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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 st...
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...
Buyer Clauses
Schedule ‘A’ is used to clearly document the services, commitments, and special terms that apply to the client relationship. For both seller and buyer representation, it helps ensure everyone understands what services will be provided, how communication and s...
Tenant Lease Clauses
Landlord Lease Clauses
FINTRAC
Deal Deficiencies
Landlord Presentation
This book provides a comprehensive overview of the process involved in representing a landlord for property rental. This includes understanding the process, landlord presentation, the Residential Tenancy Act, Skyslope templates, and client for life/referrals. ...
Representing a Landlord Presentation
Here is the link to the video https://www.youtube.com/watch?v=snrO7d_kn8U Strong tenant screening is an important part of providing professional service to both landlords and tenants. In addition to reviewing the rental application, supporting docu...
Overview
Representing a landlord means providing more than simply advertising a rental property. It means creating a clear, organized process that protects the landlord’s interests, supports strong decision-making, and delivers a professional experience from the first ...
Overview
Representing a Tenant Representing a tenant means guiding them through the rental process with clear communication, organized support, and realistic expectations. From the first consultation through to lease signing and move-in, the goal is to help the tenant...
Tenant Presentation
Download or save a copy of this presentation by clicking the link below Link - Tenant Presentation - Google Slides
Typing Offers for Agents
Offer Details Intake: Choose One Clear System Before an offer is prepared, the agent and team leader should decide how all offer details will be communicated to admin. The goal is simple: one complete source of information, fewer follow-ups, and a clear recor...
Submitting Deal Paperwork for Review
SOP: Transaction Management Using SkySlope PurposeTo ensure every deal is entered, organized, and submitted consistently in SkySlope so the brokerage file is complete, easy to review, and ready for processing. This SOP follows the workflow introduced in Step...
Listing Process Checklist
This checklist provides a complete, step-by-step overview of the listing process, from the initial intake and property research through marketing, offers, closing, and post-sale follow-up. It is designed to help the listing agent and administrative team stay o...
Property Research Checklist
1. Confirm the Property Information Before ordering reports, confirm the following information with the seller: Municipal address Seller’s legal name Property type Current property use Approximate lot size Number of bedrooms and bathrooms Approximate...