dower Release on mortgage only transactions can now be produced
Decimals are now allowed in the acres/hectares fields
2007/12/03
2008 OREA Forms
The OREA forms for 2008 are now available online in our LDD WebDocumentServices and in our RealtiPLUSWeb systems. Remember all the schedules are also online, so you can add them to the OREA forms you create online. Note: Look for the following new 2008 OREA Forms:
OREA Form 110: Agreement of Purchase and Sale: Mobile/Modular/Manufactured Home on Leased Premises
OREA Form 110: Schedule A – Agreement of Purchase and Sale: Mobile/Modular/Manufactured Home on Leased Premises
OREA Form 115: Agreement of Purchase and Sale : Co-ownership Building Resale Agreement
OREA Form 115: Schedule A – Agreement of Purchase and Sale : Co-ownership Building Resale Agreement
OREA Form 140: Assignment of Agreement of Purchase and Sale
OREA Form 140: Schedule A – Assignment of Agreement of Purchase and Sale
2007/11/01
New Features added for RealtiSalesCentre
The new Colour Selection features tracks the colour selection process, for each unit and produce orders to trades.
In conjunction with the Colour features, colour selection reports have been added so you can see what upgrades or promotions are popular.
A mass unit price change has been added which allows the changing of unit prices, either one unit at a time, level or model. Can increase or decrease by set amount or procentage, also provides rounding feature. Also keeps track of history for each unit, when the price got changed, by who, and by how much. The history is accessible from reports
Accompanying the mass unit price change feature is the Price Change History report which details when the price got changed and by how much.
2007/10/03
Updates Posted to RealtiBuilderSales Subdivision and Condominium Programs
As per your requests, the following updates to the RealtiBuilderSales Subdivision and Condominium programs have been implemented.
SUBDIVISION
A new "Show Long Description" prompt has been added to the top of the Statement of Adjustments in the Project, allowing you to show the entire text of the information you enter in the left column "blurbs" all at one time. To edit, you still need to click the Edit button.
An option to bring in the Vendor’s contact has now been added in the "To" drop down list in a fax cover sheet.
A field for the purchaser’s address post closing is now available for reports on the Tools menu.
The Document General tab has been fixed so that new Document General tabs will not keep duplicating when the Document General tab is accessed.
The 2 party Document Registration Agreement "Dated at" field has been fixed to bring in the date entered into the date field of the Document Control section on the Docs screen. If a date is not entered, the "Dated at" line will show an empty space for manual entry.
User fields at the project level now show in lot files underneath lot specific user defined fields.
User Defined fields can now be used on reports – so you can create any field that the system does not have, and include it in a report
Bulk discharges in Teraview now display the property portion default as "Partial" as opposed to "From all".
CONDOMINIUM
A new "Show Long Description" prompt has been added to the top of the Statement of Adjustments in the Project, allowing you to show the entire text of the information you enter in the left column "blurbs" all at one time. To edit, you still need to click the Edit button.
A Purchaser’s Solicitor Report has been added to the reports list under the Tools tab.
The "Rebate amount" field has been amended to say "Potential Rebate Amount" on the Basic Information screen in the lot level since this refers to the possible, not actual rebate amount.
An option to bring in the Vendor’s contact has now been added in the "To" drop down list in the fax cover sheet.
The mass import feature now allows more units to be uploaded at one time.
User fields at the project level now show in unit files underneath unit specific user defined fields.
User Defined fields can now be used on reports – so you can create any field that the system does not have, and include it in a report
Bulk discharges in Teraview now displays the property portion default as "Partial" as opposed to "From all".
2007/10/03
Here are the latest updates to RealtiPLUSWeb and RealtiOnlineWeb!
The following changes have been made to RealtiPLUSWeb and RealtiOnlineWeb!
RealtiPLUSWeb NEW FORMS/FORM UPDATES/FIXES
Solicitor’s Statutory Declaration re: Photo Identification of the Vendor has been added.
Regency Finance Corp - Interim and Final Reports have been updated.
Negative amounts entered on the Trust Statement now display as entered on the document.
Brantford Request for Tax Certificate fee has been changed from $40.00 to $50.00.
OTHER ENHANCEMENTS and FIXES
User Defined fields can now be used on reports – so you can create any field that the system does not have, and include it in a report
In a Mortgage only file, the Deposit Registration Fee now only shows once for each Document General in the Trust Statement.
Fields for the firm contact and the other side lawyer have been added to the field list.
Registration dates on the Basic Information screen on or after closing have now been amended to reflect change of closing date.
