WM for Realtors - Designate and Manage VIP Realtors, Allocations, and Worksheets

Modified on Tue, 19 Mar at 12:50 AM

Introduction:

On the Realtor side, the Worksheet Management App enables realtors to:

View Unit Inventory and Allocated Units
Fill in Worksheets with Allocated and Available Units
Send Worksheets to Builders for Approval
View Timelines and Commission Payout Structure

The Worksheet Management system seamlessly integrates with various apps to afford this functionality.

To work as a VIP Realtor you only need access to two Apps:

Inventory Price Manager (IPM) – to view Unit Inventory and Allocation status
Worksheet Manager (WM) – to prepare and send worksheets

TABLE OF CONTENTS

Get Started with Bildhive
The Inventory and Pricing Management App
The Worksheet Management App
The Worksheet List
Reservation Agreements

Get Started with Bildhive

If You Have Been Invited to Collaborate with Bildhive as a VIP Broker you Must follow these steps to Get Started

1. Step 1 - Open the You Are Invited Email

Locate the You Are Invited email in your Inbox, and Open it
Click Accept Invitation

2. Step 2 - Log In or Create an Account

Once you accept the invitation, the Login Screen pops up
If you already Have a Bildhive Account, Log In and Accept the Invitation
Otherwise, in the Log In Pop-up, click Create an Account
Fill in the required information*
Review Bildhive’s SAAS Terms & Conditions and Privacy Policy*
When you have finished reading, click I Agree
Click Create Account
On the Top of the screen, you will see a Notification that indicates you have Successfully Registered and that you need to verify your Email to Activate your account

* Mandatory Fields.

!! Are you having trouble creating a Secure Password?

Read the article on how to comply with Bildhive’s Security Features:Security Features to Protect Your Account

3. Step 3 - Verify Email

To Verify your Email, go to your Inbox, open the Registration Complete email and click Verify Email
The Login Screen pops up
Enter your Email and Password
A Verification Code will be sent to your Inbox
Enter the verification Code and click Verify Device
Once the Device is Verified, you are redirected to your Welcome Screen

!! You don’t see the ‘Registration Complete’ email?

Check your Junk Mail folder or Spam folder. Otherwise, contact support@bildhive.com

!! TIP: Verify the device for 60 Days

Below the Verification Code field, select Verify this Device for 60 Days to skip this step for the next 60 days.

!! Is there a Red Circle above the Invitations Tab?

An Invitation is Waiting to be accepted. You Won’t be able to see a Project UNTIL YOU ACCEPT THE INVITATION.

4. Step 4 - Open the Invitations Tab and View, Accept, or Decline your Pending Invitations

Click the Invitation Tab to Open it
Locate the Invitation in the Invitations List and click Accept or Decline
If you Accept the invitation, you will be redirected to the All Projects Tab
Select the Project and Start Working

Welcome to the Bildhive Platform - the Home, or Welcome Screen

On the Welcome Screen or Home Page, you'll find a List of all your Projects. At the top of the screen are four tabs: All, Recent, Pin, and Invitations. The first tab lists all your projects and is open by default. The second and third tabs list Recent and Pinned Projects, respectively. The last one contains a list of all pending.

!! Navigation Tips:

To return to your Home Page or Welcome Screen from anywhere on the platform, go to the Top Right corner of your screen, click your Monogram (circle with your initials) and, from the Admin Panel Dropdown, select Home
To Return to the Previous Screen, click the Bildhive Logo at the Top Left of the Screen. It is your Back Button.

The Inventory and Pricing Management App

View Units Inventory

5. Get Started with the Inventory and Price Management App

On your Home or Welcome Screen, locate the Project and select it
This opens the project’s Workplace,
Under Customer & Transaction Management, find the Inventory and Price Management App and Select it
You will be redirected to the Unit Inventory Management Screen

6. Introduction

In this app you can see List of the Units and Add-Ons in the community. The list is arranged by Status and is Updated in Real Time. By default, the app opens on the Unit List Screen

There are two Segments on this screen: the Navigation Bar to the left and the Main Stage to the right.

