Live planner

Transaction Deal Sheet & Conveyancing Handoff Workspace

Reconcile the accepted agreement, parties and capacity, deposits, conditions, amendments, property terms, milestones, commission directions and closing evidence into separate client, conveyancing and brokerage-administration handoffs.

Who it helps: Realtors, real estate teams, transaction coordinators, brokerage administrators, buyers, sellers, mortgage professionals, lawyers, notaries and conveyancers

Decision: Is the transaction record internally consistent, which evidence or professional instruction remains open, and what can safely be sent to the client, lawyers and brokerage administration?

Estimate generatedTransaction evidence readinessSource-labelledThree handoff viewsNo legal automation

Estimate confidence

41.8/100

Confidence reflects entered document, deposit, deadline, privacy and release evidence, not legal effect or closing certainty.

File readiness

25%

Open conditions

$5.00

Deposit evidence gap

$35,000.00

Days to closing

$25.00

Decision brief

File readiness: 25%

Next action

Escalate the inspection condition due Aug 2, 2026 (8:00 PM America/Edmonton; exact agreement controls) now.

Key notes

Sources

What this means

File readiness is 25%. Use this as the anchor for your next conversation: Escalate the inspection condition due Aug 2, 2026 (8:00 PM America/Edmonton; exact agreement controls) now.

Report view

Client view keeps the decision clear. Professional view includes the calculation trail.

Client transaction brief

Example residential transaction deal sheet CLIENT TRANSACTION BRIEF Property: Subject property Transaction: purchase Current entered price: $825,000.00 Closing: Aug 25, 2026 Possession: Aug 25, 2026 at 12:00 PM America/Edmonton; exact agreement/amendment controls DEPOSITS Required: $60,000.00 Delivered: $50,000.00 Receipted: $50,000.00 Cleared/protected entered: $25,000.00 TRANSACTION STATUS 5 condition workstream(s) remain open. 2 amendment/change record(s) are tracked, with 1 requiring execution, delivery or system reconciliation. Closing is 25 day(s) away. NEXT CLIENT DECISION Resolve remaining condition evidence and proposed inspection amendment, then record written client instruction through the licensed/legal process. Owner: Buyer representative / file coordinator Due: Aug 1, 2026 This brief reports entered transaction evidence only. The signed agreement, current amendments, professional advice, trust records and final legal statements control.

Conveyancing handoff

TRADE-2026-EXAMPLE CONVEYANCING HANDOFF Property/legal reference: Subject property / Current title/legal description reference to confirm Accepted agreement: Jul 21, 2026; 2026-07-21 at 9:14 PM America/Edmonton; verify signed agreement and delivery record Current entered price: $825,000.00; entered other consideration: $0.00; seller credit: $0.00; chattel allocation: $0.00 Closing/possession: Aug 25, 2026 / Aug 25, 2026 12:00 PM America/Edmonton; exact agreement/amendment controls Deposit required/delivered/receipted/cleared: $60,000.00 / $50,000.00 / $50,000.00 / $25,000.00 Open conditions: 5; unreconciled amendments: 1; open milestones: 7 PROPERTY/AGREEMENT RECORDS Inclusions: Entered appliances, window coverings, garage controls, keys, attached fixtures and any specifically included personal property require exact agreement reconciliation. Exclusions: No exclusion inferred; reconcile every expressly excluded fixture/chattel and replacement obligation from the signed agreement. Rentals/contracts: Confirm hot-water, HVAC, security, solar, propane, internet or other rented/financed/service equipment, provider, contract, payout/assumption and lawyer treatment. Title/survey/condo/use: Current title, survey/RPR/plan, municipal evidence, registrations, easements, encroachments, condo/strata records, intended use and lawyer direction remain authoritative. Tenancy/vacancy/rent: Confirm possession status, tenancy/lease, notices, deposits, rent adjustments, vacancy, access and legal advice; no vacant-possession right is inferred. Insurance/risk: Confirm bindable coverage, occupancy, vacancy, loss/damage changes, lender requirements and exact risk-transfer terms with insurer and lawyers. OPEN ESCALATION Reconcile deposit clearance, condition evidence, proposed amendment, legal handoff, mortgage update, insurance and all open release gates before relying on the file as closing-ready. This handoff is not legal instruction, a trust statement or confirmation that any condition, amendment, title issue, adjustment, commission or closing obligation is complete.

