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      Activa Process (Havn)

      Guide for an Activa Project

      Once sale is entered on Salefish by Nick or Jim:

      1. Click on Sale list, then select ‘Sale Sheet’ for that specific unit
      2. Scroll down to Digital Documents; and click

      If they have not signed APS already in person:

      1. Click ‘+’ on the Main envelope, then hit ‘send signing request email’ (confirm it has been sent)

      If they have signed APS in person, they will still need Condo Docs with the receipt sent via email, but no second APS

      1. Click add envelope and select Condo Docs
      2. Click the ‘+’
      3. Click ‘send signing request email’ again, (confirm it has been sent)

      After both APS and Condo Docs have been sent for signature

      1. Send ‘Awaiting your Agreement’ email (template is available) (cc Jim or Nick)
      2. Make note on Daily News that the sale is pending

      Confirmation of Co-op:

      1. If signed in person by clients, upload then DocuSign to Agent
      2. Manually send via manual document upload envelope on salefish if they have a virtual appointment; then DocuSign to Agent
      3. Have Nicole + Annie as “Receives Copy” on DocuSign to Agent

      Once APS + Condo Docs are fully executed by Geoff:

      1. Save to file (see below for page numbers)
      • 1-62 APS
      • 63-66 Fintrac 1
      • 67-70 Fintrac 2 (if second purchaser)
      • 71-74 Fintrac 3 (if third purchaser)
      • 79 Homeowner Acknowledgment
      • 80-81 Receipt
      • 82-83 Worksheet
      1. Send ‘Executed Agreement’ email (template is available)

      When the deal is FIRM:

      1. Click Add envelope, then click ‘Waiver’ (contains Tarion Receipt)
      2. Click ‘send signing request email’, confirm that it is sent
      3. **DocuSign Tarion to 3rd or 4th purchaser, only two spots to sign on Salefish**
      4. Save to file once fully executed
      5. Send ‘Firm Deal’ email (Template is available)

      First Time Buyer Incentive:

      1. Edit deposit structure in backend before signing
      2. First Time buyers do not require the 50,000 within 10 days; within 240 days

      APS: Employee Sale:

      1. The main envelope will need to be deleted and the APS - Employee will need to be selected
      2. Prior to completing, email Kristie to verify pricing

      APS: Corporation

      1. The main envelope will need to be deleted and the APS - Corporation will need to be selected

      Daily Steps:

      • Daily news (send at end of day, send to Nicole, Annie, cc Jim, Nick, Jen + Maria)
      • Update Spreadsheet
      • Save everything to file

       

      Mortgage Letters:

      1. All Mortgage letters must be firm (have no conditions), and be from one of the big five banks (no pre-approvals or broker letters accepted)

      2. The Approval must be submitted prior to the deal going 'Firm'.

      3. Set Calendar reminders and snoozed emails to follow-up and make deadlines (to use when a letter comes back invalid)


      Contact Information for Activa:

      Nicole Wardlaw - Nicole.Wardlaw@Activa.ca

      Annie - antoaneta.petrova@activa.ca

      Alison - Alison.gaspar@activa.ca