https://vimeo.com/1135907400/1c40a0f313

Contact Details

Team Admin (TA)

Name: Krista Lee

Email: [email protected]

Phone: +1 (613) 797-1077

Transaction Coordinator (TC)

Name: Sevde Tutak

Email: [email protected]

Phone: +1 (519) 577-1938

Purchase Check Lists

Agent Tasks Stage Notes Links
Add Client to CRM Pre-Offer Add the client and property details to the CRM. Include full contact info, property address, timelines, and notes. This is required so that the TA can later gather reviews. SOP
Client Intake Form Pre-Offer Send to the Buyer to complete the intake form to capture all client information. https://buyer.mtpg.info/
Document Signing Pre-Offer Execute all required documents — including the BRA Form 371 with TEAM Schedule/Terms, RECO Information Guide, and Team Internal Referral Agreement. TEAM Schedule & Terms
TEAM Referral Agreement
Offer Documents Offer Execute all required documents — including the APS, Sch B (if any), Form 127, CoC, Form 801 (Summary).
Please see the Team Clause Library for recommendations and clause inspiration. Team Purchase Clauses
Deposit Offer Create a copy of the proof of deposit and send to the TC. (ex. photo of the cheque, photo of the receipt, copy of the wire transfer, etc)
Agent New Purchase Form Sold Submit the new listing form to notify the admin team to begin onboarding the listing into the system.

*If you’re not an Icon Agent, USE COUPON CODE: TEAM | https://ba.mtpg.info/ | | FINTRAC | Sold | Complete FINTRAC identification and verification forms for all clients involved in the transaction, as required by federal regulations. Ensure that all sections are filled out accurately and legibly. | | | Notifications/Management | ALL THE TIME | Notify the Transaction Coordinator (TC) and Team Admin of any changes or requirements as they happen — e.g., status changes (CS, Firm, MR) or document updates (revisions, addendums, new schedules) | |

TC Tasks Status Notes Links
Create SkySlope File Pre-List Open and organize the SkySlope transaction file for the listing. Include all signed documents and supporting paperwork for brokerage compliance.
Document Management ALL THE TIME Maintain all transaction documents in SkySlope and internal folders. Track updates, revisions, and new forms as the buying progresses. Include all required paperwork such as the BRA Form 371 with TEAM Schedule/Terms, RECO Information Guide, and Team Internal Referral Agreement, Agreement of Purchase and Sale (APS), Schedule B (if any), Form 127 (Buyer Acknowledgement) Confirmation of Cooperation (CoC), and Deposit Information. TEAM Referral Agreement
Team Admin Tasks Status Notes Links
Create Social Post Pre-List/Live Create and schedule Just Purchased and post on all team platforms. Upload photos and draft the social copy. Share the post + photos in the team WhatsApp for visibility. Canva Template
Sizing Instruction
Google Review Sold Reach to the client via CRM and request a Google Review (as per templates).

FAQ’s