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