QA Seller Intake Test - Edward Flow

spa - north york

seller profile

Deal progress

Stageseller profile

Offer status

Next actionReview seller intake submission and uploaded documents; schedule clinic visit after Thursday.

DueNo due date

People

Seller: hulu wah (seller_intake_link source)

Buyer: No buyer linked yet

Quick intake / link people

Notes

2026-05-20 18:21 - seller intake link

Seller intake submitted. Uploaded documents: lease: TREBB fees new member.pdf, store_photos: IMG_8095.jpg, store_photos: IMG_8097.jpg. Raw source: seller intake link seller-intake-qa-test-edward-flow.

Edit / delete note

Delete this note

This removes the note from this local CRM record.

2026-05-20 18:20 - seller intake link

Seller intake submitted. Uploaded documents: none. Raw source: seller intake link seller-intake-qa-test-edward-flow.

Edit / delete note

Delete this note

This removes the note from this local CRM record.

Listing brief

Edit full business profile (auto-save)

Editable business profile. Fields auto-save when you leave a box. These fields are the future CRM / CBO / MLS / offer data source.

Core

Business name Business type Address / location Asking price Key selling points Risk / watch items

Premises / lease

Size / sq.ft. Monthly rent TMI / rent inclusions Lease terms Lease expiry Renewal options Landlord / assignment notes

Financials

Annual sales Sales year / period Revenue SDE / cash flow Cashflow notes Inventory value Owner salary / add-back

Operations

Employee count Staff summary Operating hours Seats / capacity Years established Franchise status Licenses / permits

Assets / transition

Inventory included Equipment included Equipment value Training / transition support Reason for selling

Listing / commission

Listing start date Listing expiry date Total commission Co-op commission Marketing status MLS / publication status

Confidential schedule

Confidential financial targets Sales check period Sales check target Internal notes

Seller intake summary

Internal view. Submitted seller profile and uploaded files appear here after the client completes the intake link.

Ownerhulu wah

Emailabc@gmail.com

Phone4168875900

Businessdfada

Industryspa

Locationnorth york

Revenue444.0

SDE / cash flowMissing

Reasonnot sure

Leaseddd

Latest submission

Seller intake submitted. Uploaded documents: lease: TREBB fees new member.pdf, store_photos: IMG_8095.jpg, store_photos: IMG_8097.jpg. Raw source: seller intake link seller-intake-qa-test-edward-flow.

Auto work package

Internal listing profile draft

Business: dfada
Owner/seller: hulu wah
Location: north york
Industry: spa
Revenue: 444.0
Cash flow/SDE: Missing

Missing info

Cash flow / SDE
Owner ID / driver licence
Corporation articles
Past 3 years financials / tax / sales reports
Equipment / inventory list

Watch items

Key documents still missing: Owner ID / driver licence, Corporation articles, Past 3 years financials / tax / sales reports, Equipment / inventory list

Follow-up draft

Hi hulu,

Thank you for completing the seller information checklist.

We received the information/files currently shown in our internal file. To continue preparing the business profile and listing documents, please help confirm or send the following when convenient:
1. Cash flow / SDE
2. Owner ID / driver licence
3. Corporation articles
4. Past 3 years financials / tax / sales reports
5. Equipment / inventory list

Best,
Jay / BizCA

Uploaded files

Type	File	Review status	Sensitive
lease	TREBB fees new member.pdf Open · Download	needs_human_review	No
store_photos	IMG_8095.jpg Open · Download	needs_human_review	No
store_photos	IMG_8097.jpg Open · Download	needs_human_review	No

Open full document records

Checklist

Buyer

Missing Buyer profile
Missing NDA
Missing Proof of funds / financing
Missing Sent CBO
Missing Buyer/seller meeting notes
Missing Offer / LOI / APS
Missing Due diligence status

Seller

Missing Seller profile
Missing Financials
Done Lease
Missing Equipment list
Missing Employee info
Missing Listing agreement Form 520
Missing Published sale info / teaser / CBO
Missing Offer status
Missing Closing docs

Shortcuts

Open buyer intake form

Record WeCom / coworker update

Timeline

2026-05-20 18:18

Deal is currently in seller profile.