9:00am-10:45am

Conveyancing Course

• • Course Expectations & Delivery
  • Introductions

COFFEE BREAK – 10:45am-11:00am

11:00am –12:30pm

• Purchase File
  • Contract Review
• Breakout Rooms
  • In class work – 3 contracts

LUNCH BREAK – 12:30pm-1:00pm

1:00pm – 2:30pm

• Checklist -
  • Intake Form & Retainer
  • Title/Tax Searches/Document Retrieval
  • Strata Requests
  • Plan Search
  • Excess Deposit
• Breakout Rooms
  • In class exercises

COFFEE BREAK – 2:30pm- 2:45pm 

3:00pm -5:00pm

• • Reviewing BSOA
  • Review Adjustments BSOA vs. SSOA
  • Accounts
• Breakout Rooms
  • In-class adjustments exercises

9:00am-11:00am

• Mortgages
  • In depth review of lender instructions
  • Lender Website Review
  • In class mortgages exercise

COFFEE BREAK - 11:00am-11:15am

11:15am-12:30pm

• MyLTSA Review of Web-Filing Forms Registration
  • Form A Transfer
  • Declaration
  • Form B Mortgage
  • LOTR Declaration
  • Property Transfer Tax Form
  • Form C Release
  • Trueing up Documents (Notary Juricert)
  • Review Web packages, LOTR Filing & Pre-Post Searches

LUNCH BREAK – 12:30pm-1:00pm

1:00pm-4:00pm

• Purchase File Opening
• Dye & Durham Training – Jennifer Whiting and Coreen Blackley
  • Inputting Data
  • Generating documents for Buyer Signing & Vendor Documents

4:00pm-5:00pm

• Open Purchase File B in Pro-Suite/E-Convey

9:00am-11:00am

• Sale File
  • Contract Review
  • Checklist
  • Intake Form
  • Payout Requests

COFFEE BREAK - 11:00am-11:15am

11:15am-12:30pm

• SSOA/Order to Pay
  • Review Adjustments
  • Review Vendor Documents
  • Reporting & Holdbacks
• Payout Statements
  • Reading, Calculating & Funds Delivery

LUNCH BREAK – 12:30pm-1:00pm

1:00pm-2:30pm

• Dye & Durham Training – Jennifer Whiting and Correen Blackley
  • Sale File Introduction
  • Data Entry

COFFEE BREAK 2:30pm-2:45pm

2:45pm – 4:00pm

• Open Sale File B in Pro-Suite/E-Convey

4:00pm – 4:30pm

• General Review (Open Floor)
• Weekend Homework Assignment

9:00am-11:00am

• Review Homework

COFFEE BREAK - 11:00am-11:15am

11:15am-12:30pm

• Writing Cheques
• Reporting Letters
  • Seller Rep
  • Buyer/Seller
  • Realty offices
• Final Report to Lenders
• Abeyance
  • Diarize follow-ups
  • Holdbacks

LUNCH BREAK – 12:30pm-1:00pm

1:00pm-Break Out Rooms & In-class Assignment

1:30pm-2:15pm

• Open New Sale File D
  • Intake
  • Checklist
  • Pro-Suite

COFFEE BREAK 2:15pm-2:30pm

2:30pm-2:45pm

• Review & Questions

2:45pm-4:30pm

• Open Purchase File D
  • Intake
  • Checklist
  • Pro-Suite

4:30pm-5:00pm

• Review & Questions
• Homework

Evaluation Day

9:00am-11:30am (Break Discretionary)

• • Students create a new sale file
  • Dye & Durham support

LUNCH BREAK -11:30-12:15pm

12:15pm-4:00pm (Break Discretionary)

• • Students create a new purchase file
  • Dye & Durham support

4:00pm-5:00pm           

• Questions & Answers
• Wrap-Up Presentation