Faltour (Nexone)

(Image 7)

What is Faltour?

Faltour is the system we use to submit our listings and deals to the front desk and the accounting office. When we have a new listing, we upload all the documents to this system and it goes directly to reception so that they can put them into their QOC system to book showings. This program is also accessed by our accounting HUB so that they can process transactions. The Silanis Esignature program is also used through Faltour. Below are instructions on how to use this program. 

How to enter a new listing

1. On the Faltour home page (image 7) click on the “Listing” tab

2. At the top left of the listing page, click “Add”

3. Fill out the listing information as requested, keep clicking “Next” at the bottom right of the page and fill out the other pages. At the end click save and this will create your listing and at this point the reception desk has access. 

4. Once the information is added, we must add the documents in. On the right side of the screen there are more tabs, the top one being “documents and follow-up.” Click on the documents tab and this will take you to the documents upload page where you upload all the signed documents, the MLS page and the showing instructions page. 

5. Follow-up tab. This is where you can send messages or notes to the front desk and where they may send messages to you about the listing.  

6. What documents are required on Faltour for listings?

   1. Listing Agreement

   2. Schedule A 

   3. FINTRAC form for each person on title

   4. Working With a Realtor

   5. MLS Page

   6. Showing Instructions Page

How to enter a new transaction

1. On the Faltour home page (image 7) click on the “Transactions” tab

2. At the top left of the listing page, click “Add”

3. Click “create a stand alone transaction”

4. Fill out the transaction information as requested, keep clicking “Next” at the bottom right of the page and fill out the other pages. At the end click save and then “approve and submit” and at this point the HUB has access and can start processing.

5. Once the information is added, we must add the documents in. On the right side of the screen there are more tabs, the top one being “documents and follow-up.” Click on the documents tab and this will take you to the documents upload page where you upload all the signed documents.

6. What documents are required for Faltour transactions

   1. Agreement of Purchase and Sale (or Agreement to Lease if it’s a rental)

   2. Confirmation of Co-operation and Representation

   3. Copy of Deposit Cheque

   4. Copy of Receipt of Funds

   5. Working With a Realtor

   6. FINTRAC 

   7. Notice of Fulfillment of Conditions 

7. Once all conditions are met and the property is officially sold firm, change the status on the first page of the transaction to “Sold” 

Silanis eSignature how to

1. Faltour main page (Image 7) select transaction or listing (depending on what you’re getting signatures for)

2. At the top left of the listing page, click “Add”

3. In the “status” drop box select “Kit” (see Image 8). Kits allow us to upload documents without reception or the HUB being able to access them. This way we can upload documents and acquire signature without confusing reception and the HUB

(Image 8)

4. When doing up a kit, all the information that is require to be entered is as follows. All other information is not required to be filled out, you can skip through.

   1. The status (Kit)

   2. The property address

   3. The clients names and email addresses 

5. Upload the documents you need signatures on in the documents section and then click on the “Signatures” tab. The click Add Signature Request

6. Signature package

   1. Page 1: Add the package title (ex. 123 Main Agreement of Purchase and Sale). You can add a deadline in which the documents need to be signed. If the package isn’t signed within that time the signer will not be able to access the documents. Add a message that will appear when the signer receives the package (like an email message)

   2.  Page 2: Add the names and emails of all the people who will need to sign the package. Click the “required” box to register them to the package

   3. Page 3: Select the documents that require signatures

   4. Page 4: Option to set the document and signature sequence. Setting the document sequence allows you to order the documents to your preference. Setting the signature sequence controls the order of who signs the documents. 

      1. Example: Sometimes Nick will ask you to gate the documents to him first so he can review. In this case, you would place Nick’s name first. This will allow the document to reach him before the clients, once he completes the signatures the package will then go to the next person on the list and so forth until all parties have signed. 

   5. Page 5: Place the signatures. Click on the name of the signature you want to place so that it's highlighted. The click “signature” or “initial” (whichever type you need) and then the signature box will appear on the document. Drag the box to where the signature is required and then shrink the box to the size you need. Continue this same process until you have all the signatures in place. 

   6. Page 6: Verify that all the signatures are all there, that the signer sequence is correct (if applicable). Once you’re satisfied click “send to signers and the document will send. 

7. Once all the documents have been signed, an email will appear in Nick’s inbox and you can access the signed documents through the Faltour kit.