Where can I find it in Prolegis?
This article will help you find where in Prolegis you can complete data entry items.
Once in this article, click either CTRL-F (PC) or COMMAND - F (Mac) to search for the specific data entry item.
This article is organized into the actions within the Matter Actions menu. Search for the data entry item. Each item is organized into the action it belongs to. For example, if you search for "Legal Address", you will find it in the "Titles" matter action.
Matter Actions
Titles
- PIN
- LRO
- LINC
- Title Number
- Legal Address
- Short Legal
- Full Property Description
- Registrations
- Registration Notes
- Registration Document(s)
- Requisitions linked to Registrations
- Permitted Registrations
- Non-permitted Registrations
- Maps
APS / Contract

- Closing Date
- Signed by Seller
- Signed by Purchaser
- Requisition Date
- Occupancy Date
- Requires Survey
- Is Condominium?
- Owner Occupied?
- Transaction Type
- New Home Warranty
- Assigned Staff
- Property Address
- Purchase Price
- Deposit
- Who holds the deposit?
- GST / HST
- Alternate address for service
Conditions and Additional Terms
- Line number of condition
- Description of condition
- Date of condition
- Condition Fulfilled
Amendments

- Date of amendment
- Description of amendment
Condo Documents

- Condo corporation name
- Condo monthly payment amount
- Condo monthly amount paid
- Condo amount in treasury
- Condo corporation address for service
- Condo management company and contact information
Taxes

- Property tax certificate roll number
- Year of assessment
- Annual levy
- Total payments for the year
- Arrears balance
- Tax increase allowance
- Date Purchaser is responsible for tax payments
Existing Mortgages

- Lender name
- Lender address
- Lender contact information
- Payout amount
- Payout date
- Registration number
- Mortgage number
- Per diem interest
- Actual payment date
- Is bridge loan?
Seller / Buyer

- Seller / Buyer names
- Seller / Buyer DOB
- Seller / Buyer Occupation
- Seller / Buyer GST
- Seller / Buyer Marital status
- Seller / Buyer Affirmation
- Seller / Buyer Resident Status
- Seller / Buyer Mailing Address (if different than property address)
- Seller / Buyer Alias
- Seller / Buyer Direct deposit banking information
- Seller Late interest percentage rate
- Seller / Buyer - Attorney information for Power of Attorney
- Seller - Estate Administration name of the Estate
- Seller / Buyer tenancy
- Treefort
Stakeholders > Lawyer

- Lawyer name
- Lawyer contact information
- Assistant / clerk name
- Other lawyer's matter number
Stakeholders > Real Estate Agent

- Real estate agent name
- Real estate agent contact information
- Commission amount
- Excess commission payable to
Stakeholders > Mortgage Broker
- Mortgage broker name
- Mortgage broker contact information
Insurance

- Fire insurance provider
- Policy number
- Expiration of insurance
- Fire insurance broker contact information
- Fire insurance amount
- Fire insurance replacement amount
- Fire insurance effective date
- Title insurance ordering
New Mortgages

- Lender name
- Lender contact information
- Registered amount
- Advance amount
- Draw Mortgage
- Deductions
- Borrowed amount
- Additional amount
- Priority of mortgage
- Mortgage #
- Standard Mortgage #
- Bridge Loan?
- Lender collects property taxes
- Interest type
- Interest adjustment date
- Regular payment
- Interest rate
- Rate variance
- Prime rate
- Term
- Amortization
- Calculation period
- Payment date and period
- Maturity date
- First payment date
- Last payment
- Mortgage loan insurance
- High ratio
- Registration number
- Registration date
- Registration Land Titles Office
- Guarantor name
- Guarantor contact information
Appointment

- Date
- Time
- Location
Appointments

- Witness names
- Commissioner names
Statement of Adjustments

- HOA adjustment
- Adjustments
- Default adjustments
- Visible client portal?
Trust Ledger

- Adjustment
- Default Adjustment
- Matter Transactions - Trust Ledger export
- Visible client portal?
Account

- Fees
- Disbursements
- Other charges
- Split invoice (multiple invoices)
- Export invoice disbursements
- Fees visible on trust ledger (on / off)


