Document Presentation Order

How to Get a Sequence in Order With No Duplicate Consecutive Items — Hello  Dev World

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

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