A pre-paid rent table has been added to the Statement of Adjustments screen for calculating the interest on all pre-paid rents. In order to use it, after you select the Pre-Paid rent on the Tenancy adjustment, to reflect changing interest rates, select either "Var Rate Table All Tenants" or "Var Rate Table this Tenant". (The difference between the two selections is that one will use this table for all tenants, while the other will use this table for just the current tenant.) When you select Click to View/Edit Rate Table , you will get a table into which you can specify dates and interest rates, as follows:
Enter the starting and ending dates and the current interest rate, and the pre-paid rent will calculate based on that rate.
The Document General tab has been fixed so that undeletable tabs will not keep duplicating when accessed.
A field has been added on the Basic Information screen to enter the other side lawyer’s file number.
RealtiOnlineWeb NEW FORMS/FORM UPDATES
Regency Finance Corp - Interim and Final Reports have been updated.
Home Trust Company - Final & Interim Reports have been updated.
Affidavit of Execution in the Transfer of Land has now been amended to show a different execution clause according to whether "ongoing relationship" is checked off in the Transferor(s) Edit box.
XCEED Mortgage Corporation – Dower affidavit and Affidavit of Execution have been added for CMHC mortgages.
OTHER ENHANCEMENTS
User Defined fields can now be used on reports – so you can create any field that the system does not have, and include it in a report
The GST calculation for a new home in a Purchase file, now provides you with three options: 1.) NO GST; 2.) Rebate Applied; and 3.) Contract Price-GST. You have the ability to choose your calculation based on the correct option.
Registration dates on the Basic Information screen on or after closing have now been amended to reflect change of closing dates.
2007/09/05
NEW! CorporateTracker – The following updated forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms to comply with the latest changes re Bill 152, Ministry of Government Services Consumer Protection and Service Modernization Act, 2006.
ONTARIO
* Articles of Incorporation - Form 1
* Articles of Amalgamation - Form 4
* Articles of Continuance - Form 6
* Articles of Dissolution - Form 11
* Articles of Revival - Form 15
* Application for Incorporation of a Corporation without Share Capital
CANADA
* Articles of Amalgamation - Form 9
QUEBEC
* Declaration of Registration
2007/08/23
Updates Posted to RealtiBuilderSales Subdivision and Condominium Programs!
Check out the new updates to the RealtiBuilderSales Subdivision and Condominium programs!
SUBDIVISION
The GST Rebate Form has been amended to show the GST/HST period in section D according to the new date options for the GST Rebate Form Period on the Basic Information screen.
The fax cover sheet to the Purchaser’s solicitor now only shows the Attention to, the name of the law firm and the fax number.
In letter templates, Transferees has been added to the Addressee drop down options for documents.
Undo and Redo arrows have been added to Statement of Adjustments Edit boxes allowing you to undo your changes without starting from scratch.
Punctuation has been added to the wording for A Commissioner, etc.
Punctuation has been added to Dated at lines, adding a comma, and a period at the end.
Full justification has been added to all document and clause editing windows.
Joint declaration/capacity statements have been updated.
When bulk posting, you now have the ability to abort the posting. All documents posted up until you abort will still be posted.
An option has been added to the Fax cover sheets in the masters giving you the choice to include the address and the phone number.
CONDOMINIUM
The GST Rebate Form has been amended to show the GST/HST period in section D according to the new date options entered for the GST Rebate Form Period on the Basic Information screen.
An "Unsold" status has been added to the file status drop down menu.
Undo and Redo arrows have been added to Statement of Adjustment Edit boxes allowing you to undo your changes without starting from scratch.
The Interest on Deposits to be Paid at Occupancy checkbox has been added to the Project level under the Basic Information tab. The checkbox defaults to all the units in the project but may be overwritten in each unit.
A new "Is the Project going straight to closing" prompt has been added on both the project level and the unit level on the Basic Information page. If checked, interim screens will not be displayed. This will also determine whether the unit will be billed according to the interim closing or the final closing dates. If checked, the unit will be billed by the final closing date and if not checked, the unit will be billed according to the interim closing date. The checkbox in the project level defaults to all the units in the project but may be overwritten at the unit level.
Project user defined fields can now be seen at the unit level.
When bulk posting, you now have the ability to abort the posting. All documents posted up until you abort will still be posted.
There is a new facility to copy interim adjustment lines to the final adjustments. To do so, on the final adjustment window, you will see the following line:
Joint declaration/capacity statements have been updated.
Punctuation has been added to the wording for A Commissioner, etc.
Punctuation has been added to Dated at lines, adding a comma, and a period at the end.
Full justification has been added to all document and clause editing windows.
An option has been added to the Fax cover sheets in the masters giving you the choice to include the address and the phone number.
