How to Set Up Titles in a Condominium Transform

Once all of the units have been entered into the Condo Units grid, you can begin the setup of the unit titles.

All types of units must initially be set up in the name of the current registered owner of the source parcel(s). Although you have several options for setting up titles (individually, identically or using current information), it is often easiest to set up the parcels identically. This is because this type of setup allows more than one unit to be selected for setup at one time. The information entered, such as the title value and conditions, is applied to all setups selected and can be edited on each title. This is called a bulk setup.

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Option 1:  If you have a combination of residential units and parking units, you may choose to do the residential units as one bulk setup and then parking units as a second bulk setup. All the units in a bulk setup will have the same information. If the units have many different values, it may be best to leave that portion of the bulk setup blank and go back to enter the title value in each individual setup.

Option 2:  You could also complete the title value field while completing the first unit setup for the bulk setup, and then open each setup that has a different value and change it. The disadvantage to this approach is that if you have a large number of setups, you may inadvertently miss one when you are going back to amend title values. If a title value is left blank, an error will be generated upon validation.

Option 3:  Another option might be to set up all the units as one bulk setup, and then go back and open each setup to enter the information that is different for each unit, such as the new title value.

Option 4:  A fourth option to set up the unit titles using current information. Certain pieces of information will be carried forward from the source parcel(s), but other information, such as title value and conditions, will not.

Option 5:  The final option would be to setup each unit individually, but that is very time consuming if you have a large condominium plan to set up.

Step 1: Steps for Option 1

In this scenario, there will be 10 residential units and they will be setup all the same. They will all have the same title value.

Select the checkbox preceding the new target parcel in the section of the TAC.



Click the Select All button in the Condo Units grid. This will select each unit number listed in the Condo Units grid.



Scroll down and click the Setup parcels identically radio button.



This will allow you to use the same setup data for selected new parcels. This means that you only need to enter the setup data once and the system will ensure that the same data is used for all selected parcels.

Click the Begin Setup button.  The system will display the New Parcel Setup screen. The Bulk Setup option will be chosen from the Select New Parcel dropdown by default.



The screen will also display the condominium units that were selected to be set up identically, and will list them as a group. This is known as a bulk setup.

The information entered in the first setup will be applied to all the units that were selected. Once the information is entered into the initial setup and the Save button is selected, the units will be distinguishable from each other. Each will have a different unit number.

The source parcel(s) that has been surrendered in favour of the new target parcel for the bulk setup will also be shown.

Continue to the How to Complete the Ownership Section help page.

Step 2: Steps for Option 2

In this scenario, there will be 10 residential units, all with the same unit factor and title value, and 10 parking units. Each parking unit will link to one of the residential units. The parking units will have a different unit factor and title value than the residential units.

If you have a combination of residential units and parking units, you may choose to do the residential units as one bulk setup and then parking units as a second bulk setup. All the units in a bulk setup will have the same information.

If the units have many different values, it may be best to leave that portion of the bulk setup blank and go back to enter the title value in each individual setup. See the section on How to Edit Unit Setups.

After entering all of the residential units and parking units in the Condo Units grid, take the following steps:

Select the checkbox preceding the new target parcel in the New Parcel(s) section of the TAC.



Select each of the residential units that are to be set up. You can do so by clicking the Select All button in the top left hand corner of the Condo Units grid and then either deselecting all the parking unit checkboxes or selecting the checkbox for each residential unit individually.



Use the white scroll bar on the right hand side of the Condo Units grid to view all units in the grid.

Click the Setup parcels identically radio button.



Click the Begin Setup button. The New Parcel Setup screen will display, with Bulk Setup showing in the Select New Parcel dropdown menu.



The screen will also display the condominium units that you chose to have set up identically, and will list them as a group. This is known as a bulk setup.

The information entered in the first setup will be applied to all the units that were selected. Once the information is entered into the initial setup and the Save button is selected, the units will be distinguishable from each other. Each one will have a different unit number.

The screen will also show the source parcel(s) that has been surrendered in favour of the new target parcel for the bulk setup.

Select the New Owner(s) radio button.

Fill in the Fractional Title Share and the New Title Value fields, as well as the Owner 1 section. Ensure you have selected the appropriate Conditions option (the step-by-step instructions for these actions are located in the How to Complete the Ownership Section and How to Complete the Conditions of Registration help pages).

Click the Save button.

Scroll back up to the Select New Parcel dropdown in the New Parcel Setup section. Each condominium unit will be easily identifiable so that if you have to go in and change any information such as the title value, it will be easy to do so.



Once you have saved, scroll back to the TAC near the top of the screen. The setups that were part of the bulk setup will display in the Setup Item(s) column.



Re-select the target parcel checkbox.

Select the parking units that will be part of the bulk setup. Again, you can click the Select All button and deselect all the residential units or select each of the parking units separately.



Use the white scroll bar on the right hand side of the Condo Units grid to view all units in the grid.

Click the Setup parcels identically radio button.



Click the Begin Setup button. The system will display the New Parcel Setup section, with Bulk Setup showing in the Select New Parcel dropdown menu.



Now, for the parking units, fill in the Fractional Title Share and the New Title Value fields, as well as the Owner 1 section. Ensure you have selected the appropriate Conditions option (the step-by-step instructions for these actions are located in the How to Complete the Ownership Section and How to Complete the Conditions of Registration help pages).

Click the Save button. The parking units you chose to set up identically within the bulk setup will be split into the corresponding parking units.



Once you have saved, scroll back to the TAC near the top of the screen. The parking setups that were part of the bulk setup will display in the Setup Item(s) column, along with the residential units previously set up.

Continue to the How to Manage Authorizations and Attachments help page.

