Offers

The “Doing an Offer” stage is where the agent takes on the role of advisor, negotiator, and detail manager, guiding buyers through the process of drafting and submitting an offer on a chosen property. This includes explaining the terms and conditions of the agreement, identifying key dates and clauses, and ensuring the offer reflects the buyer’s goals while remaining competitive. Agents prepare the paperwork accurately, review it thoroughly with clients, and communicate the offer efficiently to the listing agent. Confidence, clarity, and speed are critical in this phase, as it often sets the tone for successful negotiation and moving toward a firm deal.

SOP: Creating an Offer Using SkySlope Forms

Objective:

To ensure agents use the correct brokerage templates and standardized clauses to prepare a compliant, professional, and complete offer package for clients.

1. Log Into SkySlope

2. Start a New File for the Offer

 3. Select the Correct Brokerage Template

 4. Complete Client & Offer Information

Fill in:

🔍 Tip: Double-check client name spellings and legal identifiers.

5. Review & Customize Pre-Loaded Clauses

6. Review Required Forms Checklist

Typical buyer offer packages may include:

 

Note • FINTRAC – Individual ID Verification and Receipt of funds should be done in the FINTRACKER APP

7. Sign the Offer

8. Save & Export Final Package

** IF you are doing a Lease - Make sure you use the Ontario Standard form of lease 

9. Post-Submission Checklist

Compliance Tip


Always use the brokerage-approved templates and clause packages to ensure compliance with office policy, RECO standards, and TRESA regulations. Double-check for:

Offer Checklist

Pre-Offer Preparation - (Representation and buyer presentation should be done)



______________________________________________________________________

Construct Offer and Supporting documents 


____________________________________________________________________

Presentation of offer  



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After Acceptance  


______________________________________________________________________

Closing Day & Beyond


 

PDF Download -  Offer Checklist

Winning in Multiple Offers

Representing Buyers in Multiple Offers


Purpose:

To outline a clear, step-by-step process for representing buyers in a competitive, multiple-offer environment. This procedure ensures that clients are fully prepared, protected, and positioned to win while remaining compliant and professional.

 

 

1. Prepare the Buyer Early


A winning offer starts well before offer night. Set the foundation with strong education and documentation:

• Conduct a full Buyer Presentation to set expectations.

• Review and complete a Buyer’s Checklist (include financing, timelines, preferences).

• Ensure the buyer is pre-approved with a reputable mortgage specialist you trust.

• Sign a Buyer Representation Agreement to formalize your relationship.

• Conduct a Comparative Market Analysis (CMA) for the area and educate your client on likely price ranges.

• Discuss the risks of waiving conditions (e.g., home inspection, financing) and have the buyer sign OREA Form 127 – Buyer Acknowledgement of Conditions Not Included when necessary.

 

 

2. Finding and Researching the Property

• Check REALM daily to stay ahead of new listings.

• Know your inventory and be quick to react.

• Research properties in advance:

• Use GeoWarehouse, public records, and municipal data to verify property information.

• Review zoning, permitted uses, and check for existing surveys or easements.

 

 

3. Understanding and Using Bully Offers

• A Bully Offer is submitted before the scheduled offer date in hopes of beating competition.

• If you’re using this strategy, bring your absolute best offer early, with strong price, terms, and deposit.

• This strategy can be used regardless if the listing allows for pre-emptive offers.

• Clearly communicate the strength of your offer and be prepared to act quickly.

 

 

4. Writing a Strong Offer


Your offer package should be clean, clear, and compelling. It should include:

• A competitive price aligned with or ahead of market value.

• A strong deposit, ideally included with the offer as a copy or certified confirmation.

• Minimal or no conditions, where appropriate and with proper buyer disclosure (see Form 127).

• A buyer’s personal letter to connect emotionally with the seller (if appropriate).

• Pre-approval letter from their lender.

• Full, clean, and professionally typed offer with Form 801 attached.

 

 

5. Offer Communication Strategy


Communication is key in winning multiple offers:

• Call the listing agent early to introduce yourself and your client.

• Register your offer early via BrokerBay and confirm receipt.

• Stay in contact throughout — confirm all documents have been received and ask about offer presentation details.

• If possible, present in person or by live video to humanize your buyer.

• Keep communication professional and timely. Always follow up written messages with a call.

• Encourage the listing agent to give you another chance if a top offer is close.

• Avoid relying on texts or casual email for negotiation — ensure everything is in writing and properly documented.

 

 

6. Manage Expectations & Ask the Right Questions


Prepare your client mentally and emotionally for the process by asking:

1. “Will you be upset with me tomorrow if it sells for more than you offered?”

2. “Will you be upset with me tomorrow thinking I pushed you too hard?”


These questions help the buyer reflect honestly on their comfort level and guide you in delivering the right offer strategy.

 

 

7. Post-Offer Etiquette

 

• Win or lose, follow up with the listing agent to gather feedback.

• If your offer was not successful, debrief with your buyer and revisit other options quickly.

• If accepted, confirm timelines, send the deposit, and transition to next steps (inspection, lawyer, lender).

 

 

Training for Winning in Multiple Offers