Letter Templates Node on the System Default Tab

The letter templates are stored at C:\Program Files\LES\quickTRS\Data\Current Documents  OR C:\QOCEE\quickTRS\Data\Current Documents OR C:\Program Files\Emphasys\quickTRS\Data\Current Documents by default.

Network users must navigate to the appropriate network drive instead of C:, such as \\yourservername\Data

To find out where the data path is for the program by going to:

Help \ Database Information

You will need to select your company name from the drop down and enter your User login and Password.  If you do not have passwords set up within your office, you can use, Username: Admin and Password: Admin.  The username and password are case sensitive so please enter exactly as displayed.

The data path will be displayed at the very top of the window: Data Path: \\server1\qtrsdata.

Some of the letters you can specify on this screen are:

Seller – A letter to the Seller involved in a transaction. Click on the Look Up icon and select Seller v2.dot.

Seller’s Attorney  – A letter to the Seller’s attorney involved in a transaction. Click on the Look Up icon and select Seller’s Attorney v2.dot.

Buyer – A letter to the Buyer involved in a transaction.  Click on the Look Up icon and select Buyer v2.dot.

Buyer’s Attorney – A letter to the Buyer’s attorney involved in a transaction. Click on the Look Up icon and select Buyer’s Attorney v2.dot.

Selling Broker – A letter to the broker on the selling side of the transaction. Click on the Look Up icon and select Selling Broker v2.dot.  This template has been enhanced to include the Buyer’s Attorney information should it be required.

Buying Broker – A letter to the broker on the buying side of the transaction. Click on the Look Up icon and select Buying Broker v2.dot.

3rd Party/Escrow – Leave this field blank, unless you transact in real estate with 3rd Party / Escrow companies, you can select the 3rd Party Disbursement Closing Letter.dot OR 3rd Party Disbursement Pending Letter.dot as your default.

Advance – An agreement type letter to the internal broker when an agent receives internal advance cheque against commissions on a firm transaction.

External Agent – A letter to the co-operating agent to thank them for assisting with your brokerages sale.

Official Receipt – A receipt can be generated when the Buyer’s Agent/Buyer to provide upon receipt of the real estate deposit/escrow monies.

We also support a number of other templated letters, which can all be found in the same directory.

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