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: (i.e. \\yourservername\Data)
To locate the data path for your instance, navigate to: Help \ Database Information
Select your company name from the drop down and authenticate. If password not setup, use:
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.