The Left Navigation Bar allows you to navigate to

Unit Inventory
Add-ons Inventory

The Main Stage has Three Sections:

Overview
Status Rectangles and Filters
Unit List

7. Unit Inventory Management Screen – Overview

This section displays the following unit information at a glance

Total Units in the Project
Units Available
Units you have Sold
Units that are ON Hold for you
Your Sold Conditional Units
Not Released
Units Allocated to you
Your Units that have been Approved for Reservation
Units Reserved for you

8. Unit Inventory and Management Screen – Status Labels and Filters

About the Unit Cards,

The main elements of the Inventory Management screen are the Unit Cards. These display the different Units and their details. By default, All Unit Cards are displayed and sorted numerically. Use Filters to display only Certain Units.

9. Filter the Unit Cards by Status

Locate the Colored Rectangles above the Unit Cards
Checkmark One or More of the Status Rectangles
The Units that Align with your Criteria are Displayed

10. List of Units

The Unit List displays the different Units and their details sorted numerically. By default, units are displayed in the Card View. Each card provides the following information:

Unit Number
Unit Tags
Status
Unit Code
Marketing Name
Unit Price
Price per Sq. Ft.
Commission (if applicable)
# of Storeys
Floor Level
Interior Sq. Ft.
Exterior Sq. Ft.
Exposure
# of Bedrooms
# of Bathrooms
Den (if applicable)
Loft/ Second Level (if applicable)
Terrace (if applicable)
Unit Premiums (if applicable)

11. Create a Worksheet From the Unit Inventory List

To create a Worksheet for an Available Unit, go to the Left Navigation Bar and select Unit Inventory
Filter the cards to view the Available Units and Locate the one for which you want to create a Worksheet
At the Top of the card, next to the Available label, locate the Three-Dot Action Menu, and Click
Select Fill Up Worksheet
This action launches the Worksheet Management App
Then, follow these steps

!! Why are some Units locked?

Units labeled as anything other than Available are LOCKED. It is ONLY possible to start worksheets from Units labeled as Available.

View Add-Ons Inventory

12. Add-Ons Inventory Management Screen – Overview

There are three tabs in this section, the Parking Spot, the Locker and the Bike Rack Tabs. Depending on the tab you pick, they show the following information:

Total Parking Spots (Locker or Bike Racks) in the Project
Parking Spots (Locker or Bike Racks) Available
Parking Spots (Locker or Bike Racks) you have Sold
Parking Spots (Locker or Bike Racks) that are ON Hold for you
Your Sold Conditional Parking Spots (Locker or Bike Racks)
Not Released
Parking Spots (Locker or Bike Racks) Allocated to you
Your Parking Spots (Locker or Bike Racks) that have been Approved for Reservation
Parking Spots (Locker or Bike Racks) Reserved for you

13. Add-Ons Inventory and Management Screen – Status Labels and Filters

About the Add-ons Cards,

The main elements of the Inventory Management screen are the Cards. These display the different Addd-ons and their details. By default, All Add-on Cards are displayed and sorted numerically. Use Filters to adjust whet is displayed.

14. Filter Add-Ons by Status

Locate the Colored Rectangles above the Add-on Cards
Checkmark One or More of the Status Rectangles
The Add-ons that Align with your Criteria are Displayed

15. Filter the Add-ons by Realtor/Asignee, Parking Type, and Parking Price; Locker Type and Locker Price; and Bike Rack Price

Locate the Filters Button to the Right of the Colored Rectangles and Select it
The Filters Drawer Opens
Define your Filter Criteria
Click Apply

!! Do you Want to Define a Price Range?

Enter a Price on the Left to set the Lower marker and on the Right to set the Higher marker.

The Worksheet Management App

Create and Manage Worksheets

16. Get Started

From your Bildhive Homepage, select the Project
On the project’s Workplace, under Customer and Transaction Management, select Worksheet Management
The Worksheet List opens by Default

17. Add a Worksheet

To Add a Worksheet, go to the top of the screen and select Add a Worksheet
In the Worksheet Form pop-up, click the Worksheet Form dropdown and select a Form *
Click Add New Worksheet

* Mandatory Fields.

