How do I prepare lender documents in Prolegis?

We’d like to introduce you to the cutting edge PDF Filler.

Complete lender documents and most other PDFs using Prolegis’ PDF Filler

• Use information from your real estate transaction to complete a PDF using a quick search, intuitive menu structure and drag and drop formattable fields

• Easily and accurately place information within the PDF using guidelines for precise placement

• Apply templates to PDFs to auto-fill the PDFs with relevant information

• Create and edit your own auto-fill templates

Access PDF Filler to complete Lender Documents from Actions > New Mortgages 

or to complete any PDF uploaded to Prolegis from Actions > Documents 

Prepare Lender Documents - Unique Steps

1. Select which lender you will be preparing documents for (allows for multiple lenders on one real estate transactions)

2. Select upload or select to either

1. Upload the lender PDF you want to prepare

2. Select from the Prolegis library of lender PDFs

3. See a list of the lender PDFs that have been prepared

4. Mark the lender complete once PDFs have been prepared

5. Click to upload / select the PDF and begin Filling the PDF

The following applies to ALL PDFs completed by the PDF Filler

1. Select how you would like the PDF filled. If either you or Prolegis have seen the PDF before, you can select a template of how the PDF will be filled. For example, create a template when there are 3 signers or when dower applies.

2. See how the template will look with the applied template or click to edit the template

3. Click Generate Document to apply the template to the PDF.

If editing the template

1. Change the template you are editing (if there are multiple templates)

2. Type to search for information in Prolegis. As you type, the fields that are applicable to your search prompt will automatically appear below the field search bar. Drag and drop fields from this menu onto the template

3. A visual representation of the template.

4. Options for formatting the fields you place on the template. Change the font type, size and colour, and select options that allow you to resize the field boxes.

5. Click continue to return to the Generate PDF screen. NOTE Continue does not save the PDF, you need to click Continue then select how the PDF will be generated to save the work completed on the PDF.

Drag and drop Prolegis fields

Drag and drop custom fields

Change the formatting on a field

Generate a PDF

Create, Overwrite and Generate a Document

1. If you’ve added new fields to a PDF and would like to create a template for future use, click Create new template and insert a template name

2. If you’ve modified an existing template and want to save the changes, click Overwrite Firm Template

3. If you are happy with field placement and do not need to save as a template for future use or the template is already working as expected, click Generate document only (this is the default option)

4. Click Generate document to create the template (if applicable) and produce the PDF.