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