---
title: Real Estate Conveyancing | Prolegis Knowledge Base
description: Guidance on completing real estate purchases, sales and refinances in Prolegis.
---
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1. [Prolegis Knowledge Base](https://kb.prolegis.ca/)
2. [Real Estate Conveyancing](https://kb.prolegis.ca/real-estate-conveyancing)
# Real Estate Conveyancing
Guidance on completing real estate purchases, sales and refinances in Prolegis.
- [Enhanced Document Generation Workflow](https://kb.prolegis.ca/enhanced-document-generation-workflow)
- [Adding Interim and Full Property Taxes](https://kb.prolegis.ca/adding-interim-and-full-property-taxes-ontario)
- [Generating Barcoded Documents](https://kb.prolegis.ca/generating-barcoded-documents)
- [Lender Instructions - Auto Data Entry](https://kb.prolegis.ca/lender-instructions-auto-data-entry)
- [How do I indicate that the seller or buyer is signing by way of power of attorney?](https://kb.prolegis.ca/how-do-i-indicate-that-the-seller-or-buyer-is-signing-by-way-of-power-of-attorney)
- [Can I add an electronic copy of my signature to my letters?](https://kb.prolegis.ca/can-i-add-an-electronic-copy-of-my-signature-to-my-letters)
- [New Matter Type: Property Transfers](https://kb.prolegis.ca/new-matter-type-property-transfers)
- [How to Use the Clone Matter Feature](https://kb.prolegis.ca/how-to-use-the-clone-matter-feature)
- [How to Apply a Discount to a Fee, Other Charge or Disbursement Item](https://kb.prolegis.ca/-how-to-apply-a-discount-to-a-fee-other-charge-or-disbursement-item)
- [I received my mortgage instructions. Now what?](https://kb.prolegis.ca/i-received-my-mortgage-instructions-now-what)
- [How do I complete a lender's PDF document in Prolegis?](https://kb.prolegis.ca/explain-how-the-pdf-filler-works)
- [Can I purchase Chicago Title title insurance in Prolegis?](https://kb.prolegis.ca/can-i-purchase-title-insurance-in-prolegis)
- [How do I add a new matter?](https://kb.prolegis.ca/how-do-i-add-a-new-matter)
- [How do I send my client questionnaire to my client?](https://kb.prolegis.ca/how-do-i-send-my-client-questionnaire-to-my-client)
- [How do I download a title from the Government of Alberta's SPIN II from Prolegis? (Alberta)](https://kb.prolegis.ca/alberta-users-how-do-i-download-a-title)
- [Can I receive Toronto-Dominion Bank mortgage instructions in Prolegis?](https://kb.prolegis.ca/how-can-i-receive-toronto-dominion-bank-mortgages-in-prolegis)
- [How do I prepare non-FCT LLC mortgages in Prolegis?](https://kb.prolegis.ca/how-do-i-prepare-non-fct-llc-mortgages-in-prolegis)
- [I accidentally opened the matter incorrectly and I need to change the type!](https://kb.prolegis.ca/i-accidentally-opened-the-matter-incorrectly-and-i-need-to-change-the-type)
- [I want to show my trust ledger minus my fees. Can I do this in Prolegis?](https://kb.prolegis.ca/i-want-to-show-my-trust-ledger-without-my-fees-including.-can-i-in-prolegis)
- [Can Prolegis help me combine documents needed for signing, reporting, etc.?](https://kb.prolegis.ca/can-i-combine-pdfs-external-to-prolegis-with-pdfs-created-in-prolegis)
- [Can I export my disbursements to Cosmolex from Prolegis?](https://kb.prolegis.ca/can-i-export-my-disbursements-to-cosmolex-from-prolegis)
- [How do I add GST, PST and HST to my matter in Prolegis?](https://kb.prolegis.ca/how-do-i-add-gst-pst-and-hst-to-my-matter-in-prolegis)
- [How do I add my client's direct deposit bank information?](https://kb.prolegis.ca/how-do-i-add-my-clients-direct-deposit-bank-information)
- [I want to show the mortgage deductions in my documents. Can I add mortgage deductions in Prolegis?](https://kb.prolegis.ca/i-want-to-show-the-mortgage-deductions-in-my-documents.-can-i-add-mortgage-deductions-in-prolegis)
- [Can I create default adjustments for my statement of adjustments and trust ledger?](https://kb.prolegis.ca/can-i-create-default-adjustments-for-my-statement-of-adjustments-and-trust-ledger)
- [How do I add other charges to a statement of account?](https://kb.prolegis.ca/how-do-i)
