Deal Process - NEW 2025

1. Agent Submits Deal

• Rego Team → via email to office

• Yorkville Branch → via  Form

• Hamilton Branch → via Form

• Port Severn Branch → via Form

• Kitchener Branch → via Form 

2. Form Submission → Office Dashboard

• Submission is automatically routed to the applicable office.

• Record is created in the HubSpot dashboard.

3. Ticket Assignment to Operations

• The ticket is assigned to the Ops staff in that office.

4. Ticket Setup by Ops

• Ops updates ticket type and classification (based on submission).

• This automatically populates the correct checklist for that deal.

5. Ops Executes Checklist

• Ops checks off completed items.

• Outstanding items remain visible as required tasks.

6. Paperwork Handling

• If paperwork is outstanding but all other tasks are complete:

  • Ensure those tasks are assigned to the agent managing the deal.

7. Assign to Finance

• Once Ops tasks are addressed, the ticket is assigned to Finance.

8. Finance Processing

• Finance completes required tasks.

• If outstanding items remain, ticket stays open and Finance follows up with agent.

• If all Finance tasks are complete (except paperwork), Finance can close the ticket.

9. Closing Date Workflow

• On closing date, a new Finance ticket is automatically generated with required tasks.

• Ticket remains open until all tasks are complete.

• If waiting on information, ticket stays open until resolved.