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      3. West Peak

      West Peak - DocuSign Process

      Steps to send a deal in DocuSign for West Peak.

      Prepare DocuSign:
      1. Navigate to https://docusign.com and login:
        1. Username: newhomes@regorealty.ca
        2. Password:
      2. Click New > Send an Envelope

       

        1. Upload Pre-Filled Documents from Google Drive > Shared Drives > Rego Realty Deals > New Homes Deals > West Peak > Select Tower
          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)
          iii. Fintracs/PEPs, all amendments (assignment amendment, occupancy amendment, levy amendment, development charges amendment, and mortgage incentive amendment) 
        2. Select Template: West Peak_Sales Documents
          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 West Peak will be Jennifer Rose (jennifer@regorealty.ca).

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

      i. APS

      ii. All amendments

      iii. Cooperating Agreement

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

      v. 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. Ensure all initials and signatures are placed.

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

       

      4. Amendments

      i. Have Jennifer and purchasers initial all amendment pages

      ii. Purchaser's sign on purchaser lines and Jennifer to sign below on executor line

      5. 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

      6. 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. 

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