Step 3: Steps for Option 3

The third option is set up all the residential and parking units (if applicable) as a bulk setup, but not enter a title value for any of the units (or, alternatively, enter the same value for all units). Either way, you will need to go into each residential and parking unit and enter or change the value in the New Title Value field. Once the information in the initial setup is entered and the Save button selected, the units will split apart to individual units. You can then open each unit setup and enter or edit any information.

After entering all of the residential units and parking units in the Condo Units grid:

Select the checkbox preceding the new target parcel in the New Parcel(s) section of the TAC.



Click Select All button in the top left-hand corner of the Condo Units grid. This will select all units in the grid.



Use the white scroll bar on the right hand side of the Condo Units grid to view all units in the grid.

Click the Setup parcels identically radio button.



Click the Begin Setup button. The New Parcel Setup screen will display, with Bulk Setup showing in the Select New Parcel dropdown menu.



Fill in the Fractional Title Share and the New Title Value fields, as well as the Owner 1 section. Ensure you have selected the appropriate Conditions option (the step-by-step instructions for these actions are located in the How to Complete the Ownership Section and How to Complete the Conditions of Registration help pages).

Click the Save button. The bulk setup will be split into the corresponding units.

Now that the units have been saved, all the units will display in the Select New Parcel dropdown menu.



As each unit is now a separate setup, you can now open each one individually. Each setup will display the information entered during the bulk setup. If a field has been left blank, or if there is incorrect information in the field, you can make corrections at this point.

Step 4: Steps for Option 4

In this scenario, the ownership of the new units will be set up using current information from the source parcel. Certain pieces of information will be carried forward from the source parcel(s), but other information, such as title value and conditions, will not.

All units in the Condo Unit grid will be chosen and the Setup parcels using current information button will be clicked. This will set up each of the new units with the owner(s) of the source parcel. All information will carry forward except the title value and the conditions.

To set up ownership this way:

Select the checkbox preceding the new target parcel in the New Parcel(s) section of the TAC.



Click Select All button in the top left-hand corner of the Condo Units grid. This will select all units in the grid.



Use the white scroll bar on the right hand side of the Condo Units grid to view all units in the grid.

Click the Setup parcels using current information radio button.



Click the Begin Setup button. The system will display the New Parcel Setup section.

Select a unit to edit.



The ownership structure of the source parcel(s) will display.



The Fractional Title Share field in the Title 1 section will be populated.



The New Title Value field will be blank.

The Owners section will be populated with the owners of the source parcel(s).



Note:  The image above is a sample from our testing environment and may not reflect the actual information you will see in a condominium setup.

The conditions will not be selected.

Enter the title value in the New Title Value field.



Choose the radio button that corresponds to the condition you wish to use.



Click the Save button.

Scroll up to the Select New Parcel field.

Choose the next unit in the list and fill in the title value and the conditions.

Click the Save button after you make changes to each setup. See the How to Edit Unit Setups section for details.

Once all setups have been completed, continue to the How to Manage Authorizations and Attachments help pages.

Step 5: Steps for Option 5

In this scenario, each unit, whether residential or parking, will be set up individually. There are two methods you can use for individual setups.

One is to use a bulk setup, but to click the Setup Selected Parcel Individually button instead of completing the first setup. The bulk setup will become separate setups, and you will be able to open each setup and enter the information.

The second is to select one unit at time in the Condo Units grid, and then click the Setup Parcels Individually button and complete the setup for that unit. Each unit in the grid will have to be completed in this way.


Method 1
After entering all of the residential units and parking units in the Condo Units grid:

Select the checkbox preceding the new target parcel in the New Parcel(s) section of the TAC.



Click the Select All button in the top left-hand corner of the Condo Units grid. This will select all units in the grid.



Use the white scroll bar on the right hand side of the Condo Units grid to view all units in the grid.

Click the Setup parcels identically radio button.



Click the Begin Setup button. The New Parcel Setup section will display, with Bulk Setup showing in the Select New Parcel dropdown menu.



Click the Setup Selected Parcel Individually button. This button is located beneath the Parcels included in this bulk setup list.



Once this button is clicked, the bulk setup splits into separate units. Choose the first setup from the list. You will have to enter all information required for this setup and each subsequent one.



Enter all information required for each setup. Refer to the How to Complete the Ownership Section and How to Complete the Conditions of Registration help pages for step-by-step instructions.

Click the Save button after each unit has been set up.

Once all setups have been completed, continue to the How to Manage Authorizations and Attachments help page. 


Method 2
After entering all of the residential units and parking units in the Condo Units grid:

Select the checkbox preceding the new target parcel in the New Parcel(s) section of the TAC.



Click the checkbox for the unit that is to be setup in the Condo Units grid.



Use the white scroll bar on the right hand side of the Condo Units grid to view all units in the grid.

Click the Setup parcels individually radio button.



Click the Begin Setup button. The unit selected will display in the Select New Parcel dropdown list. As it is the first unit being setup, it will be the only unit in the dropdown list.



Continue and complete all required information for this setup. Refer to the How to Complete the Ownership Section and How to Complete the Conditions of Registration for step-by-step instructions.

Click the Save button once all the information is entered in the setup.

Scroll back up to the up to the TAC and re-select the new target parcel checkbox.

Click the checkbox for the next unit that is to be set up in the Condo Units grid.



Click the Setup parcels individually radio button.



Click the Begin Setup button. The unit selected will display in the Select New Parcel dropdown list. It will display along with the first unit setup.



Continue and complete all required information for this setup. Refer to the How to Complete the Ownership Section and How to Complete the Conditions of Registration help pages for step-by-step instructions.

Click the Save button once all the information is entered in the setup.

Continue this process until all units are set up.