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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

  • Go to your Board Login and Click on SkySlope  
  • You Should be in SkySlope Forms (not SkySlope Transactions)

2. Start a New File for the Offer

  • Click on “Create Transaction” or “Start New File”.
  • Enter the property address (if not yet on MLS, enter it manually).
  • Select the Transaction Type: Purchase or Residential Lease.
  • Link to the MLS, if available, to auto-fill property data.

 3. Select the Correct Brokerage Template

  • From the templates list, choose your brokerage-specific offer package, e.g.:
  • C21 Heritage – Buyer Offer Package
  • Residential Lease – Tenant Offer Package
  • These templates will include:
  • Standard forms required by the brokerage and RECO.
  • Pre-entered brokerage clauses are in relevant sections (Schedule A, etc.)

 4. Complete Client & Offer Information

Fill in:

  • Buyer’s legal names
  • Offer price
  • Deposit amount and method
  • Irrevocable time
  • Closing date
  • Chattels & fixtures

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

5. Review & Customize Pre-Loaded Clauses

  • Go to Schedule A.
  • Review all pre-entered brokerage clauses—these may include:
  • Home inspection
  • Financing conditions
  • Add or remove clauses based on client circumstances.
  • Use clause library or saved personal clauses if needed.

6. Review Required Forms Checklist

Typical buyer offer packages may include:

  • Agreement of Purchase and Sale (Form 100)
  • Form 801
  • Buyer Representation Agreement
  • RECO Information Guide 
  • Confirmation of Co-operation and Representation (Form 320)
  • Other Brokerage Schedule B (Attached to listing or call Agent) 
  • Clause Addendums, if applicable

 

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

7. Sign the Offer

  • Click “Prepare for Signature”.
  • Choose SkySlope DigiSign 
  • Set signing order and client contact info.
  • Send documents for e-signature.

8. Save & Export Final Package

  • Once signed, download the full offer package as a PDF.
  • Save a copy to your deal folder or SkySlope Transaction Record.
  • Send the offer to the listing agent per your standard submission procedure (email, DocuSign Room, etc.).

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

9. Post-Submission Checklist

  • Confirm receipt with the listing agent.
  • Upload the signed offer to SkySlope Transactions under the correct deal file.
  • Mark the offer status: “Submitted,” “Countered,” or “Accepted” when applicable.
  • You may hand in the documents to the front desk for them to submit the deal 

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:

  • Missing initials or signatures
  • Incomplete schedules
  • Proper irrevocable times
  • Proper use of representation documents
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