The Calendar is now working. You can use it to track interim and final closing dates and other important dates that you can customize in the Tools, Calendar Preferences option. You can also add any set appointment dates to the Calendar. The Calendar can be accessed either from the Main page (bottom right side), or from any of the screens using the Calendar icon:
2007/08/23
Here are the latest updates to RealtiPLUSWeb and RealtiOnlineWeb!
RealtiPLUSWeb NEW FORMS/FORM UPDATES
New TD Bank schedules added for Conventional Variable Rate - Open (05/07) and Convention Variable Rate – Closed (05/07).
TD Bank Guarantee Form has been updated to print more than 4 guarantors.
Royal Bank of Canada Interim Report and Final Report have been updated (Form 4177 (04-20-2007).
Royal Bank of Canada Guarantee Fixed Rate (Form 3936) and Guarantee Prime Rate (Form 3937) schedules have been updated.
Royal Bank of Canada Homeline Plan Funds form (Form 3958(06-18-2007) has been updated.
President’s Choice Financial – Interim Report (PCF-June 2007), Final Report (PCF-June 2007) and Identification Verification Form (PCF-June 2007) updated.
CIBC – Solicitor’s Interim Report (1053 PRV-2007/06), Solicitor’s Final Report (1006 PRV-2007/06), and Identification Verification Form (1010 PRV-2007/06) have been updated.
New First National Financial Corporation schedules added – Schedule Q and R.
FirstLine Mortgages – Interim Report and Final Report have been updated.
FirstLine Mortgages - Schedule for a Standard/Access Mortgage updated.
New Meridian Credit Union Schedules added – Schedules A, B, and C
Meridian Credit Union Interim Report has been updated.
ING Direct – Identification Verification Form (20070621) has been updated.
Health Unit Form has now been added for the Township of Beckwith.
Fax cover sheet warning message will always be displayed after the document body if selected.
The Cheque Requisition form has been amended to calculate the GST at 6% as opposed to 7% for all newly created files.
Punctuation has been added to the A COMMISSIONER, ETC. wherever it appears.
OTHER ENHANCEMENTS
Issues can now be added to the calendar. There is a new Calendar tab on every issue on the issue list. To add the issue to the calendar, click this tab, then complete the fields on the Date line which together formulate when the issue should show on the calendar. You will be entering the # of days or months, before or after the date chosen from the dropdown list.
You will also enter the details to be shown in the calendar and then the appropriate action, ie, either follow-up or resolved. The Daily calendar includes all details, the weekly calendar is less detailed and the monthly calendar shows that there is an entry.
City of Kenora has now been added to the municipality database.
City of Kawartha Lake has now been added to the municipality database.
Envelopes produced in "Envelope/label/fax cover wizard" now bring in the firm title for the other side solicitor.
In the Issues list, details have been added to Mortgages (Discharge/Assumed /Remaining/Postpone) to distinguish each discharge if there is more than one entered.
An option has been added to the Fax cover sheets in the masters giving you the choice to include the address and the phone number.
There is a new field for the other side lawyer’s file number
An option has been added in the Trust Statement on sale transactions so you can choose to make the trust payable to the vendors or the transferors and on a Purchase file to make it payable to the purchasers or transferees.
RealtiOnlineWeb NEW FORMS/FORM UPDATES
BMO bank form updated for Special Refinance and Switch Plus Mortgages. Item #2 Special terms now allows you to enter in your own text.
MCAP schedules B and C have been updated.
New MCAP schedules have been added – Schedules F and H.
Royal Bank of Canada has updated the bank forms for the Collateral Mortgage Fixed Rate (2/21/2007), Collateral Mortgage Prime Rate (2/21/2007) and Guarantee of residential Mortgage.
CIBC forms updated – Solicitor’s Interim Report (1053 PRV-2007/06), Solicitor’s Final Report (1006 PRV-2007/06), and Identification Verification Form (1010 PRV-2007/06).
President’s Choice Financial forms updated – Interim Report (PCF-June 2007), Solicitor’s Final Report (PCF-June 2007), and Identification Verification Form (PCF-June 2007).
FirstLine Mortgages Interim Report and Final Report updated.
FirstLine Mortgages Standard/Access schedule has been updated (April, 2007).
Alberta Treasury Bank Table of Interest Rate Equivalents has been updated (Form 3676 (Rev.05/07).
Scotia Mortgage Corporation backers have now been added to the bank forms.
Punctuation has been added to the A COMMISSIONER, ETC. wherever it appears.
OTHER ENHANCEMENTS
The mortgage advance breakdown in the Closing Funds Summary is now working for mortgage only files.
An option has been added to the Fax cover sheets in the masters giving you the choice to include the address and the phone number.