Brokerage administration handoff

TRADE-2026-EXAMPLE BROKERAGE ADMINISTRATION HANDOFF Brokerage: Example brokerage File coordinator: Transaction coordinator Agreement package: Accepted agreement, every schedule/addendum, incorporated disclosure and current executed amendments must be retained together under the transaction code. Entered gross commission/tax/receivable: $40,000.00 / $2,000.00 / $42,000.00 Entered disbursement base/tax/other/total: $45,499.00 / $2,274.95 / $47,773.95 Commission receivable variance: $0.00 Open disbursement lines: 3 Open trade-file gates: 18 of 24 Authority: Amounts are entered from signed service/cooperation and draft statement evidence; commission, tax, entitlement and closing treatment are not generated. Referral payment requires current brokerage-approved written authority, payee/licensing checks and accounting direction. Direction: Brokerage accounting and closing professionals control receivables, trust, tax, referral, cooperation, holdback, payment and reporting. Complete identity, beneficial ownership, third-party, suspicious transaction, large cash/virtual currency and other FINTRAC processes only in the brokerage's approved compliance system. This workspace does not make a FINTRAC determination.

Transaction consideration and date reconciliation

Control	Entered/current	Derived comparison	Boundary
Original/current price	$830,000.00	$825,000.00	Current executed agreement/amendments control
Recognized amendment price impact	-$5,000.00	Calculated price $825,000.00	Only amendments entered as delivered/acknowledged are recognized
Price reconciliation variance	$0.00	Reconciled	Resolve against final executed documents
Other consideration/credit/chattels	$0.00 / $0.00 / $0.00	No tax characterization or allocation assumed; current lawyer/accountant advice and final statements control.	No tax/legal characterization generated
Closing/possession	Aug 25, 2026	Aug 25, 2026 / 12:00 PM America/Edmonton; exact agreement/amendment controls	25/25 day(s) from cutoff

Party, capacity, representation and routing register

Role	Reference	Capacity/authority	Representation	Signing/name evidence	Communication routing	Privacy purpose
buyer	Buyer household	Individuals signing personally; exact legal names and capacity require lawyer/brokerage confirmation.	represented here	Names and signing authority matched to current agreement package; identity evidence stays in approved systems.	Route contractual and legal matters through the buyer representative and lawyer.	Transaction administration and professional handoff only; disclose only to approved transaction recipients.
seller	Seller household	Registered ownership and signing capacity require current title and lawyer confirmation.	represented elsewhere	Names entered from the accepted agreement; title, estate, corporate or attorney authority not inferred.	Route through the seller representative and seller lawyer.	Use only the minimum information needed for this transaction handoff.
signing representative	Potential attorney or signing representative	No authority assumed until current written evidence is reviewed by the appropriate professional.	uncertain	Power-of-attorney, estate, corporate or other signing evidence remains outstanding/not applicable until confirmed.	Escalate to brokerage leadership and the relevant lawyer before signatures or instructions are relied upon.	Do not include identity documents, banking details or confidential health/family facts in this public workspace.

Deposit delivery, receipt, clearing and trust ledger

Stage	Due	Required	Delivered/date	Receipted	Cleared/protected	Status	Holder/reference	Evidence/direction
Initial deposit	Jul 21, 2026	$25,000.00	$25,000.00 / Jul 21, 2026	$25,000.00	$25,000.00	cleared or protected entered	Brokerage/trust holder and receipt reference to confirm	Entered from receipt/ledger evidence; legal trust status and disbursement remain subject to brokerage/lawyer records.
Additional deposit	Jul 28, 2026	$25,000.00	$25,000.00 / Jul 28, 2026	$25,000.00	$0.00	receipted	Brokerage/trust holder and receipt reference to confirm	Receipt entered; clearance/protection evidence remains outstanding.
Amendment deposit	Aug 2, 2026	$10,000.00	$0.00 / Aug 2, 2026	$0.00	$0.00	scheduled	Holder and payment direction to confirm	Do not send funds using changed or unverified instructions.

