CALGARY CLOSING CONTROL AND POSSESSION EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Property and legal description, buyer seller linked sale-purchase condo new-build remote estate tenancy or authority-sensitive role, complete signed contract schedules waivers notices and amendments, condition status, exact possession date and time, current occupancy and intended use, decision and signing authority, first stop gate, lawyer and firm contact verified through trusted source, file accepted, fees disbursements and urgent contact, exact legal names, identification, authority, remote or in-person signing, witness or commissioning needs, trusted secure document and payment process, buyer lender mortgage broker appraisal insurer and outstanding conditions, lender instructions to lawyer and funding date, seller lender mortgage payout penalty discharge secured debts and proceeds destination, deposit credit, remaining down payment, cash to close, source and transfer method, sale proceeds, bridge facility, same-day transfer dependency, backup cash, preliminary and final statements, purchase price, property-tax TIPP condo fee rent utility GST credit repair holdback legal fee and disbursement adjustments, current title and registered interests, RPR compliance encroachment easement dower permit suite condo parking storage tenancy and authority questions, registration and title-insurance questions for the lawyer, buyer and seller insurance transition, vacancy rental suite condo claim damage and delayed-possession context, final walkthrough contract baseline, accessible condition, new damage, repairs, inclusions, exclusions, invoices, permits, warranties, keys, remotes and codes, legal possession authorization owner, transaction communication, key holder, after-hours process and no-entry control, condo manager elevator move deposit loading parking fobs intercom mailbox storage mover insurance pet and occupancy registration, movers storage utilities internet mail cleaners locksmith trades deliveries pets children work travel medication and first-night needs, linked sale and purchase timeline, delayed-funding registration occupancy repair key or move failure case, trusted lawyer transaction lender insurer condo mover utility emergency and accommodation contacts, next update time, immediate safety and repair reserve, locks alarms shutoffs baseline photos utilities meters property tax TIPP condo insurance warranties manuals maintenance and first-30-day tasks, evidence owner, deadline, status, stop gate, escalation and fallback for every item. 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 [ ] Property and legal description: ________________________________________________ [ ] Buyer seller linked sale-purchase condo new-build remote estate tenancy or authority-sensitive role: ________________________________________________ [ ] Complete signed contract schedules waivers notices and amendments: ________________________________________________ [ ] Condition status: ________________________________________________ [ ] Exact possession date and time: ________________________________________________ [ ] Current occupancy and intended use: ________________________________________________ [ ] Decision and signing authority: ________________________________________________ [ ] First stop gate: ________________________________________________ [ ] Lawyer and firm contact verified through trusted source: ________________________________________________ [ ] File accepted: ________________________________________________ [ ] Fees disbursements and urgent contact: ________________________________________________ [ ] Exact legal names: ________________________________________________ [ ] Identification: ________________________________________________ [ ] Authority: ________________________________________________ [ ] Remote or in-person signing: ________________________________________________ [ ] Witness or commissioning needs: ________________________________________________ [ ] Trusted secure document and payment process: ________________________________________________ [ ] Buyer lender mortgage broker appraisal insurer and outstanding conditions: ________________________________________________ [ ] Lender instructions to lawyer and funding date: ________________________________________________ [ ] Seller lender mortgage payout penalty discharge secured debts and proceeds destination: ________________________________________________ [ ] Deposit credit: ________________________________________________ [ ] Remaining down payment: ________________________________________________ [ ] Cash to close: ________________________________________________ [ ] Source and transfer method: ________________________________________________ [ ] Sale proceeds: ________________________________________________ [ ] Bridge facility: ________________________________________________ [ ] Same-day transfer dependency: ________________________________________________ [ ] Backup cash: ________________________________________________ [ ] Preliminary and final statements: ________________________________________________ [ ] Purchase price: ________________________________________________ [ ] Property-tax TIPP condo fee rent utility GST credit repair holdback legal fee and disbursement adjustments: ________________________________________________ [ ] Current title and registered interests: ________________________________________________ [ ] RPR compliance encroachment easement dower permit suite condo parking storage tenancy and authority questions: ________________________________________________ [ ] Registration and title-insurance questions for the lawyer: ________________________________________________ [ ] Buyer and seller insurance transition: ________________________________________________ [ ] Vacancy rental suite condo claim damage and delayed-possession context: ________________________________________________ [ ] Final walkthrough contract baseline: ________________________________________________ [ ] Accessible condition: ________________________________________________ [ ] New damage: ________________________________________________ [ ] Repairs: ________________________________________________ [ ] Inclusions: ________________________________________________ [ ] Exclusions: ________________________________________________ [ ] Invoices: ________________________________________________ [ ] Permits: ________________________________________________ [ ] Warranties: ________________________________________________ [ ] Keys: ________________________________________________ [ ] Remotes and codes: ________________________________________________ [ ] Legal possession authorization owner: ________________________________________________ [ ] Transaction communication: ________________________________________________ [ ] Key holder: ________________________________________________ [ ] After-hours process and no-entry control: ________________________________________________ [ ] Condo manager elevator move deposit loading parking fobs intercom mailbox storage mover insurance pet and occupancy registration: ________________________________________________ [ ] Movers storage utilities internet mail cleaners locksmith trades deliveries pets children work travel medication and first-night needs: ________________________________________________ [ ] Linked sale and purchase timeline: ________________________________________________ [ ] Delayed-funding registration occupancy repair key or move failure case: ________________________________________________ [ ] Trusted lawyer transaction lender insurer condo mover utility emergency and accommodation contacts: ________________________________________________ [ ] Next update time: ________________________________________________ [ ] Immediate safety and repair reserve: ________________________________________________ [ ] Locks alarms shutoffs baseline photos utilities meters property tax TIPP condo insurance warranties manuals maintenance and first-30-day tasks: ________________________________________________ [ ] Evidence owner: ________________________________________________ [ ] Deadline: ________________________________________________ [ ] Status: ________________________________________________ [ ] Stop gate: ________________________________________________ [ ] Escalation and fallback for every item: ________________________________________________ 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.