Gaslight Tower 2 Leases - Admin Process

Gaslight Tower 2 Leases - Admin Workflow

Step 1: Credit Check

1. Agent sends rental application and ID's to leasing@regorealty.ca for credit check
2. Leasing admin runs credit check and sends report back to agent
3. Once approved, agent submits leasing form 

Step 2: Prepare Leasing Paperwork

1. A "Task Assigned" email is sent to the leasing admin from HubSpot
   
   
   1. Task: Create Google Drive Folder (if not already done)
   2. Task: Prepare Leasing Paperwork
      
      1. Log into itsorealesate.com 
      2. Select "Tools" → "Webforms 2019"
      3. "Dashboard" → "Impersonate Agent" → Select Jaspreet/Linda (refer to Tracking Spreadsheet to determine which)
      4. Create a new transaction
         • Name: Unit # - 15 Glebe St., Cambridge
         • Template: N. HIP Gaslight Tower 2
         • Add me as the: Neither
         • Select “Use Wizard”
      
      
      
2. Enter transaction details using leasing form
   
   1. Details
      1. Enter address (15 Glebe St. Cambridge, ON N1S 0C3)
   2. Transaction Dates
      1. Contract Date: 1 week prior to creating transaction
      2. Expiry Date: Tenancy start date
   3. Contacts
      1. Enter tenant(s) information
      2. Enter guarantor information (if applicable)
   4. Forms
      1. Residential Tenancy Agreement
         • Add tenant(s) email
         • Enter tenancy start/end date
         • Enter rent amount
         • Enter pro-rated rent (if necessary):

           =(# of days in month - tenancy start date + 1) * total rent/# of days in month 

         • Enter rent and key deposit amounts

Step 3: Create New Authentisign

1. Select forms for signing → "Send To New Authentisign"
   
   
   
2. Add remaining docs
   

   Add Guarantor Agreement if required

3. Add Signers
   
   
   
4. CC Rego Realty Leasing
   
5. Change Landlord's customer signature to "Karen Peebles"
   
6. Click "Layouts" → "Layout Options" → "Apply Layouts"
   
   
   
   
7. Review lease to ensure signature/text blocks are in the correct place
   
   
8. Select “Next” → “Send”

Step 4: Update Tracking Spreadsheet

Step 5: Verify Signing Completion

1. A "Signing Completion" email is sent by Authentisign once all signature have been provided
   
   1. Return to contact page in HubSpot
      1. Task: Upload signed documents to Google Drive Folder
         • Move transaction folder from "In Progress" to "Executed"
      2. Task: Create transaction in WOLFconnect
         • Sell Price: Rent amount
         • Offer Date: Date signed by landlord
         • Close Date: Lease start date
         • Seller: HIP Southworks Inc c/o Y Property Management Inc
         • Buyer: Tenant