Agent Support
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      1. Corcoran Horizon Knowledgebase
      2. Resale Operations
      3. Agent Support

      Receiving a Deposit

      A deposit cheque is received from the buyer or buyer’s agent to the front desk. The front desk must create a receipt for record-keeping purposes.

      Instructions

      1. Receive cheque

      2. Open tab labelled ‘receipt’

      3. Fill in all applicable details:

        1. Received from: Person who dropped off a cheque

        2. Date and Time

        3. Payment Method including Cheque #

        4. Amount Received

        5. Payable to

        6. Property Address (including unit # if condo)

        7. Received by: Your name and Signature

        8. Receiving Agent: Our agent that applies to the Property that the Cheque is for

      4. Make 2 photocopies of the Deposit Receipt with the Cheque on the bottom blank section

        1. Give a copy to the person dropping off the cheque

        2. Keep the other copy for our records

      5. Scan a copy of the Deposit Receipt with the Cheque on the bottom blank section and send to our email (printer code: #10 sends it to our email)

      Make sure to save a scanned copy to the appropriate property file (under 202# deals). If no file exists, create one. For condo deposits folders are typically located on the desktop to save to.

       

      6. Navigate to Compose an Email

      • Click on the 3 dots on the bottom right hand corner
      • Choose templates
      • Choose Deposit Cheque Received
      • Fill in the Bold Black Fields: Address, Name of Person dropping off the Cheque, Amount and your Name, attach the deposit copy:

       

      • Send a copy of the Deposit Receipt to the Agent and to accounting@regorealty.ca, all new homes deposit receipts get sent to new homes coordinator.
      •  Place cheque in correct folder in filing cabinet on far right behind admin desk (resale goes in deal secretary's folder and New Homes/Condos goes in new homes coordinator’s folder)

      Update Lone Wolf:

      1. Log into reg003-connect.globalwolfweb.com
      2. Navigate to Transactions > Manage
      3. Select Rego Realty office
      4. Search for Property Address 
      5. Select Documents and Tasks
      6. Upload deposit receipt to the clipboard
      7. Drag and drop to the Deposit Receipt checklist item
      8. Select Complete