CALGARY BUYER OFFER STRATEGY AND NEGOTIATION EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Buyer mandate and decision authority, property listing and offer stage, exact presentation counter and expiry times, property type ownership intended use and hold period, second-showing micro-location condition and material-fact evidence, listing history, true sold comparables, current active substitutes, low supported and stretch ranges, asking price, written price payment and cash ceiling, immediate-work allowance and reserve floor, competition statement source time and whether a signed written offer was communicated, seller-directed process and confirmed priorities, opening improved best-and-final and walk-away instructions, deposit amount source access payee trustee delivery method verified instructions deadline receipt remaining down payment closing cash and fraud response, borrower documents down-payment trail rate hold debt or employment changes, property condo suite insurer and lender review, appraisal requirement support funded gap limit and failure plan, inspection scope access inspector specialists bookings limits estimates and repair threshold, condo package and reviewer, title RPR compliance encroachment permits inspections suite tenancy intended use insurance and lawyer questions, every condition with task owner evidence booking due date notice deadline acceptable result extension and no-go rule, possession lease sale travel work school mover funding overlap and temporary-housing effects, inclusions exclusions fixtures chattels appliances remotes keys parking storage repairs credits access occupancy and promises, offer counter amendment and expiry version ledger, authorized instruction channel, complete signed-copy control, post-closing repair moving deductible and emergency reserve, backup property adjacent community different property type or funded housing fallback, final no-deal triggers, and accepted-offer transfer of contract deposit conditions deadlines financing appraisal insurance inspection documents amendments cash reserve possession owners and proceed extend renegotiate or pause thresholds. Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice. DECISION CONTEXT Name(s): ________________________________________________ Property / community / search area: _______________________ Property type: ___________________________________________ Budget, price, or value range: _____________________________ Decision to make: _________________________________________ Deadline and reason: ______________________________________ Primary goal: _____________________________________________ What would make me pause or walk away? ____________________ TOPIC EVIDENCE [ ] Buyer mandate and decision authority: ________________________________________________ [ ] Property listing and offer stage: ________________________________________________ [ ] Exact presentation counter and expiry times: ________________________________________________ [ ] Property type ownership intended use and hold period: ________________________________________________ [ ] Second-showing micro-location condition and material-fact evidence: ________________________________________________ [ ] Listing history: ________________________________________________ [ ] True sold comparables: ________________________________________________ [ ] Current active substitutes: ________________________________________________ [ ] Low supported and stretch ranges: ________________________________________________ [ ] Asking price: ________________________________________________ [ ] Written price payment and cash ceiling: ________________________________________________ [ ] Immediate-work allowance and reserve floor: ________________________________________________ [ ] Competition statement source time and whether a signed written offer was communicated: ________________________________________________ [ ] Seller-directed process and confirmed priorities: ________________________________________________ [ ] Opening improved best-and-final and walk-away instructions: ________________________________________________ [ ] Deposit amount source access payee trustee delivery method verified instructions deadline receipt remaining down payment closing cash and fraud response: ________________________________________________ [ ] Borrower documents down-payment trail rate hold debt or employment changes: ________________________________________________ [ ] Property condo suite insurer and lender review: ________________________________________________ [ ] Appraisal requirement support funded gap limit and failure plan: ________________________________________________ [ ] Inspection scope access inspector specialists bookings limits estimates and repair threshold: ________________________________________________ [ ] Condo package and reviewer: ________________________________________________ [ ] Title RPR compliance encroachment permits inspections suite tenancy intended use insurance and lawyer questions: ________________________________________________ [ ] Every condition with task owner evidence booking due date notice deadline acceptable result extension and no-go rule: ________________________________________________ [ ] Possession lease sale travel work school mover funding overlap and temporary-housing effects: ________________________________________________ [ ] Inclusions exclusions fixtures chattels appliances remotes keys parking storage repairs credits access occupancy and promises: ________________________________________________ [ ] Offer counter amendment and expiry version ledger: ________________________________________________ [ ] Authorized instruction channel: ________________________________________________ [ ] Complete signed-copy control: ________________________________________________ [ ] Post-closing repair moving deductible and emergency reserve: ________________________________________________ [ ] Backup property adjacent community different property type or funded housing fallback: ________________________________________________ [ ] Final no-deal triggers: ________________________________________________ [ ] Accepted-offer transfer of contract deposit conditions deadlines financing appraisal insurance inspection documents amendments cash reserve possession owners and proceed extend renegotiate or pause thresholds: ________________________________________________ CALGARY VERIFICATION CONTROL [ ] Property address, community, property type, and decision deadline are recorded. [ ] Budget, price or value range, monthly comfort, and cash reserve are separated. [ ] Current source dates and geography are written beside every market or rule-based claim. [ ] Relevant active alternatives and recent comparable transactions are identified. [ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner. [ ] Documents are saved in one folder with missing items and follow-up dates visible. [ ] The most expensive plausible downside has a cost range and funding plan. [ ] A credible backup property, community, timing, or transaction path is named. [ ] The walk-away or pause rule is written before urgency increases. [ ] The next review date and the evidence that would change the decision are recorded. EVIDENCE LOG Use one row per important fact. Record the source itself, not only who mentioned it. 1. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 2. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 3. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ RED / AMBER / GREEN DECISION BOARD GREEN - current, property-specific, understood evidence: ____________________________________________________________ AMBER - plausible but waiting on evidence or professional review: ____________________________________________________________ RED - material downside with no acceptable control or fallback: ____________________________________________________________ OPTIONS AND TRADEOFFS Preferred path: ____________________________________________ Best credible alternative: _________________________________ What the preferred path improves: __________________________ What it costs or makes harder: ______________________________ Worst plausible outcome and estimated cost: ________________ How that downside would be reduced or funded: ______________ NEXT-STEP BRIEF Current best decision: _____________________________________ Why the evidence supports it: _______________________________ Three unresolved questions: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Next action: _______________________________________________ Owner: __________________________ Due: _____________________ Review trigger: ____________________________________________ Next review date: __________________________________________ PROPERTY-SPECIFIC HELP When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.