New Worksheet - DocuSign Process

Prepare DocuSign:

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 Google Drive > Shared Drives > Rego Realty Deals > New Homes Deals > Rainbow Lake
      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)
   2. Select Template: The Flats at Rainbow Lake
      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 'CC 1' Box as they will need to sign the cooperating agreement.
• The executor for Rainbow Lake will be Jennifer Rose (jennifer@regorealty.ca).

d. Upload Blank Documents from Google Drive: New Homes Deals > Rainbow Lake > Documents

1. 1. Blank EFT Form
   2. Assignment Incentive
   3. Rental Agreement (If applicable - only applicable to 1 Bedroom Units)
   4. Deposit Structure Amendment

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

i. APS

II. Deposit Structure Amendment

iii. Blank EFT Form

iv. Assignment Incentive

v. Rental Agreement

vi. Cooperating Agreement

vii. Tarion Receipt

viii. Confirmation of Co-op, Buyer Rep, WWR

i. 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. Next, go through the APS and locate the floorplan on Page 37. Using the keyplate located in the Documents section in the Rainbow Lake folder, locate the units location and mark it on the floorplan in the APS

i. The keyplate separates suites located between Levels 1, 2-7, and 8. Look at the corresponding page that the suite is on, and find the correct unit number.

Example: For suite 606, Pink indicates the unit number, and Yellow indicates the Suite location.

ii. Navigate back to the Page 37 of the APS, and use a Textbox to indicate the suite location:

b. Navigate to Pages 47-48 (EFT Schedule) and delete these pages out of the APS. These pages are deleted as we are using a different EFT Form.

i. This can be done by clicking the Garbage Can icon:

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

4. Navigate to the 'Deposit Structure Amendment' Document on the 'Documents' tab on the right side.

a. Fill in the missing information:

i. RE: SUITE: _____ UNIT: ____ LEVEL: _____

ii. Purchaser Name(s)

iii. Under the 'Delete' section, fill out the deposits as per page 4 of the APS.

iv. Under the 'Insert' section, insert the applicable deposit structure ($10,000,  5% of Purchase Price less the 10,000 ($ x 5% - 10,000), Remaining 15%)

v. Have the Purchaser(s) and Jennifer sign/date on the second page. Jennifer will sign on behalf of the builder, and the purchasers sign and date above:

Purchaser in Yellow and Jennifer in Purple in the above example.

5. Navigate to the 'EFT Form' Document

a. Fill out the missing information

i. RE: SUITE: _____ UNIT: ____ LEVEL: _____

ii. In the deposit section, indicate the applicable deposit structure. These will be the same amounts as indicated in the 'Insert' section on the deposit structure amendment.

iii. Leave textboxes for Jennifer to fill out the deposit dates for the 'EFT Withdrawal' Section. However, do not leave a textbox for the occupancy (last) deposit.

iv. Under the 'Account and Financial Institution Details' section, type in the information from the void cheque received.

v. Have the purchaser(s) sign the following lines on the second page. Also, have Jennifer and purchaser(s) initial both pages of the EFT Form.

NOTE: Please ensure void cheque details are correct prior to sending, and ensure the name on the void cheque matches the purchaser's names. If the name on the void cheque does not match any of the purchaser's names, the account holder will have to sign off on the following line:

NOTE: Whether the purchaser or name on the void cheque is a corporation, please set up the signing lines as follows. The corporation will still sign on the 'Name of Account holder (if different from Purchaser) section.

6. Assignment Incentive

a. Navigate to the 'Assignment Incentive' Document

i. Fill out the missing information
 RE: SUITE: _____ UNIT: ____ LEVEL: _____

ii. Cross out the assignment fee, insert a textbox for $0, and have the purchaser(s) and Jennifer initial:

iii. Have all purchasers and Jennifer initial the bottom of the 2nd page:

7. Rental Contract Incentive

a. Navigate to the 'Assignment Incentive' Document

i. Fill out the missing information:

FIRST PAGE:

Date Signed: Place 'Date Signed' box for Jennifer

Purchaser Name goes on second line - use textbox to insert

Unit owner address is address of the suite

FOURTH PAGE:

Date Signed: Place 'Date Signed' box for Jennifer

Unit Owner Name: Purchaser name

Signature: Purchaser(s) to sign here

Builder Signature: Drag and drop signature for Jennifer

Jennifer indicated in Purple and Purchaser indicated in Yellow.

8. 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

9. 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 notice that $20,000.00 has been deposited from the lawyers office.

iii. Have all purchasers sign under the Purchaser section

vi. Jennifer to sign and date under Vendor portion

10. 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. 

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