Gaslight - DocuSign Process

1. Navigate to https://docusign.com and login:

1. 1. Username: newhomes@regorealty.ca
   2. Password:
2. Click New > Send an Envelope

 

1. 1. Upload Pre-Filled Documents from Deal Portal 
      i. APS 
      ii. Confirmation of Co-operation, Buyer Rep, WWR (if applicable, only used when Rego agent represents the buyer)
      iii. Cooperating Agreement (If applicable - listings agents for project do NOT receive this agreement as they do not get cooperating commission. Jim and Danezra are examples)
      iii. Fintracs/PEPs, 
      iv. Assignment amendment
      v. Receipt
      vi. Broker Cooperating Agreement
   3. Select Template: Gaslight_Sales Documents_Suite
      i. The Template should automatically pop-up like the below screenshot:

ii. However, if it does not automatically pop-up; you can select the dots located on the APS document and hit Apply Templates

iii. Select the desired template and click 'Apply Selected'

c. Enter the purchaser's name and email address from the worksheet in the designated purchaser fields

• Remove any additional purchaser fields that are not required by clicking the garbage can (example: only 1 purchaser on the worksheet, therefore purchaser 2 + 3 can be deleted).
• Fill in the cooperating agent's details in the 'Agent' Box as they will need to sign the cooperating agreement.
• The executor for West Peak will be Jennifer Rose (jennifer@regorealty.ca).

d. Kindly ensure the documents are uploaded in the following order:

i. APS

ii. Tarion Receipt

iii. Receipt

iv. Cooperating Agreement

v. Add the Suite number to the Email Subject and add your name at the bottom of the Email Message

f. Once all documents are added and the template is applied, click 'Next'

3. APS

a. Ensure all initials and signatures are placed IN THE CORRECT ORDER (E.g. purchaser name matches where that purchaser is signing)

NOTE: If the APS is in a corporation name, please set up all signing lines like the following:

4. Tarion Receipt

i. Ensure all purchasers names and unit number has loaded from Deal Portal. Add via textbox if necessary

ii. Leave deposit date blank - this will be filled out when you receive deposit cheques of at least $20,000.00. Date this for whatever day the cheque is dated that meets the $20,000.00 deposit minimum.

iii. Have all purchasers sign under the Purchaser section

vi. Jennifer to sign and date under Vendor portion

5. Receipt 

i. Purchasers to sign on designated signing lines

ii. Leave the 'Dated' line BLANK - this will be filled out the day you start their conditional period

6. Cooperating Agreement

a. Place text boxes for the cooperating agent to fill out all details

i. Have them sign, date and print their name on the bottom section of first page

ii. Jennifer to sign on Vendor line

b. Agent to sign 'Registered Salesperson' line on second page

i. Jennifer to sign Vendor line on second page

7. Prior to hitting send, verify all initials, signatures and date signed have been placed, and verify that all purchasers and agent are listed as '1' in the signing order, and that the executor is LAST. Then, hit send. 

8. Send 'Agreement is awaiting your signature' to purchaser(s) and coop agent to let them know that the agreement has been sent.