The Transfer registration fee calculates on Purchase files copied from Sale files
Full justification has been added to all document and clause editing windows
Issues can now be added to the calendar. There is a new Calendar tab on every issue on the issue list. To add the issue to the calendar, click this tab, then complete the fields on the Date line which together formulate when the issue should show on the calendar. You will be entering the # of days or months, before or after the date chosen from the dropdown list.
You will also enter the details to be shown in the calendar and then the appropriate action, ie, either follow-up or resolved. The Daily calendar includes all details, the weekly calendar is less detailed and the monthly calendar shows that there is an entry.
2007/06/14
New Features in RealtiBuilderSales Condominium and Subdivision!
ENHANCEMENTS TO SUBDIVISION AND CONDOMINIUM
A "Find and Replace" feature has been added for editing Master documents. Click to initiate the find.
Spell check has been added to the Master document editing. Click to initiate the spell check.
A Search feature has been added to the field list. Once you click Find, all fields containing the search word are highlighted in blue.
SUBDIVISION
Different site names for files and projects have been added to the task bars for visibility and convenience when switching back and forth from the Project and the Lot. From the Taskbar, you will be able to tell which window is which.
A builders reference number field has been added to the "Find By" browse list and the "Edit List" feature.
A separate field for entering the address for service for e-reg has been added to the Vendor information screen
CONDOMINIUM
You are now able to save custom Import Profiles in Condominium Mass Import. Click Save once you have defined your new Import Profile.
An "extended closing date" field has been added to the Basic Information page and to the Reports
Different site names for files and projects have been added to the task bars for visibility and convenience when switching back and forth from the Project and the Lot. From the Taskbar, you will be able to tell which window is which.
2007/06/14
New features, forms and form updates in RealtiPLUSWeb and RealtiOnlineWeb!
ENHANCEMENTS TO RealtiPLUSWeb and RealtiOnlineWeb
A "Find and Replace" feature has been added for editing Master documents. Click to initiate the find.
Spell check has been added to the Master document editing. Click to initiate the spell check.
A Search feature has been added to the field list. Once you click Find, all fields containing the search word are highlighted in blue.
RealtiPLUSWeb NEW FORMS/FORM UPDATES
Forms 18A and 18B have been replaced by Forms 9D and Form 9E
FirstLine Mortgages - Acknowledgement and Direction has been added
The Toronto Dominion Bank - Confirmation of Registration form added
First National - New! Schedules Q and R
MCAP - New! Final Report
MCAP - New! Schedules B, C, F, H,
The Toronto Dominion Bank - New - Schedule A
CIBC - Schedule of Additional Terms updated (6498-2007/03)
Citizens Bank - New - Identification Verification Form
Hamilton Law Association Standard Sale Closing Document now amended to Hamilton Standard Sale Closing Document
Peterborough - Request for Information form has been updated
Union Energy form has been updated to Reliance Home Comfort form
Hydro One Real Estate Sales Transaction form has now been added
RealtiOnlineWeb NEW FORMS/FORM UPDATES
Citizens Bank of Canada - New! Charge/Mortgage of Land
Citizens Bank - New! Identification Verification Form
Scotia Mortgage Corporation - New - Schedule A (Closed Mortgage), Schedule A (Open Mortgage), Schedule A (Variable Rate and Payment Mortgage)
First National Bank - New! Schedule N
An Assumption reporting letter has been added to the list of documents
Mortgage form - number 6 (b) has been revised to show the interest rate heading
OTHER ENHANCEMENTS
The Scotia Bank Mortgage document now brings in the address for service and not the property address
On Title Search Imports, "both of" phrasing is now available on the Transfer with respect to the Transferors address
2007/05/28
New Note Feature in RealtiPLUSWeb, RealtiOnlineWeb and RealtiBuilderSales!
New Note Feature in RealtiPLUSWeb, RealtiOnlineWeb and RealtiBuilderSales!
The new Note feature lets you put notes anywhere on any one of the RealtiPLUSWeb/RealtiOnlineWeb screens. You can add as many Notes as you like.
Just click on the to the right of the Save and Calendar icons at the top right of any screen to add a new Note. A Note icon will appear on screen. Enter text into the Note and when you are done, drag the Note to any position on screen. You can right click to choose to delete the Note, make it show always or hide the Note. By default, Note contents will hide.
Additionally, using the Report feature (Tools, Reports), you can print a report of the Notes on all files or on selected files.
2007/04/30
NEW! CorporateTracker – The following updated forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms.