Deposit reconciliation and exception summary

Control	Amount	Required response
Required	$60,000.00	Includes recognized delivered-amendment impact $10,000.00
Delivery gap	$10,000.00	Confirm exact due date/time, authorized instructions, delivery and contract-specific direction
Receipt gap	$0.00	No aggregate receipt gap entered
Clearing/protection gap	$25,000.00	Do not equate receipt with cleared/protected funds
Disputed/escalated stages	$0	None entered

Condition, evidence, notice and deadline register

Workstream	Benefit	Deadline	Exact time/zone	Status	Evidence required	Owner	Notice/delivery	Amendment/release	Next action
financing	buyer	Aug 3, 2026	8:00 PM America/Edmonton; exact agreement controls	evidence in review	Written lender commitment, borrower/property conditions, appraisal, insurer position, source of funds and funding date.	Mortgage professional / buyer representative	No waiver or satisfaction notice entered; preserve exact delivery evidence.	No executed amendment entered.	Resolve remaining borrower/property conditions and obtain contract-specific client/legal direction before deadline.
inspection	buyer	Aug 2, 2026	8:00 PM America/Edmonton; exact agreement controls	evidence in review	Inspector report, factual issue register, quotes if requested, insurance/lender implications and buyer instruction.	Buyer representative / inspector	No notice entered; do not treat report delivery as contractual notice.	No executed amendment entered.	Route material issues to qualified professionals and record buyer instruction before deadline.
condo or strata documents	buyer	Aug 4, 2026	8:00 PM local transaction time; exact agreement controls	pending	Current document package, professional review scope, missing items, date coverage and buyer instruction.	Buyer representative / document reviewer / lawyer	No notice entered.	No executed amendment entered.	Confirm package completeness and reviewer conclusion without substituting a score for professional review.
title survey property use	buyer	Aug 5, 2026	8:00 PM local transaction time; exact agreement controls	pending	Current title, survey/RPR/plan, municipal evidence, encroachments, registrations, intended use and lawyer direction.	Buyer lawyer / representative	No notice entered.	No executed amendment entered.	Obtain lawyer-controlled title/property-use review and track any required cure or insurance path.
sale of buyer property	buyer	Aug 8, 2026	8:00 PM local transaction time; exact agreement controls	pending	Related sale status, conditions, firm evidence, net proceeds, bridge fallback and lawyer/lender implications.	Buyer representative / mortgage professional	No notice entered.	No executed amendment entered.	Reconcile the related sale, mortgage funding and fallback before this condition deadline.

Amendment, execution, delivery and system version register

Change	Date	Status	Price impact	Deposit impact	Terms/dates	Execution authority	Delivery/routing	System status
Price and possession amendment	Jul 27, 2026	delivered and acknowledged	-$5,000.00	$10,000.00	Purchase price reduced; possession moved one day; all exact terms require the executed amendment.	All required signatures/capacities entered as complete; verify against final executed copy.	Delivered to parties, brokerages, lawyers and mortgage professional; retain timestamps and acknowledgements.	fully reconciled
Inspection resolution amendment	Jul 30, 2026	draft or proposed	$0.00	$0.00	Potential repair/credit/holdback terms remain under professional review; no agreement inferred.	Draft only; no signature authority or acceptance inferred.	Do not update price, lender, statement or client summary until effective execution/delivery is confirmed.	not started

