Intake summary
Names, contact details, closing date, role, property address, known deadlines, and current file status.
Sale support
Seller closing support and handoff preparation.
Prepare the sale file with seller contact details, property information, real estate agent and lawyer contacts, payout/discharge items, closing dates, and requested documents.
Closing support desk
Intake, checklists, document notes, deadline reminders, and handoff summaries in one place.
View clear bullet-point detailsSale support can organize
- Seller intake details, property address, closing date, and preferred communication route.
- Listing and sale contact summary for real estate agent, lawyer, lender, and mortgage broker where relevant.
- Mortgage payout/discharge notes and missing lender information.
- Tax, utility, condo, rental, keys, chattels, and closing logistics notes.
- Questions and documents that should be sent for lawyer review.
Documents often requested
- Agreement of Purchase and Sale
- Listing-related correspondence and amendments
- Mortgage/lender payout information
- Property tax, utility, condo, lease, or rental documents
- Photo ID list
- Statements, notices, and lawyer/lender emails
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.