ALBERTA
* Articles of Incorporation
* Notice of Address or Notice of Change of Address
* Articles of Amendment
* Notice of Directors or Notice of Change of Directors
* Notice of Change of Address of Director(s)
* Articles of Amalgamation
* Articles of Continuance
* Articles of Dissolution
* Statement of Intent to Dissolve/Revocation of Intent to Dissolve
* Statement of Registration
* Notice of Attorney for Service or Change of Attorney or Alternative Attorney
* Change of Address of Attorney
* Articles of Reorganization
* Articles of Revival
* Annual Return
NOVA SCOTIA
* Special Resolution - Name Change
QUEBEC
* Declaration of Registration
* Amending Declaration
2007/04/16
RealtiPLUSWeb Update
NEW FORMS/DOCUMENTS
First National Financial Corporation - Solicitor's Final Report on Title
ING Direct – Interim, Final Reports and Identification Verification Form
CIBC, FirstLine and President's Choice – New Identification Verification Forms
Federal Employees (Kingston) Community Credit Union – Mortgage Form and Schedule
Freedom of Information Request Form
CIBC – Acknowledgement/Direction and Guarantee Form
Bank of Montreal – New Mortgage Forms and Schedules
FirstLine – Pre authorized debit Form
Windsor Family Credit Union – Solicitor's Final Report
Royal Bank of Canada – Home Line Request For Funds Form
HSBC – Confirmation of Funding, Confirmation of Registration and Final Report on Title
Royal Bank of Canada – Schedules
CIBC – Collateral Line of Credit Schedule and Variable Rate Open Mortgage Schedule
Kawartha Credit Union - Reporting letter
Ottawa – Report on Compliance Form
Ottawa – Report on Compliance with Agreements Form
TD Canada Trust Final Reports on Title for Conventional Mortgage and Collateral Mortgage
Citizen's Bank – Interim and Final Reports
FORM/DOCUMENT UPDATES
Bank of Montreal Mortgages and Schedules updated
TD Canada Trust Schedules updated
TD Canada Trust Final Report can now fit longer Title Insurance Policy numbers
TD Canada Trust Additional Information Form now brings in the lawyers name when there is no firm name.
CIBC Schedules updated
First National Financial Corporation Schedules updated – August 2006
MCAP Service Corporation – Final Report enhanced
FirstLine Mortgage Final Report
Bank of Montreal – Lawyer/Notary Report
ING Direct – Interim Report
Royal Bank of Canada – Home Line Request For Funds Form
Maple Trust Company – Solicitor's Final Report and Schedule update
First National Solicitor's Request For Funds updated
Royal Bank of Canada – Report on Title and Security. Form 4177 (09-15-2006)
President's Choice – Identification Verification Form
Water Well Individual Record Search Request Form updated
CIBC – Final Report now accommodates bigger numbers and names
The Reporting letter now brings in the Payout paragraphs
The Lender information dialog box has a checkbox to select if the Private lender is a Corporation and also two separate address fields one for Mailing Address, and the other for Address for Service
ENHANCEMENTS (NON-DOCUMENT RELATED)
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.
Additional options in the dropdown menu in the Account Disbursements to choose Status Certificate(Corporate) and Execution/Sheriff's Certificate.
Adjust/Payout issues will not show up on docs if '0'.
A new field named 'Requisition Sent Date' has been added on the Contract details screen which if entered will show up in the Response to Requisition Letter.
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 reactivate it if necessary.
2007/04/16
RealtiOnlineWeb Update
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
2007/03/14
NEW! CorporateTracker – The following updated forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms.
ALBERTA
*Annual Return
CANADA
*Articles of Incorporation - Form 1
*Articles of Amendment - Form 4
*Initial Registered Office Address and First Board of Directors- Form 2
*Articles of Revival - Form 15
QUEBEC
*Declaration of Registration
2007/02/19
Now Available! RealtiOnlineWeb - New Multiple Title Import Feature
The new Multiple Title Import feature gives you the ability to not only bring from the SPIN II system, as many titles as you need to on any given property, it also gives you the ability to bring in multiple encumbrances on each one. In addition, once you bring in the encumbrances, you can have the system move each one to the type of issue to which it belongs.
See instructions for use of the Multiple Title Import feature.
2007/01/16
Latest Features Updates and Addditions for RealtiPLUSWeb and RealtiOnlineWeb
Forms and Documents
HSBC Interim and Final Reports on Title, Bank Schedules and Confirmation of Registration have been added to RealtiPLUSWeb and RealtiOnlineWeb. The mortgage document has been added to RealtiOnlineWeb
Windsor Family Credit Union Schedules now available for RealtiPLUSWeb
Royal Bank Schedules updated in RealtiOnlineWeb
Generic Identification Verification Form has been added for institutions that do not have a customized one available
Meridian Credit Union - Final Report updated for RealtiPLUSWeb
Label for mortgagee in Label Wizard now prints contact at lender
Extra signature lines removed on CIBC Mortgages for RealtiOnlineWeb
New Features and Feature Updates
The trash can has been removed from the screen as some users were accidentally deleting files instead of saving them. To delete files, click on the Basic dropdown, and select Delete this File from the bottom of the list. There will be a warning before you delete the file.
