Gathering Property Details & Listing Information

Preparing to list your home for sale is an important step, and we’re here to guide you through the process with ease and professionalism. To ensure a successful listing, we kindly request the following items and information:

Access & Availability:

  • Provide us with keys to access all structures on your property, including the main house (or unit), storage shed, and garage.
  • Share any alarm codes (if any)
  • Are there any specific showing instructions, especially regarding pets, lights, and locks?
  • Showings typically are pre-approved and occur daily between 9:00 a.m. and 8:30 p.m. Are there any specific days or times you need to be blocked off?


Monthly & Annual Expenses and Rental Costs:

  • What are your yearly taxes? 
    • Please keep a copy of your tax bill on your counter to view.
  • What are your average summer and winter gas and electricity bills?
    • Please keep a copy of your utility bills on your counter to view.
  • Are there any rental expenses or monthly contract fees (water heater, mechanical rentals, water softener, alarm system etc.)
  • Are the rentals and contracts transferrable to the new owners?
  • How much to “buy out” the units?


Warranties & Receipts:

  • Please place all renovation and home improvement warranties, invoices and receipts on the counter to view (if relevant or applicable).
  • Please place all appliance and mechanical system warranties and receipts on the counter to view (if new or applicable).


Other Property Details:

  • Are there any disclosures or defects to report to buyers? (Remember, material latent defects must legally be disclosed to buyers (flooding, structural defects, major issues, etc.)).
  • What is the age of the:
    • Furnace, 
    • AC, 
    • Windows,
    • Roof, 
    • Other (if any)
  • If you have a pool, please provide the: age, type, depth, size, liner, heater, etc.
  • If you have a hot tub, please provide the related specs and information.


What Is Included and Excluded?

  • Keep in mind, when selling your property, the following items are assumed to stay with the property (meaning you cannot take them with you unless otherwise stated in the offer):
    • All window coverings (drapes, blinds, rods, etc.)
    • All bathroom mirrors
    • Anything fixed or secured to the walls or structures (built-in storage units, etc.)
    • All light fixtures (including light bulbs) that are hardwired.
  • What appliances and pieces are included in the sale?
  • Is there anything that is fixed or secured to the property that you would like to exclude from the sale (light fixture, ceiling fan, window coverings, bathroom mirrors, etc.)
  • For condos, what kind of parking and storage is included with the unit, and what are their legal identification numbers?


Legal Information & Renderings:

  • If you have them, please share with us any surveys of the property, any renderings of your property or its structures, any drawings or pamphlets that may be useful, etc.
  • Let us know about any declarations, restrictive covenants, or deed restrictions.
  • Are there any pet restrictions or pet rules? 
  • Who will your lawyer be for your sale? 
  • Are there any special assessments or increases expected?
  • Share information regarding any homeowners or condominium associations your property is part of.


Special Assessments & Local Projects:

  • If applicable, inform us of any special assessments or expected increases in fees or taxes.
  • Are there any upcoming projects you are aware of (sewers, culverts, infrastructure, new developments, etc.)? 


Mortgage Details (if discussing sale proceeds):

  • If you’d like to review sale proceeds and understand how much you’ll have after the sale, provide mortgage details, including the outstanding amount and monthly payments. 


Documentation Requirements (FINTRAC)

  • For all people on the title/deed, I will need the following pieces of information:
    • Direct phone number.
    • Email address.
    • Home mailing address.
    • Occupation.
    • Employer.
    • Photo of your valid driver’s license or passport (cannot be expired or expire within the next 3 months).
    • Are you a Canadian Citizen or a Permanent Resident?
    • Are you selling on behalf of others or under a corporation? If yes, we will need a copy of the Articles of Incorporation, as well as all of the above information from all Directors of that corporation. 

We appreciate your cooperation in gathering these essential documents and details. This information will help us provide you with the best possible service and ensure a smooth and successful listing process.


If you have any questions or require further assistance with any of these items, please do not hesitate to reach out. Your trust in Team Monty Real Estate Group is greatly valued, and we look forward to making your selling experience a positive one.