Agent-to-agent offer handoff documents — Ontario realtors

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

What documents belong in an agent-to-agent offer handoff?

Typically signed offer/agreement, deposit receipt or proof, buyer ID copies per brokerage policy, schedules A/B, FINTRAC identity/records where your role requires them, and condition-related docs as they arrive — follow your brokerage compliance list.

Should listing agents accept email attachments only?

Many still do. Risk is incomplete packages and version confusion — offer v3 mixed with v1 initials.

Does Hivi-X replace DocuSign or brokerage forms?

No. Collect supporting documents and export organized PDFs; e-sign and MLS workflows stay in your existing tools.

Can co-agents share one checklist?

Hivi-X co-agent workflow lets another team member QC uploads on the same client checklist.

When is email handoff fine?

Experienced duo who closed dozens of deals together and use identical naming — rare for rental-heavy GTA teams.

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