Basics
This checkbox triggers all other pages to appear.
What is Colliers Client?
Lease Rate Type meaning amount per square foot.
What is Annualized Lease Rate?
The section that gives an overview sum of the deal that is in Colliers' perspective?
What is a Financial Summary?
The color displayed when document is required.
What is red?
The area I submit a ticket requesting help, access change, feature requests, errors, and more.
What is the Our Deals Self-Service Portal?
I can search by brokerage to add my contact to this section.
What is a Co-Broker or Partner?
Date on which the seller delivers the deed and the buyer pays for the property.
What is a Completion / Settlement Date?
Any cost expense that is applied to a deal, such as a rebate, recharge, off the top expense, and more.
What is an Adjustment / Expense?
The Document Type I send to Clients listing a sum of how much they owe.
What is an Invoice?
The location of the 'Submit Deal' button.
What is Page / Deal Header?
The section I add a CAN Broker to if they are doing a deal with one of my US Brokers.
What is Colliers Brokers (or Colliers Advisors)?
The status the deal must be in for the Deal Administrator to generate an Invoice.
What is Firmed?
If you incur costs on behalf of your client, you can charge the amount back to them.
What is a Recharge?
The button I click if I want to upload additional deal-related files.
What is Add a Document?
The state the deal becomes once 'Submit Deal' is clicked.
What is Read-Only?
The Colliers Client Email and Phone Number are required prior to clicking this button.
What is Submit Deal?
The section to change the Paying Client.
What is Collection of Fees?
The area that dictates from where the adjustment amount will be applied.
The button I click to send multiple documents via email.
What is Send Document Package?
This tool can be used to calculate the Annualized Lease Rate or Monthly Rent if it's unknown.
What is the Lease Rate Calculator?
A set of brokers that are grouped together in which they all have their own commission schedule.
What is a Deal Team?
When the Landlord requires the tenant to pay a higher lease by adjusting the annual base rent as outlined in the lease agreement.
What is Escalation Type?
The fee when a user is referring a deal to another city outside of their home office's jurisdiction.
What is an MCA Fee?
The Request for Taxpayer Identification Number and Certification form required to upload if a new Co-Broker is added.
What is a W9 Form?
The three (3) pages where a PDF of the Invoice can be downloaded.
What is Documents, Installments, and Payments?