Intake summary
Names, contact details, closing date, role, property address, known deadlines, and current file status.
Purchase support
Buyer closing intake and document coordination.
Organize the information needed for a purchase file before lawyer and lender review: client details, property details, APS documents, financing notes, deadlines, and missing papers.
Closing support desk
Intake, checklists, document notes, deadline reminders, and handoff summaries in one place.
View clear bullet-point detailsPurchase support can organize
- Buyer contact details and preferred communication method.
- Property address, closing date, purchase price, deposit note, and real estate agent contact.
- Agreement of Purchase and Sale details and amendment/addendum list.
- Mortgage commitment, lender instructions, broker contact, and funding milestones.
- Questions to ask the lawyer, lender, real estate agent, insurer, or condo/property contact.
Documents often requested
- Agreement of Purchase and Sale
- Amendments, waivers, schedules, and notices
- Photo ID list
- Mortgage commitment or pre-approval details
- Insurance, condo/status certificate, tax, utility, or title-related notes
- Email correspondence and deadline notices
The exact document list depends on your lawyer, lender, real estate agent, transaction type, province, and file status.
Missing-item tracker
What has been received, what is missing, who is responsible, and what date should be watched.
Review handoff
Questions and unresolved points are organized for lawyer, lender, real estate agent, or client review. RealEstateExpt does not make legal decisions.