Before emailing the client that their deal is firm, please check the following:
1. They have submitted a void cheque
2. The void cheque details match what is on the EFT Schedule on their APS (This is CRUCIAL - The lawyers office will reject if this is not correct and we will have to go back and do an amendment). Note that if the name the APS is in is different than the account holder, the account holder has to to sign the 'Name of Account Holder if different from purchaser' section:
3. If the APS or account holder is a CORPORATION, please ensure they have signed the EFT as follows:
**IF THEY ARE USING CHEQUES, PLEASE PROVIDE ALL DEPOSIT DETAILS TO PURCHASERS IN YOUR EMAIL (CHEQUE DATES, PAYABLE TO, OFFICE ADDRESS/HOURS SO THEY CAN DROP THEM OFF ETC) IN YOUR FIRM EMAIL. SNOOZE FOR FOLLOW-UP IF WE HAVE NOT RECEIVED**
4. If the above is correct/has been done, you can email the clients the 'Queensland Condominiums - Firm Deal' email template. Ensure to attach the Queensland mortgage package to this email.
5. Once the clients have been emailed, go to Deal Portal and mark the unit as 'Firm' in the Matrix:
Then click next and hit 'Save Changes'.
6. While in Deal Portal, navigate back to the 'Sales' Section, select the unit you are doing the firm process for and ensure that all SIGNED documents have been added into the documents section:
-APS
-Void cheques
-Fintracs
-Incentives/rental contract/amendments
-IDs (passport & DLs)
-Executed coop agreements
-Note: OREA forms do not go in here.
Drag and drop any missing documents.
7. Next, add the unit or update the unit status to the 'Queensland Condominiums' spreadsheet in the 'New Homes Master Tracker'. This information can be found in Deal Portal and the corresponding google drive file
8. Lastly, add the deal into WolfConnect
a. Put the Listing Agent as 'NewHomes' and leave commission as 0 (Accounting will edit this as we do not know what listing agents are paid)
b. Closing Date - put as the first date noted on the Tarion Schedule in the APS (January 2025)
c. Offer Date - put as the firm date
9. If the deal has a REGO agent as the co-op agent, enter the deal in HubSpot.
a. Put the address as 30 Queensland Road, Stratford, Ontario Suite ___
b. Follow this document for further instructions: