Transaction (Finance)

These steps are for the accounting team when a new transaction has been submitted/firm/closing.

New Deal Submitted

• Accounting@regorealty.ca will receive notification that a new deal is submitted

• Accounting will navigate to 2.I of brokerWOLF and review all details of transaction, and accept the deal. The deal will now show in 2.1.

Upon Firm

• Notification is sent from HubSpot to accounting@regorealty.ca

• Email all pertaining documents found on the google drive to the lawyer

  • If there are missing documents, follow up with the listing agent

  • If lawyer information is missing, contact the listing agent

Upon Closing

• Review 2.P.1.1.