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Can I access my FCT LLC mortgage instructions in Prolegis?

LLC is a secure, easy-to-use, web-based platform that helps facilitate the instructing, processing, reporting, document handling, funding, and statement requesting for residential mortgages between legal professionals and lenders.

To add your LLC account, click “Real Estate” to deploy the Real Estate menu. Click “Settings” to deploy the Settings menu and select “FCT Integration” to open the FCT Integration window.

1. Enter your LLC credentials.

2. To check for LLC deals, navigate to the Real Estate Menu and select FCT LLC.

3. All users in the firm with LLC credentials will be available to search. Select those you would like to search and select check.

4. Locate the LLC deal you would like to associate with a matter and select Review.

5. See the information from the LLC deal and either Link the Matter to an existing matter or create a new matter. To link to an existing matter click “Link Matter”. To create a new matter click “+Matter”.

6. If linking to an existing matter, enter the matter number in the search bar and click the magnifying glass. Select the matter to match the LLC deal to. If there is no match, you will be unable to link the LLC deal to the matter.

7. If creating a new matter, complete the required information to complete the matter, add the clients and click Accept. If there is a client match, you can select whether the information from LLC will be added to the client record

8. Prolegis stores a publicly available user driven information about lenders. To add your lender and mortgage details to your matter, you’ll need to either match the LLC lender with the lender within our database or create a new lender or branch.

The lender information provided by FCT is set out under the “FCT Mortgage Branch” heading. The potential matches for that information are set out under the “Prolegis Lender” heading. You can scroll through the potential matches under the “Prolegis Lender” heading and click “Select Branch” when you have located a match. A match means that the name and contact information for the branch are the same.

If there is no match, you can click the “Create New Branch” button to automatically add that information to the Prolegis lender database.

9. When you click "Create New Branch” you will see a confirmation message from Prolegis to ensure that a duplicate entry is not being added to the database. If you have not located any matches for that lender, click OK.

10. To see the details of the mortgage, go to the Actions menu and navigate to New Mortgages.

In the New Mortgages action you can, among other things,

a) Retrieve the Documents from LLC

b) Check for Lender Changes

c) Select the Client ID that will be used for the Request for Funds and Final Report

d) Check for Updates

e) Access the LLC Portal

f) See Solicitor Conditions as Follow Ups

g) View and add information and ID for Guarantors

11. To access the LLC Portal, go to the Actions menu and navigate to New Mortgages, click on LLC Portal (e).

12. To see retrieved documents, go to the Actions menu and navigate to New Mortgages, click on Retrieve Documents (a).

13. To add the relevant ID, click Client ID and you will see the ID that has been added to the matter. Add the ID in the Seller/Buyer action.

14. To review all information Imported from FCT, reassign the mortgage to another matter or update client information go to FCT Data in the Actions Menu.