Folder DescriptionPrevious File(s)Closing/Completion Date MM slash DD slash YYYY Intake ContactPhonePurchased Property Address / Civic Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Is Tarra Acting for both Buyer and Seller? Yes No Yes No We have also been asked to act for the seller. A notary can act for both parties for a simple transaction, do you consent for us to act for you in this matter? Yes No Is the Purchase by a Company? Yes No Company NameBuyer InformationName First Middle Last Gender Male Female OccupationIndustryPhone #1:Phone #2:Date of Birth (yyyy-mm-dd) MM slash DD slash YYYY SINCitizenship Canadian Perm Resident Work Permit Other Citizenship Country (for PR Clients)Work Permit Expiry Date MM slash DD slash YYYY Email Concent to Email You? Yes No Date (yyyy-mm-dd) MM slash DD slash YYYY Permission for a Secure Portal? Yes No Secure Portal PasswordPassword Discussed/Relayed to Client? Yes No Why Won't a Secure Portal be used?Do you plan to live in the property? Yes No Address to be on title: Same as above Other Will you be signing in person with Tarra? Yes No Select confirmation method for signing appointment: Text Email Both Please indicate where and why you are not signing with Tarrra.What is the relationship between the buyers?Buyers RealtorPhone No.Water Source City Well Other Other (Water Source)Septic Source City Other Other (Septic Source)Is the property a strata building? Yes No Strata Contact:Is the property or any part of the property currently being rented? Yes No Will the any part of the property be rented after purchase? Yes No Rental QuestionsHow many rental units?DetailsIs the tenant staying or have they been given notice? Staying Leaving When was notice given? MM slash DD slash YYYY Is there a damage deposit? Yes No AmountWhen was it recieved? MM slash DD slash YYYY What is the amount of the monthly rentResidential tenancy agreement in place? Yes No Please upload a copy of the residential tenancy agreement:Upload AgreementMax. file size: 1 GB.Deposit AmountDeposit Held By:Funding Option Mortgage Cash Fire/House insurance provider?Mortgage InstituteBrokerInternal Note: Assignment of Rents is RequiredWhat bank is the down payment/funds inThis is the balance needed to complete the purchase and is independent of any mortgage funds. This is not the same as the deposit that may have been left with your realtor.Source of Down Payment (choose all that apply) Gift Savings Sale RRSP or other investment account Other ource of Down Payment (choose all that apply)(other)Source is GiftGift Letter Yes No Gift Letter From:DetailsSource is SavingsWhat BankSource is SaleClosing Date (yyyy-mm-dd) MM slash DD slash YYYY WhereAre we acting on the sale? Yes No Not Acting on SaleWhy are we not acting on the sale?Lawyer/Notary Name First ContactOtherSource is RRSPHave you contacted the bank to gain access? Yes No Signing by Power of Attorney? Yes No POW CHECKLIST REQUIREDSigning as Executor? Yes No EXECUTOR CHECKLIST REQUIREDTenancy Joint Tenants Tenants in Common N/A (one person only) Joint Tenants: each owns the whole of the asset, rather than a distinct fractional share. Joint tenancy creates a right of survivorship where a joint tenant's share of the property passes to the other joint tenant(s) upon death. (most common) Tenants in Common: is a legal arrangement in which two or more parties have ownership interests in a real estate property or parcel of land. Tenants in common can own different percentages of the property.If the property is sold or one of the registered owners dies, who would the proceeds go to?Proceeds Beneficiary ClarificationFractional InterestNamePercentageReason for Fractional Interest Add RemoveSeller's LawyerPhoneFaxConveyancerEmail Sellers DetailsFirst NameLast Name Add Remove