Property, agreement and possession evidence matrix

Area	Entered record	Professional path
Agreement package	Accepted agreement, every schedule/addendum, incorporated disclosure and current executed amendments must be retained together under the transaction code.	Transaction coordinator / brokerage administration
Inclusions/fixtures	Entered appliances, window coverings, garage controls, keys, attached fixtures and any specifically included personal property require exact agreement reconciliation.	Representatives and lawyers/notaries
Exclusions	No exclusion inferred; reconcile every expressly excluded fixture/chattel and replacement obligation from the signed agreement.	Representatives and lawyers/notaries
Rentals/contracts	Confirm hot-water, HVAC, security, solar, propane, internet or other rented/financed/service equipment, provider, contract, payout/assumption and lawyer treatment.	Provider, lawyers, lender and insurer as applicable
Condition/disclosure/change	Reconcile known facts, seller disclosures, inspection findings, damage/change after acceptance, repairs, permits and material-fact escalation without diagnosing defects.	Qualified property professionals and lawyers as triggered
Title/survey/condo/use	Current title, survey/RPR/plan, municipal evidence, registrations, easements, encroachments, condo/strata records, intended use and lawyer direction remain authoritative.	Lawyers/notaries, surveyor, municipality, condo/strata professionals
Tenancy/vacancy/rent	Confirm possession status, tenancy/lease, notices, deposits, rent adjustments, vacancy, access and legal advice; no vacant-possession right is inferred.	Lawyers/property professionals
Insurance/risk	Confirm bindable coverage, occupancy, vacancy, loss/damage changes, lender requirements and exact risk-transfer terms with insurer and lawyers.	Insurer, lender and lawyers
Keys/access/possession	Inventory keys, fobs, garage controls, alarm/access codes and authorized possession process; do not disclose live access credentials in this workspace.	Representatives and lawyers; secure credentials excluded

Transaction milestone ownership and evidence queue

Milestone	Due	Status	Owner	Recipient/dependency	Evidence	Risk if open
Accepted agreement package to brokerage	Jul 22, 2026	complete with evidence	File coordinator	Brokerage records	Current signed agreement and schedules retained under transaction code.	Incomplete trade record or inconsistent source documents.
Deposit reconciliation	Aug 1, 2026	in progress	File coordinator	Trust/accounting owner	Initial deposit evidenced; additional deposit clearance and amendment deposit remain open.	Deposit deadline, receipt, trust or closing-credit discrepancy.
Condition evidence and client instruction	Aug 2, 2026	in progress	Buyer representative	Client, mortgage professional, inspector and lawyer	Evidence register open; no contractual release inferred.	Missed deadline, unsupported waiver/satisfaction or unrecorded client decision.
Lawyer/notary conveyancing handoff	Aug 6, 2026	waiting external	File coordinator	Buyer and seller lawyers/notaries	Draft handoff awaiting final conditions, amendments, deposits and property records.	Lawyer receives incomplete or contradictory transaction instructions.
Mortgage/lender closing update	Aug 7, 2026	waiting external	Mortgage professional	Lender and buyer lawyer	Updated price, deposit, date, property and borrower-condition evidence required.	Advance, rate, insurer, appraisal or funding mismatch.
Insurance and utilities confirmation	Aug 12, 2026	not started	Buyer representative	Buyer, insurer and service providers	No binding/activation evidence entered.	Closing without required coverage or service transition.
Final walkthrough and possession plan	Aug 24, 2026	not started	Buyer representative	Buyer, seller representative and lawyers	Scope, authority, access, issue and escalation plan required.	Unrecorded condition change, access gap or improper remedy assumption.
Brokerage closeout and client record	Aug 27, 2026	not started	File coordinator	Brokerage administration	Commission, referral, trust, reporting, client delivery and retention evidence required.	Incomplete disbursement, record, privacy or supervision evidence.

