# 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

### PDF Download - [Offer Checklist](https://drive.google.com/file/d/1ZBDU9FbGb8A1H-EX66vzJ7shHSWn04oX/view?usp=sharing)