Stand Alone Closer
This is where I would go to add in my clients address of service (include the tabs, any sub tabs & anything further)
What is:
Parties > Clients > View Global database
True or False
I start in Closer to open up a file in Closer x LEAP
False! You start in the LEAP matters tab to open up a new file.
I would go here to upload a set of mortgage instructions to be processed through Sync.
What is "Mortgage Inbox"
This Squad is currently fixing any Word issues we have
What is "Squad 1"
PIN Page is an acronym for this.
What is "Property Identification Number"
This postal service is integrating with our address search bar.
What is Canada Post
Yes or No
I can send out documents that need to be signed to my client directly from Closer.
False! You can however, email you client to send documents to sign via LEAP.
True or False
Sync will talk to the lenders for me!
False! Sync will send your RFF and Final report but all correspondence with the lender needs to be done directly by yourself.
I go to this squad for any issues relating to LEAP
Squad 3 "Leap Frogs"
As a clerk, I use this program to register any instruments on title
What is "Teraview"
I would to this tab to manually input a PIN page and Legal description
What is "Property Details" Tab
True or False
I can only export my statement of account back into LEAP.
True!
I've uploaded a private mortgage deal into Sync, will it work?
No! Sync does not run private mortgages, we only support the lenders available to you when uploading.
This squad worked on updating the speed of our calendar
What is "Squad 2"
As a purchaser, the direction re title document does what?
Tells the sellers lawyer how you would like your name on title so they can prepare the transfer as such.
When uploading this document into its designated tab in Closer, it is not supported by AI/OCR Scraping.
What is "Fire Insurance"
Yes or No
If I open a file under the "conveyancing" folder in LEAP, it opens up my file with the Closer tab.
No! The file needs to be opened under "Conveyancing -Closer" for the Closer tab to open.
FIRE ROUND
NAME ME 3 EMAIL BASED LENDERS THAT SYNC SUPPORTS
Desjardins
First National Financial
Home Trust
Manulife
National Bank of Canada
Nesto
TD Broker Channel
I've just done some drop ins and got treats for clients, where am I going to submit my expense report?
What is "Zoho Expense"
I gave my lawyer my health card as a piece of ID and he refused to take it. Why?
Health cards are not a valid piece of ID according to the LSO.
True or False
If I make a change to my clients name in the word document, the Closer add in will change my clients name in Closer for me automatically.
False!
The clients name changed in CLOSER will prompt the add in to make a change to the DOCUMENT.
True or False
LEAP can be accessed through any remote device the same way that stand alone Closer can.
When signing up for Sync, I would go here to get integrated.
What is "Settings > Integrations > Sync"
FIRE ROUND
Name 3 people you could go to if you needed to debrief about your day
Any of us would be more than happy to debrief with you <3
Clerks have until xpm to register a deal but until xpm to close a deal.
What is "5pm" & "6pm". LRO will not allow you to register a deal passed 5pm but money can be exchanges between parties and allow for an "escrow" closing to then have the transfer & charges registered the next business day.