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.         Searching for Other Criteria, select the ADVANCED SEARCH icon       … Continue reading

Escrow Trust Deposits (Back Office)

Navigate to Deposits tab of Transaction and select EDIT Select “Escrow/Trust Deposit” icon                   Within the Escrow/Trust Deposits window, select ADD. Select the appropriate Action: Deposit, Disburse, Issue Term Deposit/GIC, Redeem Term Deposit/GIC, Reverse or NSF-Non-Sufficient Funds and complete the rest of … Continue reading