Document breakdown for realtors—know exactly which forms you need at each stage of a buyer transaction.
Document Breakdown for Realtors
Explains agency types (client vs. customer) and disclosure obligations. Must be presented at the beginning of the relationship.
Creates a formal contract between agent and buyer outlining duties, commission structure, and agency obligations.
Form where the agent declares responsibility for verifying the client's identity in compliance with federal regulations.
Used to collect and record the client's government-issued ID and details as part of Canada's anti-money laundering regulations.
Assesses whether the client holds a high-risk position that requires additional reporting to FINTRAC.
Used when another agent or brokerage is referring the client. Outlines any commission sharing between agents.
The main offer document that sets out terms, conditions, price, deposit, and possession details.
Used instead of the standard residential contract if the buyer is purchasing a resale condo.
Adds custom clauses or details that don't fit in the main contract, such as seller-paid repairs or inclusions.
Used when the property is tenanted and buyer is assuming the lease. Lists all current rental arrangements and terms.
Attached to the offer if the buyer must sell their current property before completing the purchase.
Used if the seller is subject to dower rights (e.g., married and on title alone). Buyer's agent collects this when needed.
None specific – depends on conditions written into the offer
Used to add new conditions or clarify existing ones during the conditional period.
Used to change the possession date, price, or extend condition deadlines with agreement from both parties.
Used to remove a condition when satisfied (e.g., financing approved). Makes the deal firm.
Used to terminate the deal if a condition isn't met (e.g., financing denied). Must be submitted before the deadline.
None specific for agents at this stage
This period involves behind-the-scenes work: sending docs to lawyers and mortgage brokers, confirming possession logistics.
Click on any stage to explore the required documents