![Untitled design (1)-4.png]](https://info.regoteam.com/hs-fs/hubfs/Untitled%20design%20(1)-4.png?height=40&name=Untitled%20design%20(1)-4.png){kind=small}
Transaction (Finance)
These steps are for the accounting team when a new transaction has been submitted/firm/closing.
New Deal Submitted
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Accounting@regorealty.ca will receive notification that a new deal is submitted
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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
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Notification is sent from HubSpot to accounting@regorealty.ca
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Email all pertaining documents found on the google drive to the lawyer
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If there are missing documents, follow up with the listing agent
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If lawyer information is missing, contact the listing agent
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Upon Closing
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Review 2.P.1.1.