Commission, referral and disbursement evidence register

Line	Payor/source	Payee	Base	Tax/other	Total	Status	Authority/evidence	Owner
Listing brokerage commission	Seller/closing statement as entered	Listing brokerage	$22,000.00	$1,100.00	$23,100.00	statement received	Entered commission agreement and draft statement reference; amount and tax require brokerage/lawyer confirmation.	Brokerage accounting
Cooperating brokerage commission	Listing brokerage/closing statement as entered	Cooperating brokerage	$18,000.00	$900.00	$18,900.00	authorized entered	Entered cooperation/commission authority and brokerage direction; no entitlement inferred.	Brokerage accounting
Referral fee	Receiving brokerage	Referring brokerage	$5,000.00	$250.00	$5,250.00	authorized entered	Written brokerage-approved referral agreement, licensing and payee evidence required.	Brokerage accounting / broker
Administration or transaction fee	Client or brokerage as entered	Brokerage	$499.00	$24.95	$523.95	proposed	Confirm signed service agreement, disclosure, tax and statement treatment.	Brokerage administration

Commission receivable reconciliation

Control	Entered amount	Variance/status	Boundary
Gross commission before tax	$40,000.00	Amounts are entered from signed service/cooperation and draft statement evidence; commission, tax, entitlement and closing treatment are not generated.	No entitlement calculated
Entered commission tax	$2,000.00	User-entered	Confirm current tax treatment
Brokerage receivable	$42,000.00	$0.00	Brokerage accounting and lawyer statement control
Detailed disbursement total	$47,773.95	3 open line(s)	Brokerage accounting and closing professionals control receivables, trust, tax, referral, cooperation, holdback, payment and reporting.
Referral authority	See record	Referral payment requires current brokerage-approved written authority, payee/licensing checks and accounting direction.	Licensing, written authority and brokerage direction required

Professional release and client-summary gates

Gate	Status	Owner	Evidence standard
Agreement, schedules and current executed amendments reconciled	Ready - retain dated evidence	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Party names, capacity and signing authority confirmed	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Representation, conflicts and communication routing reviewed	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
True consideration, credits, chattels and tax treatment confirmed	Ready - retain dated evidence	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Deposit schedule and amendments reconciled	Ready - retain dated evidence	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Deposit delivery, receipts, clearing/protection and trust direction confirmed	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Every condition deadline, time zone and benefiting party reconciled	Ready - retain dated evidence	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Condition evidence, client instruction, notice and delivery matched	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Every relied-on amendment fully executed and delivered	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Price, credits, deposits, dates and professional systems updated	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Property facts, inclusions, exclusions and change-after-acceptance record confirmed	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Rental equipment, service contracts and assumption/payout direction confirmed	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Title, condo/strata, survey, tenancy and intended-use issues routed	Ready - retain dated evidence	Representatives and lawyers/notaries	Current source document, review, authority, delivery and instruction as applicable
Mortgage, appraisal, insurer and funding parties updated	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Commission and tax authority confirmed	OPEN	Broker/brokerage administration	Current source document, review, authority, delivery and instruction as applicable
Referral, cooperation and disbursement directions confirmed	OPEN	Broker/brokerage administration	Current source document, review, authority, delivery and instruction as applicable
Lawyer/notary conveyancing handoff reviewed and approved	OPEN	Representatives and lawyers/notaries	Current source document, review, authority, delivery and instruction as applicable
Brokerage trade record and document links complete	OPEN	Broker/brokerage administration	Current source document, review, authority, delivery and instruction as applicable
Privacy purpose, minimization and recipients confirmed	Ready - retain dated evidence	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
FINTRAC processes completed in the approved compliance system	OPEN	Broker/brokerage administration	Current source document, review, authority, delivery and instruction as applicable
Changed payment instructions independently verified	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Closing, possession, keys/access, utilities and incident path confirmed	OPEN	Representatives and lawyers/notaries	Current source document, review, authority, delivery and instruction as applicable
Client-facing transaction summary approved	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable
Current informed client instruction recorded	OPEN	Transaction coordinator	Current source document, review, authority, delivery and instruction as applicable

