Real Estate Sale Intake Form

ABOUT YOUR CLOSING

What kind of property are you selling?* Single Family HomeResidential CondoCommercial CondoResidential: 2 or more unitsPre-construction/New build homeCommercialVacant LandFarmCottageLuxury PropertyOther

What is the closing date of the sale?*

What is the street address of the property being sold?*

City/Region*

Postal Code*

Please attach a copy of the final Agreement of Purchase and Sale:

How many parties are on title to the property?*

The property is currently heated by:* OilGasElectricOther

If the property is heated by oil, what is the name of the company providing this service?

Phone Number of Company

What is the current status of the water tank?* RentedOwned

Are there currently any tenants in the property being sold?* YesNo

If there ARE tenants, have you arranged for their departure before the closing date? YesNo

MORTGAGES (If applicable)

If there are one or more mortgages present on the property, please provide the following information:

First Mortgage Lender (name of company or person)

First Mortgage Reference Number

First Mortgage Lender Phone Number

Second Mortgage Lender (name of company or person)

Second Mortgage Reference Number

Second Mortgage Lender Phone Number

PARTY ONE

Please indicate your full name as it appears on your government-issued photo ID:*

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth*

Phone number*

Email address*

Employer/Business name

Employer/Business address

Are you acting on behalf of a corporation?* YesNo

If you are acting on behalf of a corporation, what is the corporation's name?

If you are acting on behalf of a corporation, what is the corporation's address?

Is the property being sold the same as your current residence?* YesNo

If the property being sold is NOT the same as your current residence, what will your street address be after closing?

City/Region

Postal Code

Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date?* YesNo

Please specify your country of citizenship:*

Please specify your country of residence:*

Please specify your current spousal status.* SingleMarriedCommon LawSeparatedDivorcedWidowed

If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

Non-title spouse's full name as it appears on their government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth of non-title spouse

Phone number of non-title spouse

Email address of non-title spouse

Employer/Business of non-title spouse

PARTY TWO

Please indicate your full name as it appears on your government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth

Phone number

Email address

Employer/Business name

Employer/Business address

Are you acting on behalf of a corporation? YesNo

If you are acting on behalf of a corporation, what is the corporation's name?

If you are acting on behalf of a corporation, what is the corporation's address?

Is the property being sold the same as your current residence? YesNo

If the property being sold is NOT the same as your current residence, what will your street address be after closing?

City/Region

Postal Code

Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date? YesNo

Please specify your country of citizenship:

Please specify your country of residence:

Please specify your current spousal status. SingleMarriedCommon LawSeparatedDivorcedWidowed

If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

Non-title spouse's full name as it appears on their government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth of non-title spouse

Phone number of non-title spouse

Email address of non-title spouse

Employer/Business of non-title spouse

PARTY THREE

Please indicate your full name as it appears on your government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth

Phone number

Email address

Employer/Business name

Employer/Business address

Are you acting on behalf of a corporation? YesNo

If you are acting on behalf of a corporation, what is the corporation's name?

If you are acting on behalf of a corporation, what is the corporation's address?

Is the property being sold the same as your current residence? YesNo

If the property being sold is NOT the same as your current residence, what will your street address be after closing?

City/Region

Postal Code

Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date? YesNo

Please specify your country of citizenship:

Please specify your country of residence:

Please specify your current spousal status. SingleMarriedCommon LawSeparatedDivorcedWidowed

If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

Non-title spouse's full name as it appears on their government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth of non-title spouse

Phone number of non-title spouse

Email address of non-title spouse

Employer/Business of non-title spouse

PARTY FOUR

Please indicate your full name as it appears on your government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth

Phone number

Email address

Employer/Business name

Employer/Business address

Are you acting on behalf of a corporation? YesNo

If you are acting on behalf of a corporation, what is the corporation's name?

If you are acting on behalf of a corporation, what is the corporation's address?

Is the property being sold the same as your current residence? YesNo

If the property being sold is NOT the same as your current residence, what will your street address be after closing?

City/Region

Postal Code

Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date? YesNo

Please specify your country of citizenship:

Please specify your country of residence:

Please specify your current spousal status. SingleMarriedCommon LawSeparatedDivorcedWidowed

If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

Non-title spouse's full name as it appears on their government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth of non-title spouse

Phone number of non-title spouse

Email address of non-title spouse

Employer/Business of non-title spouse

PARTY FIVE

Please indicate your full name as it appears on your government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth

Phone number

Email address

Employer/Business name

Employer/Business address

Are you acting on behalf of a corporation? YesNo

If you are acting on behalf of a corporation, what is the corporation's name?

If you are acting on behalf of a corporation, what is the corporation's address?

Is the property being sold the same as your current residence? YesNo

If the property being sold is NOT the same as your current residence, what will your street address be after closing?

City/Region

Postal Code

Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date? YesNo

Please specify your country of citizenship:

Please specify your country of residence:

Please specify your current spousal status. SingleMarriedCommon LawSeparatedDivorcedWidowed

If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

Non-title spouse's full name as it appears on their government-issued photo ID:

Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

Date of birth of non-title spouse

Phone number of non-title spouse

Email address of non-title spouse

Employer/Business of non-title spouse

SILENT OWNERS

Other than a spouse, does any other person or corporation have an ownership interest in the property? YesNo

Silent owner's full name as it appears on their government-issued photo ID:

What is the silent owner's relationship to the parties on title?

Date of birth of silent owner

Phone number of silent owner

Email address of silent owner

Employer/Business of silent owner

OTHER DETAILS

If there are any other details about your sale not covered in this intake form, please let us know below!