- [I need to add the Land Transfer Tax and Municipal Land Transfer Tax. How do I do this?](https://kb.prolegis.ca/land-transfer-tax-and-municipal-land-transfer-tax-ontario)
- [How can I modify a PDF that I uploaded to Prolegis?](https://kb.prolegis.ca/access-pdf-editor-for-uploaded-pdf-documents)
- [How do I add a draw mortgage to Prolegis?](https://kb.prolegis.ca/multiple-advances-/-draw-mortgages)
- [Where can I find my uploaded / created documents?](https://kb.prolegis.ca/where-can-i-find-my-uploaded-/-created-documents)
- [What do I do when a PDF has a barcode?](https://kb.prolegis.ca/what-do-i-do-when-a-pdf-has-a-barcode)
- [Can I export a list of my matters out of Prolegis?](https://kb.prolegis.ca/can-i-export-a-list-of-my-matters-out-of-prolegis)
- [Is there a way in Prolegis to indicate that my deal is a resale, new build or commercial?](https://kb.prolegis.ca/is-there-a-way-in-prolegis-to-indicate-that-my-deal-is-a-resale-new-build-or-commercial)
- [Can I order Stewart Title Insurance through Prolegis?](https://kb.prolegis.ca/can-i-order-stewart-title-insurance-through-prolegis)
- [How do I add the occupancy date in Prolegis? (Ontario)](https://kb.prolegis.ca/how-do-i-add-the-occupancy-date-in-prolegis)
- [How do I select the nature of the marital relationship (Family Law Act)?](https://kb.prolegis.ca/family-law-act-ontario)
- [FCT Title Insurance](https://kb.prolegis.ca/fct-title-insurance)
- [Can I access my FCT LLC mortgage instructions in Prolegis?](https://kb.prolegis.ca/fct-llc-prolegis-integration)
- [How do I add a condo management company to my matter?](https://kb.prolegis.ca/how-do-i-add-a-condo-management-company-to-my-matter)
- [How do I add a Home Owner Association (HOA) to a matter?](https://kb.prolegis.ca/how-do-i-add-a-home-owner-association-hoa-to-a-matter)
- [How do I know when the foreign ownership requirements apply? (Alberta)](https://kb.prolegis.ca/how-do-i-know-when-the-foreign-ownership-requirements-apply)
- [Can I search the Alberta Land Titles Pending DRR Queue in Prolegis?](https://kb.prolegis.ca/can-i-search-the-drr)
- [Can I add a short property description in Prolegis? (Ontario)](https://kb.prolegis.ca/short-property-description-ontario)
- [Can I save the client's GST number in Prolegis?](https://kb.prolegis.ca/can-i-save-the-clients-gst-number-in-prolegis)
- [How do I add purchase price addendums (change orders or amendments) to my matter so that they show on the Statement of Adjustments?](https://kb.prolegis.ca/how-do-i-add-purchase-price-addendums-change-orders-or-amendments-to-my-matter-so-that-they-show-on-the-statement-of-adjustments)
- [Managing Matter Requisitions in Prolegis](https://kb.prolegis.ca/how-do-i-add-requisitions-in-prolegis-ontario)
- [Can I add the additional deposits from the Agreement of Purchase and Sale in Prolegis?](https://kb.prolegis.ca/can-i-add-the-additional-deposits-from-the-agreement-of-purchase-and-sale-in-prolegis)
- [Where do I add the spouse of my buyer / seller?](https://kb.prolegis.ca/dower-enhancements)
- [How to make adjustments to the Statement of Adjustments, Net Proceeds and Cash to Bring?](https://kb.prolegis.ca/how-to-make-adjustments-to-the-statement-of-adjustments-net-proceeds-and-cash-to-bring)
- [How do I add a debt payout to a refinance or sale matter in Prolegis?](https://kb.prolegis.ca/how-do-i-add-a-debt-payout-to-a-refinance-or-sale-matter-in-prolegis)
- [Can I use Prolegis to complete my review of title?](https://kb.prolegis.ca/can-i-use-prolegis-to-mark-a-registration-as-permitted-or-non-permitted)
- [Can I create more than one invoice on my real estate matter?](https://kb.prolegis.ca/multiple-lawyer-invoices)
- [Can I manually add a parcel to my matter? (Ontario)](https://kb.prolegis.ca/manually-add-a-parcel-ontario)
- [How to print a copy of an encumbrance / registration? (Alberta)](https://kb.prolegis.ca/how-to-print-a-copy-of-an-encumbrance)
- [Can I export my trust transactions from Prolegis and import them to Cosmolex?](https://kb.prolegis.ca/can-i-export-my-trust-transactions-from-prolegis-to-cosmolex)
