FAQ for Elora Mill.
Selections:
1. Send any selections/amendments as per Sally in the Elora DocuSign
2. Once sent, let Sally know and email the client in the Elora email that their documents have been sent for signing.
3. Mark on the Selections Spreadsheet was has been sent
4. Follow-up periodically with cheques and signing.
5. Selections cheque are payable to Elora South Inc.
6. Update selections spreadsheet when docs come back signed and/or cheques are provided
Sending a Deal:
1. Send APS, Receipt, Tarion Receipt, Coop, Customer Service and Working with a Realtor
2. Once sent, email client the 'Agreement is awaiting your signature' email
3. Once signed, start 10-days and provide condominium documents.
4. Keep track of conditional period and firm date in the calendar
5. Notify the client once their deal is firm, and provide cheque dates/mortgage letter instructions.
6. Keep following up for cheques/mortgage letter
7. Mark deal as firm in Deal Portal and update in lonewolf
Cheques:
1. Cheques are payable to McCarter Grespan Beynon Weir PC In Trust
2. When preparing to drop off cheques, please do the following:
i. Prepare a transmittal using the Transmittal Form spreadsheet
ii. Save a copy of the transmittal to My drive > Deals > Elora > Elora Transmittal Sheets
iii. Save file name as todays date
iv. Next, print the first two pages of the APS
v. Print the 'Agreement Summary Form' under My drive > Deals > Elora > Elora and fill out the applicable information from the APS
vi. Attach the agreement summary form, APS, and cheque with a paper clip and write on the envelope:
ATTN CHRIS FORTUNA
ELORA MILL CONDOMINIUMS
3. Cheques can be dropped off at the following Address:
539 Riverbend Drive,
Kitchener, ON N2K 3S3
4. Let Sally know the cheques have been/are being dropped off at the lawyers office.