In the Table feature in document editing, you now have the ability to create a blank row after in addition to adding a blank row before
Reports feature now has file creation date field available for selection
2006/11/17
Check out all the updates to RealtiPLUSWeb!
NEW FORMS/DOCUMENTS
GST Rebate Application Form (7% + 6% Reduction Rebate Application)
Environmental Assessment Waiver
Meridian Credit Union - Interim and Final report
Three Party Document Registration Agreement
A generic ID Verification form added in Purchase and Mortgage
Brighton Property Inquiry Request Form
ResMor Trust Company Interim and Final Report on Title
Home Trust Company Interim and Final Report forms added
Freedom of Information Request form added
Federal Employees (Kingston) Community Credit Union Mortgage form.
First National Financial Schedules and Interim and Final Reports on Title
FORM/DOCUMENT UPDATES
The City of Thunder Bay application for Certificate of Tax Arrears now shows the closing date.
Solicitor/Notary's Final Report on Title and Certificate of Insurance now prints the address of solicitor at the end of the report.
CIBC Trading As FirstLine Mortgages bank schedule has been updated
CIBC-Presidents Choice Mortgage schedule "Guarantor's Section"(Mod: Oct 2006) added.
Undertaking, Warranty, Direction and Declaration TO: AND TO: lines amended to change "his/her/their solicitor".
The Initial Letter to Purchaser and Vendor has been amended to reflect the use of DRA in an e-Reg transaction.
TD Canada Trust Bank schedules updated (July,2006)
TD Canada Trust Final Report now populates the Title Insurance and Fire Insurance Details
Legal Description and Assessment Roll Numbers become part of the reference line for "Letter to Tax Department" Post Closing.
Royal Bank Final Report form has been updated
Maple Trust Company Schedules updated (October,2006)
GST Rebate application form now accommodates longer legal descriptions.
Guelph Property Information Request form updated - New version
Statutory Declaration of Possession - updated
Initial Letter to the Purchaser - Paragraph added regarding the intentions to make changes in the use of the property/building/structure.
Acknowledgement and Direction to Close enhanced to include the capacity in which the title id being taken.
Amounts in the Trust Statement and the Direction Re-funds do not show on the merged document when the amounts are zero.
Bank of Montreal mortgage forms and schedules updated
OTHER ENHANCEMENTS
The ability to search for a document in the document list with a new FIND feature
The Municipal database is now accessible from the Tools tab allowing you to edit Municipalities when not in a file.
An indicator on the mortgage screen is now active showing which schedules have been attached.
A contact position and contact phone number field has been added to the field list selection in documents.
Re-direction re Funds now works without the Adjust/Payout box checked off in the Issues workbench.
The legal description box in all the registration documents now accommodates 10 lines.
GST registration field now accepts RC input as part of number.
Improved functionality in date range in reports
Address for Service labels to the Vendor modified to print on separate lines.
2006/11/17
Look at all the changes to RealtiOnlineWeb!
NEW FORMS/DOCUMENTS
New Royal Bank Form (Form 3984 (06-26-2006) has been added
New Firstline Mortgage bank form added (7399-01/12 2) 07/06
CIBC President's Choice Mortgage of Land (Form 7399-03/09) and Schedule (July/2006) added.
MCAP Service Corporation- Interim Report, Final Report, Schedules (September/2006) and Solicitor's Opinion
Western Protocol - Cash to Close letter
Scotia Bank Schedules added (#1345117, #1344714, #E0448, #E0134)
Home Trust Company Mortgage of Land and Tenant Acknowledgement forms added.
Regency Finance Corp. Mortgage of Land (Form 5826309/1), Interim Report, Final Report and Tenant Acknowledgement forms added.
ResMor Trust Company - New mortgage document
CIBC Schedule 6498-06/02
FORM/DOCUMENT UPDATES
Undertaking, Warranty, direction and Declaration TO: AND TO: lines amended to change "his/her/their solicitor" to the Purchasers solicitor.
CIBC Presidents Choice Mortgage of Land Charge has been updated to 7399-09/032 Schedule: July 2006.
Royal Bank Standard Mortgage Term numbers have been updated' to version 062 023 344 for both North and South divisions.
Scotia Mortgage Corporation now shows an address for service on the Mortgage
Bank of Montreal mortgage types and schedules- Updated
Option to delete page numbers on mortgage documents
OTHER ENHANCEMENTS
Compound documents (i.e. mortgage documents with several different attachments) can now be included in packages.
The ability to search for a document in the document list with a new FIND feature.
