Agent Checklist - List/Deal

Agent Checklist: 

• 📍Listing Setup

• ☐ Listing Agreement signed (incl. 2.1, 2.4)

• ☐ Legal Description + Address

• ☐ Dower Consent (if applicable)

• ☐ CR Guide signed

• ☐ RMS Measurements

• ☐ Condo Schedule (if applicable)

• ☐ Fintrac ID (via Really Trusted)

• ☐ Attach Addenda / Disclosures / Feature Sheet

📍Offer Received

• ☐ Purchase Contract signed & legible

• ☐ Buyer names + initials

• ☐ Price, deposit terms correct

• ☐ All initials (15.1) and signatures with times (17.2, 18.1)

• ☐ Conditions & timelines match CRM tracking

• ☐ Dower Consent if applicable

• ☐ Attach schedules, waivers, condo docs

📍Deposit & Compliance

• ☐ Deposit cheques received/copied

• ☐ RBC receipt or office receipt noted

• ☐ Fintrac ID Buyer + Source of Funds (Really Trusted)

• ☐ Citizenship docs (if applicable)

• ☐ Buyer Brokerage (EBRA/Non-EBRA) signed & dated

📍Final Check (Deal Manager)

• ☐ RPR (bareland) or Condo CAD Plan from CREB

• ☐ Feature Sheet fields match (address, commission, legal)

• ☐ E-signature Certificate attached (if used)

• ☐ Conditional Sale Disclosure (if applicable)

• ☐ Double Ending disclosure complete (if applicable)