Using our Office in your Real Estate Transaction
To use our office in your real estate transaction, you just need to tell your real estate agent, mortgage broker, or bank to send your conveyancing and/or mortgage instructions to us. Once we receive them, we will start working behind the scenes to gather information on your behalf like ordering tax searches, utility searches, title searches, mortgage and other payouts, and strata documents if necessary.
Our second step in the process is to call you for your personal information. What we need will depend on the type of transaction. The types of information we typically need is your full legal name, address and/or forwarding address, SIN, if you are a first time home buyer or claiming another exemption to Property Transfer Tax. We also need information on the property like if it is a rental or investment property. During this call we also usually schedule your appointment to come in to sign.
As we gather information on your transaction from 3rd parties, we may reach out to you again to provide additional documents to satisfy the requirements of your contract or lender. Lenders require confirmation of things like home insurance prior to funding a mortgage.
We work hard to ensure our clients get appointments that fit their schedule and deadlines to close the deals that are important to them. We understand the process of buying and selling homes or getting a new mortgage can be stressful. We pride ourselves on being easy to work with.
You will need to bring two (2) pieces of valid ID to your appointment.