New Worksheet - DocuSign Process

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

 

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 > Queensland
      i. APS, Rental Contract (1 or 2 bedroom units ONLY; Use Deal Portal or floorplan to confirm), incentive sheet
      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: Queensland Condominiums
      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 Queensland will be Jennifer Rose (jennifer@regorealty.ca).

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

i. APS

II. Incentive

v. Rental Agreement

vi. Cooperating Agreement

vii. 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 38. Locate the units location and mark it on the floorplan in the APS

i. The keyplate separates suites located between Levels 1 and 2-6. Look at the unit number (i.e. For Suite 201 the unit location is 201)

Example:

ii. Navigate back to the Page 39 of the APS, and use a Textbox to indicate the suite location here as well:

b. Navigate to Pages 51-52 (EFT Schedule) and set up the signing lines.

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

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.

4. Assignment Incentive 

a. Navigate to the 'Assignment Incentive' Document

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

5. 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

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. 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.