Welcome!

I’m so excited to walk alongside you in this next chapter. This Seller Intake Form may take you more than 5 minutes to complete, but I promise — it’s time well spent.

Your answers will help me fully understand your goals, timeline, and expectations, so I can create a world-class selling experience tailored specifically to you. The more insight you provide, the smoother (and more successful!) the process will be.

Take your time, and let’s get started preparing your home to shine and attract the perfect buyer!

— Michelle 💛

Disclaimer: This document is not intended to solicit buyers or sellers currently under contract with a brokerage

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* 1. I confirm and acknowledge that I am not currently in a written contract with any other brokerage or Realtor.

✅ Section 1: Contact Info

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* 2. Where did you get my contact information?

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* 3. If I was referred to you by someone, who was so kind? (I'd like to thank them)

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* 4. Seller #1 Contact Information

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* 5. Seller #2 Contact Information (If Applicable)

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* 6. Preferred Communication Method:

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* 7. Who should we notify about showing appointments?

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* 8. How would you like us to confirm appointments?

🔐 Section 2: Legal Requirements (FINTRAC)

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* 9. Identification (Driver’s Licence – Required for FINTRAC):
As part of Canada's legal requirements under FINTRAC (Financial Transactions and Reports Analysis Centre), I am required to verify your identity.

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* 10. Employment Information (Required by FINTRAC):
Please include for each seller:

  • Current job title and position
  • Employer name
  • Industry or field of work

If retired:
  • Position before retirement
  • Last employer
  • Year of retirement

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* 11. PEP (Politically Exposed Person) / HIO Declaration
As required by FINTRAC, please indicate whether any of the following apply to you. Check ALL that apply:

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* 12. Do you have a lawyer already selected for the sale?

💼 Section 3: Financial & Professional Support

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* 13. Do you currently have a mortgage on the property?

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* 14. If yes, please provide mortgage provider name and contact (if known):

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* 15. Do you plan to purchase a new home?

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* 16. Would you like help with your next purchase?

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* 17. Do you have a mortgage specialist for your next purchase?

🛡️ Section 4: Insurance Coverage

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* 18. Do you currently have life insurance and/or mortgage insurance?

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* 19. If yes, do you know what type of insurance you have?
(e.g., term life, whole life, mortgage-specific, through employer, etc.)

🧾 Section 5: Listing Preparation Checklist

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* 20. Please check any of the following items you already have or will provide:

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* 21. Preferred Closing Date:

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* 22. What’s more important to you?

🛠️ Section 6: Property Details

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* 23. Age of Furnace:

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* 24. Age of A/C:

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* 25. Age of Roof:

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* 26. Type of Plumbing

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* 27. Type of Wiring:

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* 28. Panel Size:

📦 Section 7: Inclusions & Exclusions

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* 29. Light Fixtures

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* 30. Window Coverings

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* 31. Fridge

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* 32. Stove

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* 33. Built-in Microwave

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* 34. Washing Machine

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* 35. Clothes Dryer

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* 36. Freezer

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* 37. Built-in Dishwasher

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* 38. Water Softener

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* 39. Central Vac

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* 40. Wine/Beverage Cooler (Chattel)

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* 41. Garage Door Opener & Remote

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* 42. TV Wall Mount

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* 43. Projector & Screen

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* 44. Furnace

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* 45. Air Conditioner

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* 46. Humidifier | Dehumidifier

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* 47. Humidifier / Air Cleaner

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* 48. Hot Water Tank

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* 49. Is the Hot Water Tank owned or rented?

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* 50. If rental, roughly how much per month?

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* 51. Pool/Hot Tub & Equipment

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* 52. Storage Shed(s)

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* 53. Any other inclusions or exclusions not listed above?

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* 54. Any other rental contracts on the property?

🏡 Section 8: What You Love About the Home

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* 55. Why did you buy this home?

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* 56. Top 10 Features You Love:

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* 57. List any upgrades, renos & dates:

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* 58. Any unfinished rough-ins (fireplace, bathroom, etc.)?

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* 59. Where do you spend the most time in the home and why?

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* 60. Do you have smart home features or automation to mention?

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* 61. What are the top features of your neighborhood?

📑 Section 9: Utilities & Municipal Info

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* 62. Annual Property Taxes ($):

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* 63. Utility Providers (Hydro, Gas, Water, Internet, etc.):

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* 64. Do you have a recent home inspection?

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* 65. Do you have a property survey?

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* 66. Garbage/Recycling Pickup:

💧 Section 10: Well & Septic (If Applicable)

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* 67. Septic System Present?

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* 68. Last Time Septic Was Pumped:

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* 69. Septic Documents/Reports?

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* 70. Well Present? If so, what type of well?

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* 71. Well Flow/Rate Report?

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* 72. Potability Report Available?

(Hint: It’s best practice to have a clean potability report available for buyers and lenders.)

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* 73. Approximate Location of Well & Septic if you have them

📊 Section 11: Final Notes

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* 74. As research is done on relevant property sales, is there a particular property sale that you would like me to pay attention to?

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* 75. Is there anything else you'd like to share or ask me before we get started on your world-class selling experience?

✍️ Feel free to leave any final thoughts, questions, or special circumstances here — I read every word.

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