The Selling Experience Starts Now 👇

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.

Yes

✅ 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

Name

Address

City/Town

Postal Code

Email Address

Phone Number

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

Name

Address

City/Town

Postal Code

Email Address

Phone Number

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* 6. Preferred Communication Method:

Phone

Text

Combination (please specify):

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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?

Confirm with you via text/call when a request comes through

Conform automatically and then let you know the details

Set you up on the showing system to confirm/deny apps as they come in *most popular*

💛 Blessed by the Address Giving Choice: As part of my Blessed by the Address initiative, a portion of every transaction is donated back into our community.

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* 9. I would love for YOU to choose where your impact goes:

The Word’s Out Mission (providing Bibles and hope to those who need it)

Local School Breakfast / Food for Learning Programs

Split between both

I’d like Michelle to choose where it’s needed most

🔐 Section 2: Legal Requirements (FINTRAC)

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* 10. 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.

I’ve provided a copy of my ID

I will provide it shortly

I need help

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

Politically Exposed Foreign Person (PEFP)A foreign individual who holds or has held a senior political or military position, or a family member/close associate of one.

Politically Exposed Domestic Person (PEDP)An individual in Canada who holds or has held a senior political position, or a family member/close associate of one.

Head of an International Organization (HIO)Someone who is / has been the head of an international organization (including international sports organizations), or a family member/close associate of one.

None of the above(You are not a PEP, nor a family member/close associate, nor an HIO.)

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

I'd like a referral

Yes (please provide name & contact below)

💼 Section 3: Financial & Professional Support

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

Yes

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

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

Yes – locally

Yes – relocating

Undecided

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

Yes

No, I already have an agent

Maybe

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

I'd like a referral

Yes (please provide name & contact below)

🛡️ Section 4: Insurance Coverage

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

I have life insurance

I have mortgage insurance

I’m not sure

I do not have either

Other (please specify)

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

Extra set of keys for lockbox (If applicable)

Driver’s Licence (for FINTRAC)

Land Survey (If applicable)

Most recent property tax bill* (If available) or you will simply need to call the city/township for the current years tax amount

Receipts/warranties for improvements

Photos of seasonal features (If available)

Copy of rental contracts (If applicable)

Copies of permits/plans for renovations (If applicable)

Builder plans or new home warrant

Utility bills (3–12 months preferred) water, hydro, gas, etc.

Maintenance/service receipts (HVAC, etc.)

Home inspection report (if available)

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* 22. Preferred Closing Date:

120

Immediately

Specific Date (please specify)

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* 23. What’s more important to you?

Fast Sale

Highest Price

🛠️ Section 6: Property Details

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* 24. Age of Furnace:

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* 25. Age of A/C:

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* 26. Age of Roof:

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* 27. Type of Plumbing

PVC

ABS

Steel

Other (please specify)

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* 28. Type of Wiring:

Copper

Aluminium

Knob & Tube

Other (please specify)

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* 29. Panel Size:

60 AMPS

100 AMPS

200 AMPS

Other (please specify)

📦 Section 7: Inclusions & Exclusions

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* 30. Light Fixtures

Included

Excluded

N/A

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* 31. Window Coverings

Included

Excluded

N/A

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* 32. Fridge

Included

Excluded

N/A

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* 33. Stove

Included

Excluded

N/A

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* 34. Built-in Microwave

Included

Excluded

N/A

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* 35. Washing Machine

Included

Excluded

N/A

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* 36. Clothes Dryer

Included

Excluded

N/A

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* 37. Freezer

Included

Excluded

N/A

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* 38. Built-in Dishwasher

Included

Excluded

N/A

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* 39. Water Softener

Included

Excluded

N/A

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* 40. Central Vac

Included

Excluded

N/A

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* 41. Wine/Beverage Cooler (Chattel)

Included

Excluded

N/A

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* 42. Garage Door Opener & Remote

Included

Excluded

N/A

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* 43. TV Wall Mount

Included

Excluded

N/A

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* 44. Projector & Screen

Included

Excluded

N/A

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* 45. Furnace

Included

Excluded

N/A

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* 46. Air Conditioner

Included

Excluded

N/A

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* 47. Humidifier | Dehumidifier

Included

Excluded

N/A

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* 48. Humidifier / Air Cleaner

Included

Excluded

N/A

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* 49. Hot Water Tank

Included

Excluded

N/A

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

Owned

Rented

Other (please specify)

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

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* 52. Pool/Hot Tub & Equipment

Included

Excluded

N/A

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* 53. Storage Shed(s)

Included

Excluded

N/A

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

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* 55. Any other rental contracts on the property?

🏡 Section 8: What You Love About the Home

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* 56. Why did you buy this home?

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* 57. Top 10 Features You Love:

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* 58. List any upgrades, renos & dates:

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

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

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

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

📑 Section 9: Utilities & Municipal Info

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* 63. Annual Property Taxes ($):

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

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* 65. Do you have a recent home inspection?

Yes

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* 66. Do you have a property survey?

Yes

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* 67. Garbage/Recycling Pickup:

Yes

💧 Section 10: Well & Septic (If Applicable)

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* 68. Septic System Present?

Yes

N/A

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* 69. Last Time Septic Was Pumped:

Unknown

When (please specify)

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* 70. Septic Documents/Reports?

Yes

Other (please specify)

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

Yes

Drilled

Dug

Other (please specify)

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* 72. Well Flow/Rate Report?

Yes

Both

Other (please specify)

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* 73. Potability Report Available?

Yes

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

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

📊 Section 11: Final Notes

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* 75. 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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* 76. 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.

The Selling Experience Starts Now 👇

Welcome!

Question Title

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

Question Title

* 2. Where did you get my contact information?

Question Title

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

Question Title

* 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?

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* 9. I would love for YOU to choose where your impact goes:

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* 10. 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.

Question Title

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

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

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

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

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

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

Question Title

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

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

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

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

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* 22. Preferred Closing Date:

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* 23. What’s more important to you?

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* 24. Age of Furnace:

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* 25. Age of A/C:

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* 26. Age of Roof:

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* 27. Type of Plumbing

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* 28. Type of Wiring:

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* 29. Panel Size:

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* 30. Light Fixtures

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* 31. Window Coverings

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* 32. Fridge

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* 33. Stove

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* 34. Built-in Microwave

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* 35. Washing Machine

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* 36. Clothes Dryer

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* 37. Freezer

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* 38. Built-in Dishwasher

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* 39. Water Softener

* 10. 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.

* 11. 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

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

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