CALGARY REPRESENTATION AND PROFESSIONAL-TEAM EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Consumer role and transaction stage, property or listing, every party brokerage business and professional, client or customer status, sole designated common-law or transaction-brokerage relationship, loyalty advocacy facilitation confidentiality and instruction authority, Consumer Relationships Guide, written service agreement, services exclusions responsibilities property or search criteria, exclusivity, start end termination amendment release and holdover, compensation formula payer credit shortfall tax expenses referral benefit and when earned, conflict same-brokerage related-party builder lender prior-dealing and personal-interest disclosures, RECA ProCheck licence class status brokerage and authorization, Law Society lawyer check, Alberta home-inspector and business licence check, file-specific condo suite permit infill acreage new-build luxury tenancy estate separation appraisal insurance tax title RPR and closing expertise, actual work owner supervisor workload turnaround backup insurance and escalation, lawyer lender mortgage broker inspector appraiser insurer condo reviewer engineer environmental tax or other specialist handoffs, authorized decision makers trusted channels response standards confidentiality recipients and privacy consent, complete signed agreements disclosures offers counters schedules amendments notices waivers evidence advice instructions receipts and chronology, deposit trust wire payout banking identity payee account amount purpose deadline call-back and receipt controls, unexpected changed instruction incident response, current contract money condition listing closing possession limitation or complaint deadline, requested correction, broker escalation, independent legal advice, regulator complaint, financial-institution insurer lender or law-enforcement path, evidence preservation, no-go rules, owner and delivery time for every action. 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 [ ] Consumer role and transaction stage: ________________________________________________ [ ] Property or listing: ________________________________________________ [ ] Every party brokerage business and professional: ________________________________________________ [ ] Client or customer status: ________________________________________________ [ ] Sole designated common-law or transaction-brokerage relationship: ________________________________________________ [ ] Loyalty advocacy facilitation confidentiality and instruction authority: ________________________________________________ [ ] Consumer Relationships Guide: ________________________________________________ [ ] Written service agreement: ________________________________________________ [ ] Services exclusions responsibilities property or search criteria: ________________________________________________ [ ] Exclusivity: ________________________________________________ [ ] Start end termination amendment release and holdover: ________________________________________________ [ ] Compensation formula payer credit shortfall tax expenses referral benefit and when earned: ________________________________________________ [ ] Conflict same-brokerage related-party builder lender prior-dealing and personal-interest disclosures: ________________________________________________ [ ] RECA ProCheck licence class status brokerage and authorization: ________________________________________________ [ ] Law Society lawyer check: ________________________________________________ [ ] Alberta home-inspector and business licence check: ________________________________________________ [ ] File-specific condo suite permit infill acreage new-build luxury tenancy estate separation appraisal insurance tax title RPR and closing expertise: ________________________________________________ [ ] Actual work owner supervisor workload turnaround backup insurance and escalation: ________________________________________________ [ ] Lawyer lender mortgage broker inspector appraiser insurer condo reviewer engineer environmental tax or other specialist handoffs: ________________________________________________ [ ] Authorized decision makers trusted channels response standards confidentiality recipients and privacy consent: ________________________________________________ [ ] Complete signed agreements disclosures offers counters schedules amendments notices waivers evidence advice instructions receipts and chronology: ________________________________________________ [ ] Deposit trust wire payout banking identity payee account amount purpose deadline call-back and receipt controls: ________________________________________________ [ ] Unexpected changed instruction incident response: ________________________________________________ [ ] Current contract money condition listing closing possession limitation or complaint deadline: ________________________________________________ [ ] Requested correction: ________________________________________________ [ ] Broker escalation: ________________________________________________ [ ] Independent legal advice: ________________________________________________ [ ] Regulator complaint: ________________________________________________ [ ] Financial-institution insurer lender or law-enforcement path: ________________________________________________ [ ] Evidence preservation: ________________________________________________ [ ] No-go rules: ________________________________________________ [ ] Owner and delivery time for every action: ________________________________________________ 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.