firmbiz

What firmbiz handles

Every part of the transaction it takes off your plate — and every BC document it files into your brokerage's system and keeps complete.

Features

Documents & compliance

  • Files executed documents straight into SkySlope
  • Tracks your brokerage's full checklist & flags every missing required doc
  • Prepares key forms from the client's ID, the title, and the contract
  • Names & organizes every document consistently
  • Tracks DocuSign envelopes — out for signature vs. completed

Deadlines & deal-risk

  • Tracks every contract date: subject removal, completion, possession, deposit, financing
  • Flags an at-risk deal before a deadline slips
  • Counts the clock in hours when one is running
  • Puts confirmed dates on your calendar

Showings & tours

  • Captures showing requests, confirmations & cancellations
  • Records lockbox-verified access — who entered, and when
  • Builds buyer-tour itineraries (set time per stop, route auto-planned)

Client experience

  • A private, branded roadmap for every seller and buyer
  • Live showing activity with lockbox proof
  • Automatic client updates — they feel looked-after

Money & relationships

  • Commission tracking — pipeline, split, net, advances
  • Birthday & home-anniversary client outreach
  • A daily report: what needs you, what's handled, what to watch

FINTRAC & identity

  • Fills the identity, property & rule-based fields for you
  • Leaves the risk assessment & verification to you — never fabricated
  • Keeps client PII private and out of client-facing pages

Documents it files & keeps complete

Contract & terms

  • Contract of Purchase & Sale
  • Addendums / Amendments / Extensions
  • Subject Removal Form
  • Collapse / Mutual Release
  • Notice of Multiple Offers Presented
  • Rescission Notice

Agency & representation

  • Disclosure of Representation in Trading Services (DORTS)
  • Privacy & Consent Form
  • Buyer's Agency Acknowledgement
  • Exclusive Buyer's Agency Agreement
  • Buyer's Acknowledgement of Rights & Benefits
  • Dual Agency / Unrepresented Party risk disclosures
  • DORT / PNC / FINTRAC for Unrepresented Parties

FINTRAC / identity

  • Individual Identification
  • PEP / HIO Form
  • Beneficial Ownership
  • Receipt of Funds
  • Corporate FINTRAC
  • Notice of Articles / Certificate of Incorporation

Commission & remuneration

  • Commission / Fee Agreement
  • Commission Information Form
  • Commission Change Agreement
  • Disclosure of Remuneration
  • Disclosure to Sellers of Expected Remuneration
  • Remuneration Form
  • Referral Agreement + disclosures

Deposit

  • Copy of Deposit Cheque
  • Receipt of Funds
  • Late Deposit Form
  • Deposit Not Held by Brokerage

Property & title

  • Title Search / Common Title
  • Property Disclosure Statement (PDS) / No-PDS disclosure
  • Land Owner Transparency (LOTA)
  • Strata Form B / Strata documents

Listing side

  • MLS Listing Agreement
  • Strata / Data Input Form
  • MLS Feature Sheet
  • Disclosure of Interest in Trade

Conditions & waivers

  • Waiver of Financing
  • Waiver of Inspection
  • Waiver of Insurance
  • Waiver of PDS
  • Waiver of Title

Lawyer, closing & tenancy

  • Buyer & Seller Lawyer Information Form
  • Trade Record Sheet
  • Disclosure of Home Buyer's Right of Rescission
  • Mutual Agreement to End Tenancy / Notice to Vacate
firmbiz files what's executed into your brokerage's system and tracks the entire required checklist — so a file is never quietly incomplete. Some forms it pre-fills from the client's ID and the title; the professional judgment always stays with you.