South Point - DocuSign Process

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 Deal Portal 
      i. APS 
      ii. Confirmation of Co-operation
      iii. Buyer Rep, WWR (if applicable, only used when Rego agent represents the buyer)
      iii. Fintracs/PEPs (save to google drive)

1. 1. Select Template: South Point_Sales Documents_Townhome
      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 'Agent' Box as they will need to sign the cooperating agreement.
• The executor for South Point will be Paul Mouradian (paul@ritzhomes.ca).

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

i. APS

ii. Confirmation of Co-op

iii. Receipt

v. Add the Unit 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. Ensure all initials and signatures are placed IN THE CORRECT ORDER (E.g. purchaser name matches where that purchaser is signing)

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

b. Indicate deposits amounts with textboxes as per below on the 4th page of the APS:

c. i. Make the irrevocability until 11:59pm, 10 days from when you send the deal.

ii. The occupancy date section will be the first tentative occupancy date.

iii. Please ensure the listing agent and cooperating agent sign - listing agent in green and cooperating agent in yellow.

d. On page 16, the Occupancy dates need to be filled out with textboxes. To do so, please see the instructions as follows:

i. Navigate to the Tarion Critical Dates Calculator in the favourites tab

ii. Select 'Freehold Tentative' from the options on the bottom of the page

iii. Enter the tentative occupancy date, and it will generate all needed dates:

iv. Enter all the dates on the agreement via textboxes.

e. Navigate to Page 34, and indicate the unit on the map by using the 'draw' tool and having the purchasers + executor initial next to, as such:

f. On page 36, use the draw tool to create a box around the floorplan they are receiving and have purchasers initial on the page:

g. On page 37, indicate the total purchase price in a textbox as such:

4. Confirmation of Co-op

a. Indicate the address of the site and the townhome number in the address line

b. Have the purchasers, co-op agent, seller (executor), and listing agent initial in the corresponding bubble

c. Co-op agent can fill out their own details; provide textboxes for them to do so. 

5. Receipt 

i. Purchasers to sign on designated signing lines

ii. Leave the 'Dated' line BLANK - this will be filled out the day you start their conditional period

7. 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. 

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