Information Gathering

Where You Want My Help

Rate each area from 1 (a little help) to 5 (a lot of help)

Area	1	2	3	4	5

Home & Location Insights

What do you think is the best feature of your house?

What’s the best thing you’ve done to this house since you bought it?

What are the biggest advantages of this location — the parks, trails, shops or transit you use every week?

What characteristics make your house unique compared to others?

Who do you consider to be the target market for your house?

Home Improvements

Improvement	Year	Cost ($)

Major Systems & Appliances

Age, brand, and condition of major systems and appliances — buyers and inspectors ask about these first. Fill in whatever you know; leave the rest blank.

Item	Year / Age	Brand / Model	Notes / Condition

Include / Exclude Items

Items to Include in Sale

Fixtures to Exclude from Sale

Tax / Utility / Monthly Costs

Property Tax Amount ($)

Tax Period

Hydro Cost ($)

Hydro Cost Period

Gas Cost ($)

Gas Cost Period

Maintenance Fee – Condo ($)

Alarm System

Equipment & Chattel Status

Item	Owned	Rented	Leased	Assumable	Term	Cost/Mo ($)

Available Documents

Survey

Floor Plan

Blueprint

Renovation Receipts

Manuals and Instructions

Permits

Invoices

Warranty

Others:

Financial and Other Details

Do you have a mortgage?

Yes No

Does current mortgage have a prepayment penalty?

Yes No

Are there any Liens on your house?

Yes No

Are there any Easements or Encroachments on Your Property?

Yes No

Are there liens on appliances?

Yes No

Are there any warranties on the home, fixtures or appliances?

Yes No

Your Preferred Closing Date

Flexible on Closing Date?

Would you consider Vendor Take-Back (VTB) financing?

Yes No

Will you move out before the house goes on the market?

Yes No

Is any part of the property rented?

Yes No

Closing Lawyer Contact Information

Seller Disclosure

Duty to Disclose: Sellers (and their agents) must disclose any defects that might affect a buyer's use and enjoyment of the property. Latent (hidden) defects that are known to the seller must be disclosed if they pose a serious risk to health and safety. Sellers cannot intentionally conceal patent defects.

Examples of required disclosures:

Basement leaks (seasonal or otherwise)
Known pest issues (termites, etc.) not treated
Knob and tube wiring
Additions built without permits
Illegal basement apartment (no permit)
Lead in drinking water

Please list anything you need to disclose to the buyer

Showing Schedule

Time	Sun	Mon	Tue	Wed	Thu	Fri	Sat

Showing Instructions

Appointment Notification

When a Buyer Agent books an appointment, my office can notify you by Text Message, Email, and/or Phone Call. You can choose one or any combination of these.

Text Message Email Phone Call

Email Address

Phone Number

Alternative Phone Number

Required Notice (hours)

Do you have pets?

Yes No

Do you have the keys ready?

Yes No

Have you placed valuables in a safe place?

Yes No

Do you have any showing restrictions?

Yes No

Do you want me (Peter) to attend showings as well?

Yes No

Any other concerns regarding showings

Open House

Can I hold Open Houses?

Yes No

Which days work? Sat. Sun.

Your Questions for Me

Please write your questions here so we can discuss when we meet