Searching (Back Office)

From the Home Page, you can SORT Open Transactions by selecting any of the column headers; Transaction Number, Address, Unit No, Closing Date, Status, Type or Firm/Not Firm. The Agent column is NOT sortable. You can also search by selecting All, Open, Closed or Voided via drop down, please note … Continue reading

Escrow Trust Deposits (Back Office)

Navigate to Deposits tab of Transaction and select EDIT Select the correct Escrow/Trust Account bank account if applicable, if you have only one no need to select. Then select the “Escrow/Trust” icon. Within the Escrow/Trust Deposits window, select ADD. Select the appropriate Action: Deposit, Disburse, Issue Term Deposit/GIC, Redeem Term … Continue reading