Summary
Faltour (Nexone) is the mandatory compliance and transaction management system used by the team. It facilitates the submission of listings to the brokerage front desk for showing management (QOC system) and routes deal data directly to the accounting HUB for processing transactions. This playbook outlines the step-by-step operational workflows for data entry, compliance document submission, and utilizing the integrated eSignature program.
What is Faltour?
Faltour is our centralized backend network for administrative real estate compliance.
Listings: Uploading a new listing immediately triggers the brokerage reception desk to input the property info into their systems to book and track client showings.
Transactions: Submission of agreements alerts the accounting HUB to begin processing transaction pipelines and deal files.
eSignatures: Document signing workflows are processed natively through the program's built-in digital signature application.
How to Enter a New Listing
On the Faltour home page, navigate and click on the Listing tab.
Click Add at the top left of the listing page.
Complete the property information as requested. Click Next at the bottom right to advance through the data-entry screens.
Click Save at the end. This generates the listing and instantly grants access to the reception desk.
Tip: If the listing isn’t active yet, keep the transaction as a “Kit” until it is published on MLS.
On the right side of the screen, select the Documents tab. This opens the upload interface where you will add all required transaction files.
Follow-Up Tab: Use this dedicated tab to communicate notes directly to the front desk and receive transactional compliance updates from them.
Mandatory Listing Documentation
The Realtor or Operations seat must upload the following clear documents to Faltour for file compliance:
RECO Information Guide
Listing Agreement
Lockbox Disclosure and Consent
FINTRAC Individual Identification form (for every person on title)
Politically Exposed Person (PEP) form (for every person on title)
Active MLS Page
Showing Instructions Page
How to Enter a New Transaction
Transactions must root from either the active Listing file (if representing the seller) or the client folder (if representing a buyer).
Navigate to either the Listings or Client tab depending on the deal type.
Once inside the correct root directory, click Add a Transaction.
Progress through the data-entry screens by filling out the fields and clicking Next.
Upload all required structural documents under the Document tab.
Click Save, then select Approve and Submit. This unlocks file access for the accounting HUB to begin transaction processing.
Important Note: Nick must be added as an additional agent on all transactions. Ensure all team agents on the file manually click "Approve and Submit." Operations will remind agents as necessary.
Mandatory Transaction Documentation
Agreement of Purchase and Sale (APS) (or Agreement to Lease for rentals)
Confirmation of Co-operation and Representation (CCR)
Copy of the Deposit Cheque
Signed Copy of Receipt of Funds
RECO Information Guide
FINTRAC Individual Identification & PEP forms
Executed Notices of Fulfillment (NOF), Amendments, and/or Waivers
Post-Conditional Procedures
Going Firm: Once all conditions are completely satisfied and the property is officially sold firm, the Realtor or Operations seat must alter the status on the first page of the transaction to "Firm and Pending" (or "Sold").
Listing Files: If the deal is an in-house listing, ensure the master listing transaction folder status is also updated to "Sold".
eSignature Step-by-Step Playbook
Step | Action | Operational Detail |
1 | Select Transaction | On the main dashboard, select the target Transaction or Listing which requires signatures. |
2 | Navigate | Click Documents > Signatures > Add a signature request. |
3 | Setup Signers | Select your signers and verify all email addresses are correct. Click Add yourself as a signer if your signature is required on the form. Click Next. |
4 | Custom Email | Customize the client-facing email text if preferred (optional). |
5 | Attach & Order | Select the documents requiring signatures. Drag and drop files into a logical signing order for the client. You can upload external files at this stage if they aren't already in Nexone. |
6 | Tag Elements | Select a signer from the left menu, then select an action from the top menu (Initial, Signature, Date/Time, Text box). Drag and drop the fields onto the document. |
7 | Final Review | Audit all pages to verify no signature fields or date entries were missed. |
8 | Send | Click Send. The system will distribute automated emails to all signing parties sequentially or simultaneously depending on your setup. |
Tip: You can select more than one signer at a time if they share the exact same signature or initial lines on a specific document section to speed up placement.
Review/Gating Workflow: If the documents require review before the client signs, drop the form in the correct Google Space for review and approval, and then set them up for signing.
Execution: Once all designated parties have digitally signed, an automated confirmation email containing the fully executed document will be sent to everyone who was added as a signer or carbon copy on the request.