!! Are there no Forms listed in the Dropdown?

Please call the builder as they are in charge of creating the Worksheet Forms.

18. Fill in the Worksheet Information

When the Worksheet form Opens, provide the following information, if Applicable

Primary Purchaser’s Information *
Secondary Purchaser’s Information
Purchaser’s Lawyer’s Information
Unit Choice (#1*, #2, and #3)
Add Ons – Parking, Locker and/or Bike Rack (even if they are not allocated)
Once the information is in, click Submit

* Mandatory Fields.

The Worksheet List

Introduction:

Once you submit a worksheet, it will be sent to the builder for approval and will be listed on your worksheet list as PENDING. As the approval process progresses, the worksheet status can change from PENDING to APPROVED, DECLINED, RESERVED, VOIDED, and SOLD.

19. View a Worksheet’s Details

To Open a Worksheets Details Screen, locate the worksheet in the List

At the End of the Row, locate the Three-Dot Action Menu, Click and select View

The worksheet’s Detail Screen Opens and you can see the following

Worksheet ID #
Unit Option #1
Unit Option #2
Unit Option #3
Approved Units appear in BOLD
Parking #
Locker #
Bike Rack #
Purchaser(s)
Submitted By
Status
Decline Reason (if Declined)
Date Created
Date Updated

!! Is your worksheet DECLINED and you wish to try again?

To submit a request for a different Unit, just create a NEW WORKSHEET.

20. Edit a Pending Worksheet

To Edit a Pending Worksheet, locate it on the Worksheet List
At the End of the Row, find the Three-Dot Action Menu, click and select Edit to open the Worksheet’s Detail Page
Make the necessary Adjustments and click Update

!! You can only edit PENDING WORKSHEETS.

The rest of the worksheets are LOCKED and can only be Previewed.

Reservation Agreements

Introduction:

In Bildhive, reservations fall into three categories:

No-agreement Reservations
Reservations with Agreement and NO Reservation FEE
Reservations with Agreement and and a Reservation FEE

21. No-Agreement Reservations

A Worksheet is sent to the Builder
The builder Approves the worksheet
You get a ‘reservation Approved’ Email from Bildhive
The Status of your worksheet changes from Pending to Reserved
If you had Multiple Unit Choices, the Approved unit appears in Bold
Once this process is complete, you are ready to make a transaction

22. Reservations that Require a Signed Agreement and NO FEE

When a worksheet requires the client to Sign a Reservation Agreement, the Builder is in responsible for drafting it
Once the builder approves the Worksheet, it switches from PENDING to APPROVED
Both you and your client receive a Reservation Approved email
Then, those involved in the Signing Process, get the Reservation Agreement via Docusign
Once Signing is Complete, the status changes from APPROVED to RESERVED
Once this process is complete, you are ready to make a transaction

23. Reservations that Require a Signed Agreement and Reservation FEE

When a worksheet requires the client to Sign a Reservation Agreement, the Builder is in responsible for drafting it
Once the builder approves the Worksheet, it switches from PENDING to APPROVED
Both you and your client receive a Reservation Approved email
Then, those involved in the Signing Process, get the Reservation Agreement via Docusign
Once Signing is Complete, the client receives an email with a Payment LInk
The status of the Worksheet changes from APPROVED to RESERVED
Once this process is complete, you are ready to make a transaction

!! The amount of the Reservation Fee gets automatically DEDUCTED from the final price.

!! Once the reservation is signed, IT CAN’T BE VOIDED.

To dissolve the reservation, all parties must sign a Mutual Release agreement.

24. View a Copy of the Reservation Agreement

To view a copy of the Reservation Agreement, open your Worksheet List
Locate the Worksheet and Click the Three-Dot Action Menu to view its Detail Secreen
At the Top of the Screen, select the Documents Tab
You can see the Agreement listed here

25. Reservation Fee Refunds

For Reservation Fee Refunds, the realtor must advocate for the client, expressing their desire to cancel the reservation
If the Contract outlines Refund Terms, the process for obtaining a refund would then commence
For more Information, contact the Builder