Real Estate Conveyancing

Guidance on completing real estate purchases, sales and refinances in Prolegis.

• How do I download a title from the Government of Alberta's SPIN II from Prolegis? (Alberta)
• How do I send my client questionnaire to my client?
• Can I receive Toronto-Dominion Bank mortgage instructions in Prolegis?
• How do I prepare non-FCT LLC mortgages in Prolegis?
• 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?
• Can Prolegis help me combine documents needed for signing, reporting, etc.?
• Can I export my disbursements to Cosmolex from Prolegis?
• How do I add GST, PST and HST to my matter in Prolegis?
• How do I add my client's direct deposit bank information?
• 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?
• How do I add other charges to a statement of account?
• I need to add the Land Transfer Tax and Municipal Land Transfer Tax. How do I do this?
• How can I modify a PDF that I uploaded to Prolegis?
• How do I add a draw mortgage to Prolegis?
• Where can I find my uploaded / created documents?
• What do I do when a PDF has a barcode?
• 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?
• Can I order Stewart Title Insurance through Prolegis?
• How do I add the occupancy date in Prolegis? (Ontario)
• How do I select the nature of the marital relationship (Family Law Act)?
• FCT Title Insurance
• Can I access my FCT LLC mortgage instructions in Prolegis?
• How do I add a condo management company to my matter?
• How do I add a Home Owner Association (HOA) to a matter?
• How do I know when the foreign ownership requirements apply? (Alberta)
• Can I search the Alberta Land Titles Pending DRR Queue in Prolegis?
• Can I add a short property description in Prolegis? (Ontario)
• Can I save the client's 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?
• How do I add requisitions in Prolegis? (Ontario)
• 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?
• 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?
• Can I use Prolegis to complete my review of title?
• Can I create more than one invoice on my real estate matter?
• Can I manually add a parcel to my matter? (Ontario)
• How to print a copy of an encumbrance / registration? (Alberta)
• Can I export my trust transactions from Prolegis and import them to Cosmolex?
• Can I export financial information to Clio?
• Can I export transfers, charges and discharges of charges from Prolegis to be uploaded into Teraview?
• How do I manage non-resident transactions? (Ontario)
• Can I export my fees and disbursements to my accounting program from Prolegis?
• How can I get notifications of what's happening in Prolegis?
• 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?
• How do I use Prolegis' client portals?
• What does my client see when they go to the portal?
• How can I create a record of a holdback in Prolegis?