Access a comprehensive video library to learn about the Ontario Purchase Matter Tabs in Unity® Practice Management.

It is recommended that these videos be watched in order by beginners in Unity® Practice Management. Existing users can access the video instructions related to the topics in any order;

Matter Opening Tab

MATTER OPENING TAB
TITLE	VIDEO
Matter Opening: Create New Purchase Matter
Part 1: Matter Opening Tab - Completing Required Info
Part 2: Matter Opening Tab - Add New Real Estate Agent
Part 3: Matter Opening Tab - Remote & Digital Signing
Part 4: Matter Opening Tab - Appointment Schedule
Part 5: Matter Opening Tab - Title Insurance
Part 6: Matter Opening Tab - Referrals

Purchasers Tab

PURCHASERS TAB
TITLE	VIDEO
Purchasers Tab - Purchase Matter
Purchasers Tab - Report to Purchaser

Vendors/ Solicitors Tab

Vendors and Solicitors Tab
TITLE	VIDEO
Part 1 - Adding a Vendor Manually
Part 2 - Adding Vendors and Solicitors

Property Tab

PROPERTY AND TERANET CONNECT
TITLE	VIDEO
Part 1: Adding Subject Property
Part 2: Adding Subject Property
Part 3: Adding Property Tax
Manually Adding Legal Description

TERANET TITLE SEARCH
TITLE	VIDEO
Part 1: Ordering Parcel Register
Part 2: Abutting Land Search - Ordering Adjoining Parcels
Part 3: Parcel Register - Ordering Instruments
Part 4: Parcel Register - Requisitioning Instruments
Part 5: Parcel Register - Writ Search
Part 6: Parcel Register Writ Search - Adding Execution Affidavits
Part 7: Billings Function
Part 8: Import Data

Consideration & Land Transfer Tax Tab

CONSIDERATION & LAND TRANSFER TAX TAB
TITLE	VIDEO
Consideration & LTT Tab

Compliance Tab

COMPLIANCE TAB WITHIN PURCHASE MATTER
TITLE	VIDEO
Compliance Tab within Purchase Matter

Mortgages Tab

MORTGAGE TAB
TITLE	VIDEO
Mortgage Tab: Lender Forms
Mortgage Tab: Report Subtab
Mortgage Tab: Adding Guarantor
Mortgage Tab: Construction Advances
Mortgage Tab: Mortgagee Subtab
Mortgage Tab: Part 1 - Terms Subtab
Mortgage Tab: Part 2 - Terms Subtab
Mortgage Tab: Part 3 - Terms Subtab

Condo Corporation

CONDO CORPORATION TAB
TITLE	VIDEO
Condo Corporation Tab

Fire Insurance Tab

FIRE INSURANCE TAB
TITLE	VIDEO
Fire Insurance Tab

Requisitions Tab

REQUISITIONS TAB
TITLE	VIDEO
Part 1: Add via Registered Instruments
Part 2: Manually Adding Requisitions
Part 3: Creating and Saving Requisition Precedents
Part 4: Producing a Requisition Letter

Undertakings Received Tab

Undertakings Received
TITLE	VIDEO
Undertakings Received

Statement of Adjustments Tab

STATEMENT OF ADJUSTMENTS TAB
TITLE	VIDEO
Statement of Adjustments Tab

Extended Workflows

EXTENDED WORKFLOWS
TITLE	VIDEO
Part 1: Add New & Setup
Part 2: Document Production
Part 3: Tracking & Finalizing

Statement of Account Tab

STATEMENT OF ACCOUNT TAB TAB
TITLE	VIDEO
How to Manage Your Statement of Account

Trust Ledger Tab

TRUST LEDGER TAB
TITLE	VIDEO
Compliance Tab within Purchase Matter

Report to Purchase Tab

REPORT TO PURCHASE TAB
TITLE	VIDEO
Report to Purcase

Execution Affidavits

EXECUTION AFFIDAVITS
TITLE	VIDEO
Part 1: Manually Adding Statutory Declarations
Part 2: Manually Adding Statutory Declarations

Forms Tab

FORMS TAB
TITLE	VIDEO
Forms Tab

Document Production Tab

DOCUMENT PRODUCTION TAB
TITLE	VIDEO
Convert Produced Documents to PDF
Creating Document Categories
Letterhead Request
Master Template Request
Output and Produce
Produce and Merge