- [Can I export financial information to Clio?](https://kb.prolegis.ca/can-i-export-financial-information-to-clio)
- [Exporting Transfers, Charges, and Discharges to Teraview](https://kb.prolegis.ca/can-i-export-transfers-charges)
- [How do I manage non-resident transactions? (Ontario)](https://kb.prolegis.ca/how-do-i-manage-non-resident-transactions-ontario)
- [Can I export my fees and disbursements to my accounting program from Prolegis?](https://kb.prolegis.ca/can-i-export-my-fees-and-disbursements-to-my-accounting-program-from-prolegis)
- [How can I get notifications of what's happening in Prolegis?](https://kb.prolegis.ca/can-i-get-notifications-of-whats-happening-in-prolegis)
- [How do I process a Bridge Loan in Prolegis?](https://kb.prolegis.ca/how-do-i-process-a-bridge-loan-in-prolegis)
- [I am acting on my client's purchase and sale, and there is a bridge loan. How do I handle this in Prolegis?](https://kb.prolegis.ca/i-am-acting-on-my-clients-purchase-and-sale-and-there-is-a-bridge-loan.-how-do-i-handle-this-in-prolegis)
- [How do I use Prolegis' client portals?](https://kb.prolegis.ca/how-do-i-use-prolegis-client-portals)
- [What does my client see when they go to the portal?](https://kb.prolegis.ca/what-does-my-client-see-when-they-go-to-the-portal)
- [How can I create a record of a holdback in Prolegis?](https://kb.prolegis.ca/how-can-i-create-a-record-of-a-holdback-in-prolegis)
- [Adding and Managing Lenders in Prolegis](https://kb.prolegis.ca/adding-and-managing-lenders-in-prolegis-)
- [New Matter Type: Discharges](https://kb.prolegis.ca/new-matter-type-discharges)
- [Streamlining Data Entry with Prolegis Works](https://kb.prolegis.ca/streamlining-data-entry-with-prolegis-works)
- [Creating, Editing, and Managing Documents in Prolegis](https://kb.prolegis.ca/can-i-edit-my-letter-and-other-documents-in-prolegis)
- [Tracking Your Work with the Data Entry Progress Tool](https://kb.prolegis.ca/tracking-your-work-with-the-data-entry-progress-tool)
- [Hiding Historical Title Registrations](https://kb.prolegis.ca/hiding-historical-title-registrations)
- [Creating a Transfer of Land in a Mortgage Matter](https://kb.prolegis.ca/creating-a-transfer-of-land-in-a-mortgage-matter)
- [Can I remove a client from a matter in Prolegis?](https://kb.prolegis.ca/can-i-remove-a-client-from-a-matter-in-prolegis)
See less ▼
## Alberta
- [Monitoring Titles in Prolegis (Alberta)](https://kb.prolegis.ca/monitoring-titles-in-prolegis)
- [Prolegis Auto-DRR Reviewer](https://kb.prolegis.ca/prolegis-auto-drr-reviewer)
- [How does Prolegis handle real property reports?](https://kb.prolegis.ca/how-does-prolegis-handle-real-property-reports)
## Ontario
- [Conducting Writ Searches in Prolegis](https://kb.prolegis.ca/conducting-writ-searches-in-prolegis)
- [Requisition Responses](https://kb.prolegis.ca/requisition-responses)
- [Can I add a seller from a parcel? (Ontario)](https://kb.prolegis.ca/can-i-add-a-seller-from-a-parcel-ontario)
- [How do I add a parcel from Teranet in Prolegis? (Ontario)](https://kb.prolegis.ca/how-do-i-add-a-parcel-from-teranet-in-prolegis-ontario)
- [How to Create and Manage Standard Requisitions](https://kb.prolegis.ca/how-to-create-standard-requisitions)
- [Prolegis AI Parcel Reader (Ontario)](https://kb.prolegis.ca/prolegis-ai-parcel-reader-ontario)
See less ▼
- [Get started](https://kb.prolegis.ca/get-started)
- [Real Estate Conveyancing](https://kb.prolegis.ca/real-estate-conveyancing#main-content)
- [Alberta](https://kb.prolegis.ca/real-estate-conveyancing#alberta)
- [Ontario](https://kb.prolegis.ca/real-estate-conveyancing#ontario)
- [Estate Plan](https://kb.prolegis.ca/estate-plan)
- [Get Organized](https://kb.prolegis.ca/get-organized)
- [New!](https://kb.prolegis.ca/new)
- [FAQs](https://kb.prolegis.ca/faqs)
- [Integrations](https://kb.prolegis.ca/integrations)
- [Settings](https://kb.prolegis.ca/settings)
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