Late Interest calculations improved.
An indicator on the mortgage screen is now active showing which schedules have been attached.
Municipalities’ selection on the Tools tab allows you to work on Municipalities when not in a file.
A contact and contact phone number field has been added to the field list for selection in documents.
Address for Service labels for the Vendor modified to print on separate lines.
2006/11/15
NEW! CorporateTracker – The following new forms are now available:
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms.
CANADA
* Form 22 - Annual Return Extra-Provincial Corporation
MANITOBA
* Notice of Change of Directors
* Annual Return of Information
* Application for Registration
NEW BRUNSWICK
* Notice of Directors for Extra-Provincial Corporation - Form 29
NEWFOUNDLAND
* Annual Return - Extra Provincial Corporation - Form 28
NORTHWEST TERRITORIES
* Notice of Registered Office or Notice of Change of Registered Office - Extra-Provincial Corporation - Form 21
QUEBEC
* Amending Declaration
SASKATCHEWAN
* Notice of Change of Directors - Form 6
YUKON
* Notice of Directors and Officers or Notice of Change of Directors and Officers- Form 1-03
2006/08/11
Here are the latest updates to RealtiPLUSWeb and RealtiOnlineWeb!
RealtiPLUSWeb
NEW FORMS/FORM UPDATES
* New! The Corporation of the City of North Bay Planning Services Zoning Enquiry
* Scotia Mortgage and Scotia Bank Final Report updated
* Peterborough – Request for Information form updated
* Burlington Property Information Request form updated
OTHER ENHANCEMENTS
A condition has been added to the Issues list for "No Septic Clearance Items".
* A field for the amount of the new mortgage advance has been added to the Cheque Requisition Document.
* The real estate browser list now includes the branch to enable you to distinguish one branch from another.
* Envelope to mortgagor now prints the Mortgagor’s name.
* On VTB Mortgages, boxes 10 and 11 are now completing correctly.
RealtiOnlineWeb
DOCUMENT UPDATES
* Scotia Mortgage and Scotia Bank Final Report updated
* Scotia Bank Mortgage updated to properly print the first line with "both" or "all" depending on the number of mortgagors.
* Closing Funds Summary in a mortgage file now merges the mortgagors’ names on the TO: line on mortgage transactions.
* Conventional Mortgage document paragraph 1, subparagraph (a) now properly prints the first and last payment dates.
* CIBC FirstLine Mortgage document - Joint tenancy box now prints the joint tenant information if only one joint tenant status is entered. If more than one joint tenant status is entered, the field is left blank.
*
Shared Purchase/Sale File
feature now provides you the ability to create your file for both the purchase/sale transaction by copying information to a file on the other side of transaction.
* Trust Statement - Late Interest Calculation (see screen below) is now updated for more flexibility and offers the ability to make interim payments. The Interim and Final Cash to Close letters have been improved to reflect these changes.
2006/06/27
NEW! CorporateTracker – The following new forms and feature modifications are now available
JURISDICTION RELATED DOCUMENTS
There are new versions of the following forms.
ALBERTA
*Notice of Directors or Notice of Change of Directors
NEW BRUNSWICK
*Appointment of Attorney for Service or Change of Attorney for Service - Extra-Provincial Corporation
*Notice of Change of Directors
*Annual Return - Extra-Provincial Corporation
NEWFOUNDLAND
*Annual Return - Extra-Provincial Corporation
NORTHWEST TERRITORIES
*Notice of Registered Office or Notice of Change of Registered Office - Extra-Provincial Corporation - Form 21
NOVA SCOTIA
*Special Resolution - Name change and certificate
*Notice of Officers and Directors for an Incorporated Company
ONTARIO
*Articles of Amalgamation - Form 4
*Articles of Dissolution - Form 10
*Articles of Dissolution - Form 11
*Articles of Revival - Form 15
QUEBEC
*Amending Declaration
*Declaration of Registration
SASKATCHEWAN
*Notice of Change of Directors
YUKON
*Notice of Directors and Officers or Notice of Change of Directors and Officer
The following fixes and/or changes were also made in this update:
*Fixed attorney address for British Columbia forms
*Fixed printing of french character in the signatory field
*Fixed signatory telephone number
*Revision of the Federal Bylaw No. 1
2006/06/18
New to RealtiPLUSWeb, RealtiOnlineWeb and RealtiBuilderSales
The following are the major changes in this update:
GST change to 6% has been incorporated into the calculations and documents throughout the programs
The NEW Adjust/Payout Tab which now shows on many of the issues allows you to select whether to include the item on either the Statement of Adjustments or the Trust Statement. This is only included on "adjustable" issues. Certain issues will default to either Trust Statement or Adjustments where it is the norm, and some issues, namely, Discharges and Common Expense arrears only have the choice to go to the Trust Statement.
