NEW OFFER WORKSHEET RECEIVED
- Receive Worksheet, VOID Cheque & ID's to newhomes@regorealty.ca
- Save Worksheet to Google Drive:
- New Homes Deals > Queensland > Unit # > Unit #-Worksheet
- Save VOID Cheque to Google Drive:
- New Homes Deals > Queensland > Unit # > Unit #-VOID CHEQUE
- Save ID's to Google Drive:
- New Homes Deals > Queensland > Unit # > Unit #-IDS
- Create Sale in Deal Portal
- Navigate to Deal Portal
- Login with unique credentials
- Select Rainbow Lake
- Choose Sales Tab
- Select Add
- Select Unit # from dropdown
- Select Customers
- Fill in details from ID and Worksheet
- If the purchaser would like a second parking spot, go to General > Under parking, click 'add' > select a parking spot
-
- Select Documents
- Drag and drop VOID chq and ID's
- Save
- After saving, the screen will reload
- On the Documents tab, press Edit
- Download the following and save into Google Drive > New Homes Deals > Rainbow Lake > Unit # > Unit #-APS/FINTRAC1/PEP1:
- APS
- FINTRAC's (1 per individual)
- Politically Exposed FINTRACs (1 per individual)
- Download the following and save into Google Drive > New Homes Deals > Rainbow Lake > Unit # > Unit #-APS/FINTRAC1/PEP1:
- Prepare DocuSign