Rainbow Lake
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      1. Corcoran Horizon Knowledgebase
      2. New Home Operations
      3. Rainbow Lake

      New Deal Process - Rainbow Lake

      Rainbow Lake

      NEW OFFER WORKSHEET RECEIVED 

      1. Receive Worksheet, VOID Cheque & ID's to newhomes@regorealty.ca 
      2. Save Worksheet to Google Drive:
        1. New Homes Deals > Rainbow Lake > Unit # > Unit #-Worksheet
      3. Save VOID Cheque to Google Drive:
        1. New Homes Deals > Rainbow Lake > Unit # > Unit #-VOID CHEQUE
      4. Save ID's to Google Drive:
        1. New Homes Deals > Rainbow Lake > Unit # > Unit #-IDS
      5. Create Sale in Deal Portal
        1. Navigate to Deal Portal
        2. Login with unique credentials
        3. Select Rainbow Lake 
        4. Choose Sales Tab 
        5. Select Add
        6. Select Unit # from dropdown
        7. Select Customers
          1. Fill in details from ID and Worksheet
          2. If the purchaser would like EV Parking, under General > scroll down to Upgrades:
          4. Select 'Parking' from the drop down menu, then select "EV Parking' from the second drop down menu
          5. Hit save
        8. Select Documents
        9. Drag and drop VOID chq and ID's
        10. Save
        11. After saving, the screen will reload
      6. On the Documents tab, press Edit
        1. Download the following and save into Google Drive > New Homes Deals > Rainbow Lake > Unit # > Unit #-APS/FINTRAC1/PEP1:
          1. APS
          2. FINTRAC's (1 per individual)
          3. Politically Exposed FINTRACs (1 per individual)
      7. Prepare DocuSign