# Forms This Section is to give an overview of the forms # Listing Forms Accurate forms, clauses, and checklists are essential to keeping every transaction organized, compliant, and moving forward. Administrators play an important role in ensuring the correct documents are prepared, completed, submitted, and tracked at the right stage of the deal. The Team Playbook includes dedicated sections for listing, buyer, landlord, and tenant transactions, along with forms and clause resources, templates, checklists, and standard procedures. Use these resources as a reference when preparing a file, confirming requirements, or supporting an agent through a transaction. When in doubt, refer to the appropriate Team Playbook section and confirm the next step before proceeding. [![Screenshot 2026-06-22 at 11.03.58 AM.png](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-22-at-11-03-58-am.png)](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/screenshot-2026-06-22-at-11-03-58-am.png) --- [![Screenshot 2026-06-22 at 11.04.11 AM.png](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-22-at-11-04-11-am.png)](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/screenshot-2026-06-22-at-11-04-11-am.png) --- #### **These are the forms that will be needed to stay complaint for a Listing;** - [ ] RECO Information Brochure - [ ] Listing Agreement - [ ] Schedule A to the using agreement - [ ] MLS® Data Form - [ ] Fintracker- Individual Information Record - [ ] Listing Appointment Info Sheet - [ ] Sign Order Form (if needed) - [ ] Schedule B for the Agreement Of Purchase and sale #### **Additional Forms need when the listing has sold;** - [ ] Sellers Direction of Offers - [ ] Entry Access to property - [ ] Consent to Advertise - [ ] Registrant Disclosure of interest - Disposition of Property - [ ] Amendment to the listing Agreement #### **When a listing is sold these additional form will be needed;** - [ ] Confirmation of Co-op and Representation - [ ] Agreement of Purchase and Sale - [ ] Copy of Property Listing - [ ] Agent Sales Info Sheet - [ ] Waivers and/or Fulfilments - [ ] Deposit Receipt - [ ] Signed Trade Record Sheet # Buyer Forms Accurate forms, clauses, and checklists are essential to keeping every transaction organized, compliant, and moving forward. Administrators play an important role in ensuring the correct documents are prepared, completed, submitted, and tracked at the right stage of the deal. The Team Playbook includes dedicated sections for listing, buyer, landlord, and tenant transactions, along with forms and clause resources, templates, checklists, and standard procedures. Use these resources as a reference when preparing a file, confirming requirements, or supporting an agent through a transaction. When in doubt, refer to the appropriate Team Playbook section and confirm the next step before proceeding. [![Screenshot 2026-06-22 at 11.05.10 AM.png](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-22-at-11-05-10-am.png)](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/screenshot-2026-06-22-at-11-05-10-am.png) --- [![Screenshot 2026-06-22 at 11.05.50 AM.png](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-22-at-11-05-50-am.png)](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/screenshot-2026-06-22-at-11-05-50-am.png) --- **The following forms are needed to be compliant in a trade representing a Buyer;** - [ ] Reco Information Brochure - [ ] Buyer Designated Representation Agreement - [ ] Confirmation of Co-op and Representation - [ ] Agreement of Purchase and Sale - [ ] Copy of Property Listing - [ ] Agent Sales Info Sheet - [ ] Waivers and/or Fulfilments - [ ] Deposit Receipt - [ ] Receipt of Funds - Fintrac - [ ] Individual Information Record(s)- Fintrac (for each Buyer) - [ ] Signed Trade Record Sheet **Other forms may be need if they apply** - [ ] Registrant Disclosure of interest - Acquisition of Property (if selling a personal property) - [ ] Form 127 - Conditions in offer (if you are not including an important condition) - [ ] Buyer Not-Non Canadian Warranty - [ ] Multiple Representation Seller Acknowledgment # Landlord Forms Accurate forms, clauses, and checklists are essential to keeping every transaction organized, compliant, and moving forward. Administrators play an important role in ensuring the correct documents are prepared, completed, submitted, and tracked at the right stage of the deal. The Team Playbook includes dedicated sections for listing, buyer, landlord, and tenant transactions, along with forms and clause resources, templates, checklists, and standard procedures. Use these resources as a reference when preparing a file, confirming requirements, or supporting an agent through a transaction. When in doubt, refer to the appropriate Team Playbook section and confirm the next step before proceeding. [![Screenshot 2026-06-22 at 11.06.36 AM.png](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-22-at-11-06-36-am.png)](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/screenshot-2026-06-22-at-11-06-36-am.png) # Tenant Forms Accurate forms, clauses, and checklists are essential to keeping every transaction organized, compliant, and moving forward. Administrators play an important role in ensuring the correct documents are prepared, completed, submitted, and tracked at the right stage of the deal. The Team Playbook includes dedicated sections for listing, buyer, landlord, and tenant transactions, along with forms and clause resources, templates, checklists, and standard procedures. Use these resources as a reference when preparing a file, confirming requirements, or supporting an agent through a transaction. When in doubt, refer to the appropriate Team Playbook section and confirm the next step before proceeding. [![Screenshot 2026-06-22 at 11.07.20 AM.png](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/scaled-1680-/screenshot-2026-06-22-at-11-07-20-am.png)](https://team.heritageplaybook.ca/uploads/images/gallery/2026-06/screenshot-2026-06-22-at-11-07-20-am.png)