Entering Deals in LoneWolf

Pre-Requisites

The HubSpot task "Update Deal in LoneWolf" is the trigger for everything in this SOP. Before proceeding, confirm the following are complete:

• Deal paperwork received via deal submission
• Dates and signatures verified; documents saved to the drive
• HubSpot ticket updated to In Progress with appropriate dropdowns selected
• All preceding HubSpot tasks completed — "Update Deal in LoneWolf" should be the active task before opening LoneWolf

Step-by-Step Instructions

1. Log Into LoneWolf

1. Open the LoneWolf program from the desktop
2. Enter your user-specific password
3. On the next screen, enter your Username and Password → click OK

1. In the left menu, click 2.1 – Trades
2. At the bottom center of the screen, click Quick Add
   
   

3. Create the Trade Record

1. A prompt will ask: "Is this new trade from a listing?"
   • Selling side → Select No (opens a blank record)
   • Listing side → Select Yes → Search for the listing address → Select it → Click OK (opens a pre-populated record)
2. Using the Transaction paperwork, fill in the following fields:
   
   
   
   

1. Click OK → You will be brought to the full deal screen with 3 tabs: Key Info, People, and Outside Brokers (Ignore this last tab for now)

4. Key Info Tab

1. Review and confirm the following are accurate:
   • Offer date, firm date, and close date
   • Price, type, classification, and address
2. Note: If the deal is firm, the firm date auto-populates. If conditional, inputting conditions in the next step will adjust the firm date automatically.
3. Near the bottom of the Key Info tab → Under Conditions, click Add
   • Type in the condition or select from the dropdown
   • Enter the date by which the condition must be fulfilled per the offer paperwork Schedule A/B
4. Click File Requirements (beside Conditions)
   • Review all paperwork received
   • Check off only what has been received
   • If any paperwork is missing → email the agent listing what still needs to be submitted
5. Locate the "Add Trade # to HubSpot" checkbox
   • Copy the Trade # from the top of the record
   • Paste it in front of the deal folder name in the Google drive
   • Also add it to the deal in HubSpot under Trade Number (left side, midway down)
   • Check off this task once complete

5. People Tab

1. If there are additional Buyers or Sellers:
   • Click Add → Select the appropriate side (Buyer/Seller) → Enter first and last name
2. For resale deals — complete FINTRAC for our side's clients:
   • Confirm FINTRAC documents are on file
   • Fill in: Birth Date, ID #, ID Expiry, Type of ID, Place of Issue, Occupation
   • Select the FINTRAC Required button → Click the FINTRAC button
   • If prompted about past client check → Click Yes
   • Open the Consolidated Canadian Autonomous Sanctions List and confirm the client is not listed
     • If found on the list → Notify a manager immediately
     • If not found → Check off all boxes, set risk level to Low → Click OK (box turns green) → Click OK again
       
3. If FINTRAC paperwork has not yet been submitted: Leave this section incomplete and return to update once the agent submits it.
   
   
   

6. Finalize & Save

1. Review all deal information one final time for accuracy
2. Click Store (bottom left) to save the record

7. Wrap Up in HubSpot

1. Return to HubSpot and complete any remaining tasks
2. Continue tracking missing paperwork — return to the deal in LoneWolf to check off documents in File Requirements as they are received, until all paperwork is fully submitted
3. Mark the "Update Deal in LoneWolf" task as complete in HubSpot once deal has been added and stored in LoneWolf

Quick Reference – Key Reminders