New construction buyers need intake before firm closing — not at key handoff

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 do new construction buyers need before firm closing?

Commonly purchaser ID, APS and amendments, Tarion addendum and Warranty Information Sheet where the build is covered, deposit receipts, incentive acknowledgements, lawyer docs, and FINTRAC-related records per brokerage policy — verify per deal and current Tarion/HCRA rules.

Why start intake early?

Multi-year builds lose deposit confirmations and buyer contact changes — checklist preserves milestones.

Do assignments need separate checklists?

Yes — assignment typically adds party ID and consent docs beyond a standard buyer template. Confirm with counsel and brokerage policy.

Should pre-con differ from resale buyer checklist?

Extend the resale template with amendment, deposit schedule, occupancy, and (where applicable) Tarion registration confirmation lines.

Does Hivi-X track construction timelines or register with Tarion?

No. Checklist tracks documents; dates and Tarion/HCRA filings are your deal-management and advisor layer.

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