# 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