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The Workflow

How OfferCopilot works.

A real walkthrough of how a Toronto agent writes, fills, submits, and tracks an offer with OfferCopilot — from the first showing to the signed APS sitting in the lawyer's inbox.

01

The showing ends. Your phone is already drafting the offer.

Your buyer loved the house on Dovercourt. You're sitting in the car. You open the listing on realtor.ca, click the OfferCopilot button in your browser bar, and twenty-eight listing fields pop into a new draft offer — address, legal description, property taxes, condo status, MLS number, listing agent contact, coop commission, the works.

Supported today: realtor.ca · REALM (matrix) · condos.ca · HouseSigma · Zolo. All running as a Chrome extension you install once.

02

Pick the client. The wizard fills in what it already knows.

Step 2 asks who the buyer is. You pick from your client list (or add a new one with a magic-link invite). Co-buyers are one click. Their legal names, date of birth, employment, pre-approval status, and BRA status are already on file — so every later step uses them without you retyping.

03

Price, deposit, dates — with guardrails.

Steps 3 through 7 cover price, commission and rebate treatment, deposit, completion date, and irrevocable time. Each has sensible defaults (deposit = 5%, irrevocable = 24h on weekdays) and AI suggestions keyed to the listing. You can override anything. The wizard tells you when your irrevocable lines up on a Sunday or your deposit is below the listing's threshold.

04

Conditions and Schedule A, written for you.

Step 10 suggests conditions based on the property type and the client's financing status — financing, inspection, status certificate for condos. Every clause is the full OREA wording, with the deadline computed from your completion date. Step 11 lets you add custom additional terms; our clause library covers the common ones, with citations back to the CREA/OREA standard language.

05

Inclusions, taxes, disclosures — nothing falls through.

Step 12 is chattels/fixtures/rentals. Step 13 is closing adjustments. Step 14 computes LTT and MLTT based on the property location and first-time-buyer status. Step 9 surfaces known disclosures — including anything the platform finds in public records or listing history that the listing didn't mention — so you can ask the listing agent before you sign, not after.

06

Generate. Sign. Send.

Step 16 is one button. OfferCopilot fills Form 801, every schedule you need, the confirmation of cooperation, and the BRA if one's missing. You get a signature-ready PDF — drop it in DocuSign, SignNow, or whatever your brokerage uses. The lawyer's email is pre-filled from your Agent profile.

07

Track until it's firm.

Once submitted, you see the offer status, irrevocable countdown, and every document revision in one view. Counters are a click — clone the offer, tweak the price, regenerate. Every change is logged for compliance. Your clients get emailed summaries automatically.

Stop writing offers at midnight.

Pilot access is limited to Ontario brokerages through the summer.

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