Client, conveyancing and brokerage handoff matrix

Recipient	Include	Exclude	Release owner
Client	Current entered transaction facts, open decisions, professional responsibilities and next action	Other-party confidential information, access credentials, raw identity/banking and internal negotiation strategy	Buyer representative / file coordinator
Buyer/seller lawyers or notaries	Current agreement/version, parties/capacity flags, consideration, deposits, conditions, amendments, title/property/tenancy issues, closing/possession and source-labelled open items	Unsupported legal conclusions or assumed notice/remedy/tax treatment	Buyer lawyer/notary / Seller lawyer/notary
Mortgage professional/lender	Current price, deposits/source path, amendments, closing, property/use, appraisal/insurance dependencies and consented documents	Other-party confidential strategy or unnecessary personal information	Mortgage professional
Brokerage administration	Complete trade record, trust/deposit evidence, commission/referral authority, disbursement, supervision, privacy and compliance completion status	Sensitive compliance/identity records outside approved systems	Transaction coordinator

Privacy and FINTRAC handling boundaries

Area	Workspace role	Approved system/professional role	Do not infer
Identity and party capacity	Track completion status and professional routing	Brokerage compliance and lawyer systems	Identity, authority or capacity from an entered name
FINTRAC	Track that the approved process is complete/open	Brokerage compliance program, compliance officer and current FINTRAC guidance	Identity verification, beneficial ownership, third-party status, business relationship, reasonable measures, reportability or compliance
Privacy	Limit fields and separate client/professional outputs	Organization privacy process and applicable law	Consent or lawful authority for every use/disclosure
Payments	Track amount/status/evidence reference only	Trust/accounting and lawyer-controlled payment systems	Email, text, caller ID or portal branding authenticates instructions

Official source and applicability registry

Source	Applicability	Reviewed	Use limit
Real Estate Council of Alberta - Real Estate Act Rules	Alberta real estate brokerage standards and record context; confirm current rules, forms, brokerage policy and transaction facts.	Jul 31, 2026	Confirm current province, licence class, transaction and brokerage policy
FINTRAC - Real estate brokers or sales representatives and developers	Official federal sector guidance; complete required identity, beneficial ownership, third-party, business relationship, reporting and record processes only in approved systems under the brokerage compliance program.	Jul 31, 2026	No compliance determination generated
Office of the Privacy Commissioner of Canada - Guidelines for obtaining meaningful consent	Federal private-sector privacy guidance; provincial law, brokerage policy and the specific collection/use/disclosure purpose may also apply.	Jul 31, 2026	Confirm applicable federal/provincial law and exact purpose/recipients

Transaction incident and discrepancy protocol

Issue	Immediate control	Do not assume	Required record
Conflicting agreement versions	Stop downstream updates; identify current executed document and delivery chain with brokerage/legal review	Latest filename, date or email attachment is controlling	Version, parties, signatures, dates, changes, delivery, superseded records and professional direction
Missed/uncertain condition deadline	Preserve chronology and communications; escalate immediately to licensed representative and lawyer	Silence, late evidence, portal status or conduct created waiver, satisfaction, extension or termination	Exact clause, date/time/zone, evidence, notice, delivery, response, advice and client instruction
Deposit mismatch	Reconcile signed schedule, amendment, payor, holder, trust receipt, clearing and disbursement; verify payment instructions independently	Delivered, received, receipted, cleared, protected and credited mean the same thing	Amount, due/delivery/receipt/clearing dates, holder, transaction code, evidence, exception and direction
Changed payment instructions	Stop transfer and independently contact known lawyer/brokerage channels; escalate suspected fraud	Email, text, caller ID, urgency or branding proves authenticity	Original/change instruction, known-channel verification, contacts, time, authorization, incident response and outcome
Property change or damage	Record objective facts, protect people/property, notify appropriate parties and route legal/insurance/property advice	Showing feedback or agent observation diagnoses cause, materiality, disclosure or remedy	Date/time, source, location, photos authority, prior condition, immediate control, notices, advice and client instruction
Commission/referral discrepancy	Hold reliance/payment; reconcile signed authority, brokerage directions, licences, tax and closing/accounting statements	A spreadsheet or deal sheet creates entitlement	Agreement, payor/payee, basis, amount/tax, approvals, statement, holdback/dispute and final direction

Suggested next steps

Escalate the inspection condition due Aug 2, 2026 (8:00 PM America/Edmonton; exact agreement controls) now.
Resolve deposit delivery $10,000.00, receipt $0.00 and clearing/protection $25,000.00 gaps without using unverified payment instructions.
Resolve execution, delivery and downstream system reconciliation for 1 amendment/change record(s).
Current entered price reconciles to recognized delivered amendment impacts.
Complete 7 open transaction milestone(s) before closing.
Resolve 18 open professional release gate(s) before issuing final handoffs.

