Offer Checklist
Pre-Offer Preparation - (Representation and buyer presentation should be done)
- Buyer(s) questions
- Open the line of communication with Mortgage Specialist
- Review MLS listing and attachments
- Initial call to listing agent to ask questions
- Research - Print Property Line Report
- Research - Print Geowarehouse Report
- Research - Check municipal and area influences
- Research - Mini Market Analysis
- Communicate with Buyer(s) to review construction of offer and presentation Strategy - Conditions, Inclusions, Irrevocable, etc.
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Construct Offer and Supporting documents
- VirtualOffer.ca to help - Input information
- Login to Skyslope - Select Template
- RECO Brochure and Representation Should already be done
- Form 801
- Confirmation of Representation - Agency & Commission
- Construct your Agreement of Purchase and sale
- Review and add listing brokerage Schedule “B”
- Review with your Buyer
- Get your signatures and initials
- Fintracker done on individual(s)
- Register the Offer - Request confirmation
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Presentation of offer
- In-person if possible
- Submit offer - Explain strengths
- Negotiate offer - In writing
- Offer acceptance - Review Agreement
- Deliver complete documents to Client
- Arrange deposit delivery - Receipt & FINTRAC Receipt of Funds
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After Acceptance
- Sales Information Sheet
- Book Home Inspector
- Communicate with Mortgage Specialist
- Schedule dates in calendar -Home Insp - condition expiry - check in - closing
- Facilitate fulfillment of conditions & terms
- Submit any additional documents to brokerage
- Notification weekly on outstanding paperwork
- Verify & sign trade record sheet
- Weekly check-in
- Assist client and listing agent until closing
- Post Sale Moving Checklist - After Firming Up
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Closing Day & Beyond
- Make notes in CRM
- Schedule an Occasion - Home Anniversary in CRM
- Verify successful closing
- Advise client to immediately check property condition, chattels & fixtures
- Enter notes and anniversaries in CRM