Document Presentation Order

Is there a proper sequence of presentation of documents leading up to an offer presentation?

Here is a reasonable order:

Step 1

In advance, and not at the time of the Offer:

1. Working with a REALTOR^®
2. Representation Agreement, either Buyer Representation or Listing Agreement,

Step 2

Review of Offer Documents:

1. Confirmation of Cooperation and Representation,
2. Offer
3. Schedule A
4. Any other additional Schedules
5. Any documents attached to Offer
6. Any documents referred to in the Offer
7. Schedule B
8. Offer Summary Document, if applicable (Form 801)

Step 3

Execution of Offer Documents:

1. Confirmation of Cooperation and Representation,
2. Offer
3. Schedule A
4. Any other additional Schedules
5. Any documents attached to Offer
6. Any documents referred to in the Offer
7. Schedule B
8. Offer Summary Document, if applicable (Form 801)

Step 4

Presentation of Offer Documents:

1. Offer Summary Document, if applicable (Form 801)
2. Confirmation of Cooperation and Representation,
3. Offer
4. Schedule A
5. Any other additional Schedules
6. Any documents attached to Offer
7. Schedule B

There are sometimes other documents involved with identification (FINTRAC), multiple offers, and multiple representation, the provision of services at a lower standard than agency, which would be completed as required.

Brian Madigan LL.B., Broker

www.OntarioRealEstateSource.com