Warnings

The signed agreement, effective amendments, trust ledger, brokerage records, lender instructions, title evidence and lawyer/notary statements control; this workspace does not alter them.
Condition status, deadlines, notices, deposits, amendments, title, tenancy, warranties, remedies and closing obligations require province- and contract-specific professional review.
Commission, cooperation, referral, taxes, holdbacks and disbursements are user-entered and must be confirmed by brokerage accounting and closing professionals.
Complete FINTRAC identity, beneficial ownership, third-party, business relationship, reporting and record obligations only through the brokerage's approved compliance program and systems.
Do not enter government identification, SIN, bank/trust account numbers, live access credentials, privileged advice or unnecessary confidential personal information.
Never send a deposit or closing funds using changed or unverified payment instructions.

Sources and data freshness

Real Estate Council of Alberta - Real Estate Act Rulesneeds review

Effective Alberta real estate brokerage standards and record context; confirm current rules, forms, brokerage policy and transaction facts. · Last reviewed 2026-07-31

Official Alberta regulator source; confirm current transaction and jurisdiction applicability.

FINTRAC - Real estate brokers or sales representatives and developersverified

Effective Official federal sector guidance; complete required identity, beneficial ownership, third-party, business relationship, reporting and record processes only in approved systems under the brokerage compliance program. · Last reviewed 2026-07-31

Official federal sector guidance; no compliance determination is made.

Office of the Privacy Commissioner of Canada - Guidelines for obtaining meaningful consentverified

Effective Federal private-sector privacy guidance; provincial law, brokerage policy and the specific collection/use/disclosure purpose may also apply. · Last reviewed 2026-07-31

Official federal privacy guidance; provincial law and organization policy may apply.

RealEstateTools.ca provides educational estimates only. Results are not legal, financial, tax, mortgage, appraisal, accounting, or investment advice. Confirm all numbers with qualified professionals.

Quick answer

Transaction Deal Sheet & Conveyancing Handoff Workspace helps realtors, real estate teams, transaction coordinators, brokerage administrators, buyers, sellers, mortgage professionals, lawyers, notaries and conveyancers decide: Is the transaction record internally consistent, which evidence or professional instruction remains open, and what can safely be sent to the client, lawyers and brokerage administration? It provides a transparent educational estimate with assumptions, warnings, source citations where applicable, and next steps for professional review.

How this tool should be used

Use the output as a decision aid, not a final answer. Some tools produce calculations, while others create checklists, timelines, comparison tables, or review prompts that help you move the file forward.

Frequently asked questions

What is the Transaction Deal Sheet & Conveyancing Handoff Workspace?

Transaction Deal Sheet & Conveyancing Handoff Workspace is a Canadian real estate planning tool for realtors, real estate teams, transaction coordinators, brokerage administrators, buyers, sellers, mortgage professionals, lawyers, notaries and conveyancers. It helps answer: Is the transaction record internally consistent, which evidence or professional instruction remains open, and what can safely be sent to the client, lawyers and brokerage administration?

Are the results guaranteed?

No. Results are educational estimates only and are not legal, tax, mortgage, appraisal, accounting, investment, or financial advice. Confirm all numbers with qualified professionals.

Does this tool use Canadian assumptions?

Yes. The platform is designed for Canada-first calculations, province-aware source metadata, Canadian terminology, and rule freshness tracking.

Can I export or save the result?

The free workflow includes email and PDF-style report calls to action. Saved report storage and account dashboards can be layered on later without changing the public calculators.

Transaction Deal Sheet & Conveyancing Handoff Workspace

Planning details

Transaction identity and controlling dates

How this tool should be used

Frequently asked questions

Related tools