1. Click settings

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2. Under business, click business settings

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3. Here you can customize your general settings
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4. You can set the default estimated increase for property tax that you wish to appear in your statement of adjustments on every file
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5. Here you can customize your description for the cash shortfall on your trust ledger
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6. You can choose where to display your software transaction fee here, and if you wish to increase or decrease the price you charge your clients
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7. For a purchase, select whether you would like the vendor firm or vendor lawyer as payable to on your trust ledger
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8. Select whether you would like the firm name, lawyer name or office name as payable to, in trust for sale and refinance files

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9. Under LTT & MLTT, you can select where you wish to display amounts and show your MLTT admin fee and customize any additional settings
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10. You can customize your title search settings here and where you would like to display amounts
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11. If there is a title insurance provider your office normally deals with, you can set default provider here and customize any additional settings and display amounts
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12. Select your default IDV provider! If you select Treefort, a $25.00 fee per completed report will be charged and you can select where to display amounts here and any additional settings

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13. If you are using Assyst, you can choose where you would like the Assyst Fees to be displayed and any additional settings
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