--- title: Deal Process - NEW 2025 description: Process for the Deals --- [Skip to content](https://info.regoteam.com/knowledge/dealprocess#main-content) English Show submenu for translations ![Untitled design (1)-4.png\]](https://info.regoteam.com/hs-fs/hubfs/Untitled%20design%20(1)-4.png?height=40&name=Untitled%20design%20(1)-4.png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Corcoran Horizon Knowledgebase](https://info.regoteam.com/knowledge?hsLang=en) 2. [Resale Operations](https://info.regoteam.com/knowledge/resale-operations?hsLang=en) # Deal Process - NEW 2025 ### **1. Agent Submits Deal** - **Rego Team** → via [Form](https://share.hsforms.com/1y0WOqYHoQNSlTXWi9ROrlw1ig2u) - **Yorkville Branch** → via [Form](https://share.hsforms.com/1yt_FsKUGT9itPu1Tl_7XEw1ig2u) - **Hamilton Branch** → via [Form](https://share.hsforms.com/11CaIe4gJT4yVxOslo3clzA1ig2u) - **Port Severn Branch** → via [Form](https://share.hsforms.com/1c3e-QzQXRF6MgpxH1YkwtQ1ig2u) - **Kitchener Branch** → via [Form](https://share.hsforms.com/1m2vpUznxQmSHCiOCFipLJw1ig2u) --- ### **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**: --- ### **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**. - [Resale Operations](https://info.regoteam.com/knowledge/resale-operations?hsLang=en#main-content) - [Agent Support](https://info.regoteam.com/knowledge/resale-operations?hsLang=en#agent-support) - [Listing Coordinator](https://info.regoteam.com/knowledge/resale-operations?hsLang=en#listing-coordinator) - [Deal Coordinator](https://info.regoteam.com/knowledge/resale-operations?hsLang=en#deal-coordinator) - [Leases](https://info.regoteam.com/knowledge/resale-operations?hsLang=en#leases) - [Sales](https://info.regoteam.com/knowledge/sales?hsLang=en#main-content) - [Investment Division](https://info.regoteam.com/knowledge/sales?hsLang=en#investment-division) - [ISA](https://info.regoteam.com/knowledge/sales?hsLang=en#isa) - [B2C](https://info.regoteam.com/knowledge/sales?hsLang=en#b2c) - [Listings](https://info.regoteam.com/knowledge/sales?hsLang=en#listings) - [Leases](https://info.regoteam.com/knowledge/sales?hsLang=en#leases) - [New Homes](https://info.regoteam.com/knowledge/sales?hsLang=en#new-homes) - [New Home Operations](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#main-content) - [Project Guide](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#project-guide) - [Sales Centre](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#sales-centre) - [HubSpot](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#hubspot) - [Rainbow Lake](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#rainbow-lake) - [Strata](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#strata) - [West Peak](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#west-peak) - [Elevate](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#elevate) - [Elora](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#elora) - [Gaslight](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#gaslight) - [Bright](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#bright) - [Young Condos](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#young-condos) - [South Point](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#south-point) - [Creekside Trail](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#creekside-trail) - [Havn](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#havn) - [Queensland Condominiums](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#queensland-condominiums) - [Westwood](https://info.regoteam.com/knowledge/new-home-operations?hsLang=en#westwood) - [Marketing](https://info.regoteam.com/knowledge/marketing?hsLang=en#main-content) - [Social Media](https://info.regoteam.com/knowledge/marketing?hsLang=en#social-media) - [Print](https://info.regoteam.com/knowledge/marketing?hsLang=en#print) - [Email](https://info.regoteam.com/knowledge/marketing?hsLang=en#email) - [Finance](https://info.regoteam.com/knowledge/finance?hsLang=en#main-content) - [Transaction](https://info.regoteam.com/knowledge/finance?hsLang=en#transaction) - [General](https://info.regoteam.com/knowledge/finance?hsLang=en#general) - [Innovation & Technology](https://info.regoteam.com/knowledge/innovation-technology?hsLang=en#main-content) - [Rego Realty App](https://info.regoteam.com/knowledge/innovation-technology?hsLang=en#rego-realty-app) - [People & Culture](https://info.regoteam.com/knowledge/people-culture?hsLang=en#main-content) - [Job Roles](https://info.regoteam.com/knowledge/people-culture?hsLang=en#job-roles) - [Policies](https://info.regoteam.com/knowledge/people-culture?hsLang=en#policies) - [Programs](https://info.regoteam.com/knowledge/people-culture?hsLang=en#programs) - [Onboarding](https://info.regoteam.com/knowledge/people-culture?hsLang=en#onboarding) - [Offboarding](https://info.regoteam.com/knowledge/people-culture?hsLang=en#offboarding) - [Recruiting](https://info.regoteam.com/knowledge/people-culture?hsLang=en#recruiting) - [ISA](https://info.regoteam.com/knowledge/isa?hsLang=en) - [Yorkville Office](https://info.regoteam.com/knowledge/yorkville-office?hsLang=en) - [Events](https://info.regoteam.com/knowledge/events?hsLang=en) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://info.regoteam.com/hs-fs/hubfs/Rego_Realty_Logo_Main-1.png?width=38&height=24&name=Rego_Realty_Logo_Main-1.png "Chill listening crop-3")](http://Logo) Copyright © 2026, Corcoran Horizon Realty