DID YOU KNOW that the econveyancePro contact library has several great new features!
- View public library entries
- Verify name feature eliminates the creation of duplicate entries
- Enter multiple addresses for a contact
- Add notes to any contact
Click here for more detailed information on how to create, view and manage library entries.
UPDATES:
Library Lookups
In our ongoing efforts to maintain the public library and make it easier to use, we have made a couple of changes.
- When looking up a lawyer or notary, the name of the firm will now be displayed directly to the right of the individual’s name.
- Many lawyer and notary firms have offices in more than one location. We refer to this as “branch offices”. When looking up a lawyer or notary at a firm that has branch offices, you will now see the words multiple addresses available where the address would normally be displayed. Once you select the lawyer or notary, you will be presented with a list of available branches to choose from. Selecting the appropriate branch will ensure all correspondence is directed to the correct address.
Multiple Lenders On One Mortgage
It is now simpler than ever to create a mortgage with multiple lenders. Save & New Individual Lender and Save & New Corporate Lender links have been added to the individual and corporate lender screens. The copy address feature has also been added.
Guarantors
The copy address feature has been added to the guarantor screen when using the Save & New Individual Guarantor and Save & New Corporate Guarantor links.
GST on Purchase Price Editable
Some of you have indicated there are circumstances where the GST and GST rebate on the purchase price must be edited by you. These fields are now editable. If edits are made, the calculation preview will set out that the user has altered the calculations completed by econveyance.
Number of Files Displayed on File List
In a recent update, we added the ability for you to set the number of files that appear per page on your file lists. We received feedback that you would like the option to set this permanently. To facilitate this we have added an option to the User profile called Default Rows Per Page for File List. Each time you access your file list, the number of files displayed will be based upon this setting.
Transfer and Mortgage Registration Tabs
Many of you may not be aware that it is not necessary to complete the transfer and mortgage registration dates if these dates are the same as the completion date on your file. As a reminder of this, we have added the words “if different than completion date” to these fields.
Strata Management Companies
It seems that more and more real estate companies are also strata management companies. When using the library to look up a strata management company, both real estate and strata management companies that match your search criteria will be displayed.
BUG FIXES:
The following bugs have now been resolved:
- Duplicate entries on accounting documents
- Entering a file from the file list or search results was not displaying the transaction screen in edit mode
- Lender name not appearing on file list or in current file section
If you have any questions or comments, please call us at the very helpful desk at 866.326.6839!
- Cathy G.

