Member365

Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the Contact's Email Address.	Use
{EVENT_CREDITS}	Adds the Event's Credits.(Events Only)	Use
{EVENT_CREDITS}	Adds the Event's Credits.(Events Only)	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use

SPONSORED BY: TitlePLUS

A Basic Course on Residential Real Estate Transactions – 7 Day Series

This is a seven-day series that set out the step-by-step process of preparing and completing a Residential Real Estate Transaction from start to finish.

April 14, 2022 – Agreement of Purchase and Sale

Review sections of the agreement
Discuss differences between Ontario Real Estate Board (or Toronto Real Estate Board) form and form of agreement of purchase and sale for a new home prepared by a builder
Diarize closing, requisition dates, condition dates

April 21, 2022 – Next Steps after review of Agreement – What you need from Client?

Sample checklist acting for vendor / purchaser
Speaking to lawyer re title insurance
Is there a survey for the property?
Ask the purchaser how he/she is taking title
Discuss property insurance coverage with purchaser
Condos vs other homes – additional searches and considerations
Mortgage details / request Discharge Statement
Request your title search and any off-title searches required

April 28, 2022 – Title Search Requisitions and Responses

When acting for the purchaser, make sure to send the requisition letter to the vendor’s counsel on or before the requisition date
Vendor’s counsel has a responsibility to respond to requisitions in a timely manner
Which requisitions request removal of an actual encumbrance from and which ones are title clean-up requisitions – do they all need to be dealt with?

May 5, 2022 – Document Preparation

Vendor vs Purchaser differences – who typically prepares which documents
Doc Preparation Programs
Document Registration Agreement
Mortgage for the Purchase including any identification requirements
Statement of Adjustments for vendor

May 12, 2022 – Preparing for Closing

Set up appointment for clients to sign docs
Review of documents and all financial aspects of transaction
Provide mortgagee with documents needed for mortgage funds to be available on closing

May 19, 2022 – Closing the Deal

How to get everything done on purchaser/vendor side
How to deal with problems – timing, financing, escrow, sub-search – what happens if one party cannot or will not close

May 26, 2022 – Post-Closing and Reporting

Follow up on any undertakings – keep diarizing until you receive confirmation that all items on undertakings have been completed
Report to client
Report to mortgagee

Presented by: Lisa Matchim, ILCO Certified Expert in Real Estate Law | Stikeman Elliott LLP

A Basic Course on Residential Real Estate Transactions – 7 Day Series - April 14 to May 26, 2022

April 14 - May 26, 2022