---
title: Activa Process (Havn)
description: Guide for an Activa Project
---

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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](mailto:Nicole.Wardlaw@Activa.ca)

Annie - antoaneta.petrova@activa.ca

Alison - Alison.gaspar@activa.ca

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