Documents which have been amended as a result of this change, to bring in the appropriate issues, are the Trust Statement, Statement of Adjustments, Closing Funds Summary and Reporting Letters, where the Statement of Adjustments section has been modified to include all items on the Statement of Adjustments.
(This feature currently applies to RealtiPLUSWeb and RealtiOnlineWeb only.)
The new User Defined Fields feature gives you the ability to create your own fields and then use them in documents in RealtiPLUSWeb, RealtiOnlineWeb and RealtiBuilderSales. Note that once a new User Defined Field has been defined, users must logout of the program and back in before they can see the new User Field.
Several other features have been added/updated according to your requests.
2006/06/12
The following documents have been updated
RealtiOnlineWeb (Alberta)
CIBC operating as Firstline Trust - updated mortgagee address for service
CIBC operating as Firstline Trust – updated standard charge terms numbers
CIBC operating as President’s Choice – updated Schedule to Covenant
CIBC operating as President’s Choice – updated standard charge terms number
Alberta Treasury Branch Mortgages – added schedule re Table of Interest Equivalents
Transfer Back – added purchaser address for service
RealtiPLUSWeb (Ontario) and RealtiOnlineWeb (Alberta)
Label/envelope/fax wizard – Purchaser and Vendor labels, envelopes, faxes available pre and post closing
2006/03/13
Latest update features to RealtiPLUSWeb and RealtiOnlineWeb
Label, Envelope, Fax Cover Sheet Wizard - A brand new wizard has been created to allow you to easily produce labels, envelopes and fax cover sheets to contacts in the system or other miscellaneous contacts. Simply click the Label/Envelope/Fax Cover Wizard button at the top of the Docs screen and make your selections.
Line Spacing, Paragraph Spacing in master documents, document templates and Edit Margins/Fonts of merged documents (RPW & ROW)
New Schedules for Firstline Mortgage (RPW)
Standard/Access Schedule
Matrix Fixed and Variable Rate Schedules
Option Schedule
Initials for file contact – now 10 characters
Polaris Only files – now has a Closing Date, and Archive Files feature (RPW)
New Form – Union Gas: Notice of Sale/Purchase (RPW)
Foreign Ownership of Land (Signed by Solicitor) (ROW only)
2006/02/27
Bank Forms Update in RealtiPLUSWeb!
The following bank forms are NEW to RealtiPLUSWeb!
ING Direct Interim and Final Reports on Title
First National Interim and Final Reports on Title
Kawartha Credit Union Final Mortgage Report
Identification Verification Forms for:
CIBC
FirstLine
President's Choice Financial
Royal Bank Schedule for Guarantor
The following bank forms have been updated:
CIBC - Schedules /Standard charge terms
Toronto Dominion Bank - Solicitor's Final Report on Title
Toronto Dominion Bank – Schedules
MCAP Requisition for Mortgage Advance Cheques
CIBC, President's Choice, FirstLine - Solicitor's Interim Report/Requisition for Funds
President's Choice Financial schedules
Bank of Montreal Variable Rate Open Mortgage schedule and Collateral Mortgage schedule
CIBC President's Choice prints on Mortgage/e-reg as CIBC Mortgages Inc.
2006/01/09
Lender Lists Sorted by Branch! Enhanced File Copy feature! See what else is new in RealtiPLUSWeb!
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
to view document conditions and loops in all master documents.
checkbox found, in each individual file, within the Basic button on the Basic Information screen.
Depending who is holding each deposit, the system will calculate correctly how much is owed to or from the vendor's or purchaser's broker after commission, and display those amounts at the bottom of the broker areas and also the Trust Statement and Closing Funds Summary.
Note: You will find the following new 2008 OREA Forms:
Tip: You can create as many schedules as you like using our online OREA forms, but we recommend you create and then print them one schedule at a time. This way, you can add the right page numbering to each schedule you generate and print.
RealtiBuilderSales – Condominium
In addition to changes with respect to GST, look for the following updates:
You will also enter the details to be shown in the calendar and then the appropriate action, ie, either follow-up or resolved. The Daily calendar includes all details, the weekly calendar is less detailed and the monthly calendar shows that there is an entry.
You will also enter the details to be shown in the calendar and then the appropriate action, ie, either follow-up or resolved. The Daily calendar includes all details, the weekly calendar is less detailed and the monthly calendar shows that there is an entry.
to initiate the find.
to initiate the spell check.
New Note Feature in RealtiPLUSWeb, RealtiOnlineWeb and RealtiBuilderSales!
to the right of the Save and Calendar icons at the top right of any screen to add a new Note. A Note 
