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