Complete your takedown request as usual. Before submitting to the Capital Partner:
Step 1: Assign the Lot to the Correct Entity
Select the appropriate entity for each lot. Make sure all entity selections are accurate before proceeding to the next step.
Step 2: Enter the Financial Allocations
After assigning the entities, you’ll be prompted to enter the financial allocation details for the selected lots.
If you’re splitting the financials between entities, we recommend manually entering the specific amount for one entity first. Then, for the other entity, use the “Assign All Allocated Funds” button to automatically apply the remaining balance.
Double-check that your entity assignments and financial allocations are correct.
Step 3: Once you’ve made your selections, click Save.
When everything looks accurate and you finalize your changes by clicking Save.
Your takedown request will move to Pending status for Capital Partner review.
If your Capital Partner approve the total as-is: the TDR moves to Accepted and the PDF is sent out.
If the Capital Partner's total comes back different from Ashton Woods/Starlight's breakdown: The TDR moves into Multiple Entities tab so it can be reconciled. Once that step wraps up, it moves to Accepted and the PDF is sent out.
What you'll see when you click into the Entity Confirmation Takedown:
Assign Lots to Entities and Allocate Funds:
Ensure that funds have been allocated appropriately:
5. You can always return to make updates if needed. If the takedown is edited, the workflow will be re-triggered. Once the updated takedown is submitted, a new email containing the revised information will be automatically sent out.