Table of Contents | Index | Search

• About Assyst Real Estate
• Accessing Assyst Real Estate 
  • Quick Accesses to Assyst Real Estate
    • Adding the Assyst Real Estate Shortcut to Your Desktop
    • Adding the Assyst Real Estate link to Your Internet Favorite 
  • Setting Up Assyst Real Estate
    • Recommended Configuration
    • Checking minimum system requirements
    • Verifying the Internet Explorer Version
    • Modifying the Internet Explorer Security
  • Logging in to Assyst Real Estate
    • Selecting the Login Language
    • First Login, new User
      • Enroll in Assyst Real Estate
    • Logging in to Assyst Real Estate
    • Forgot Password?
    • Password Expiration
    • Accepting the Agreement
• Getting Started with Assyst Real Estate
  • Discovering the Interface
    • Application Header and Navigation Bar
      • Hide or display File List sidebar
      • Consulting the Messages from Assyst Real Estate
        • Automatic Reception
        • Consulting the Archived Messages 
      • Selecting the Language
      • Closing a Session
    • Files information details
      • File identification
      • Application buttons
      • Tabs
      • General information
      • Understanding File Statuses
        • Follow the status of the files
    • Main page content
    • Completing the File Information
      • Particular Remarks
      • Mortgage Security
      • Borrower(s) 
        • Switch to Guarantor / Borrower
      • Current Registered Owner
        • Add a Current Registered Owner
      • Property(ies) 
      • Legal Description
        • Add a lot
        • Registration
      • Loan and Frequency
      • Funding date and other dates
    • List of Files
      • New Files
      • Current Files
      • Create a new file
      • Files search
      • Refresh the files list
      • Files group
      • Files sort
      • Files sharing
• Managing Your Profile
  • Access your Settings and profile
  • Settings
    • Alerts
    • Payment information
    • Out of office notifications
    • Password
  • My profile
  • Trust accounts
    • Completing your funding information
    • Add Trust accounts
    • Selecting the Financial Institution 
  • Sharing Your Files (Legal counsels only)
    • Sharing Files with Legal Assistants
    • Sharing Files with Legal Counsels
    • Adding Legal Counsels (Legal Assistants only)
    • Removing Sharing Files
  • Service agreements
  • Transaction report 
    • About Transaction reports 
    • Creating a Transaction report
    • Description of a Transaction report
  • Security
    • Add your Security questions
    • Edit your Security questions
• Processing New Files
  • About New Files
  • Accepting New Files 
    • Credit Card surcharge
    • Confirming the Payment
    • Viewing the Invoice and Accessing the File
    • Consulting the Documents Automatically Generated
  • Transferring New Files
    • Search a Legal Counsel
  • Refusing New Files
• Processing Current Files
  • About Current Files
  • Using the File Functions
    • Grouping Files
      • Displaying the Financial Institution Files 
    • Refresh the Files list
    • Sorting Files
    • Selecting Files
    • Creating a file 
      • Why create a file
      • How create a file
      • Description of a created file
    • Working with Notes
      • See File's notes
      • Consulting Notes
        • Displaying all notes
        • Printing all notes
      • Marking a note as read
      • Adding Notes
      • Sending a note to the lender
      • Modifying Notes
    • Transferring Files
    • Searching for Files
      • Quick Search
      • Advanced Search
    • Closing Files
    • Printing File information
• Working with Documents
  • About Documents
  • Organization of the files list
  • Documents toolbar
  • Displaying Generated Documents 
  • View Documents of a file
  • Generating Documents
    • Colored Texts in Documents
    • Filling forms in PDF documents
  • Signing Documents
    • Signing PDF Documents if you use Google Chrome or Microsoft Edge
  • Registering Online Documents (BC only) 
  • Deleting Documents 
  • Download documents
  • Upload documents
• Discharge Solution
  • Accessing Discharge main page
  • Discharge main page
  • Add a new discharge request
    • Select lender
      • Discharge information
      • Reason for payout statement
    • Property identification
      • Add an additional Property ID
    • Mortgage details
      • Add a Mortgage registration
      • Add an Associated registration
    • Add current owner
      • Add additional current owner
      • Add Corporate current owner
  • Completing the steps and follow up Status 
    • Payout Request Sent 
    • Certified Payout Statement Received 
    • Reimbursement 
      • No Outstanding Balance
      • Money Sent Manually 
    • Authorization to Discharge Received
    • Discharge Registered
• Tasks
  • Reminders
  • Assigned Tasks