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Playbooks: where clients come from around a home offer
One page for each kind of business around a home offer: the moments its clients appear, what those clients read on OfferDue at each one, what a listing shows, the records to know, the tools OfferDue makes for the work, and the register a client checks. Records, never advice.
27 playbooks. Page reviewed 4 Nov 2026.
- A first-year mortgage agentWhere a new mortgage agent's clients come from around a home offer, what they read on OfferDue at each moment, what the listing shows, and the client handout that carries the brokerage's name and licence number.
- A bank's mortgage specialistWhere a bank or credit union's mortgage specialist meets buyers around a home offer, what those buyers read on OfferDue first, and the client handout with the bank's name at the top.
- A new real estate agentWhere a new agent's clients come from around a home offer, what owners and buyers read on OfferDue at each moment, and the showing sheet and report packs that carry the brokerage's name.
- A lawyer starting a real estate practiceWhere a real estate lawyer's clients come from around a home offer, what buyers and owners read on OfferDue before they call, and the off-title summary and closing checklist made for the file.
- A home inspectorWhere a home inspector's clients come from around a home offer, what owners and buyers read on OfferDue before booking, and the inspection records page to attach to a report.
- A home stagerWhere a stager's clients come from around a home offer: owners getting ready to sell, and the agents working with them, reading OfferDue's "before you list" pages.
- A moving companyWhere a mover's clients come from around a home offer: buyers and sellers between a firm deal and closing day, reading the closing steps and their new street's parking rules.
- A rental finderWhere a rental finder's clients come from: renters comparing units and landlords adding a unit, reading the town's rental rules and the records for each address.
- An appraiserWhere an appraiser's clients come from around a home offer, what lenders, buyers and owners read on OfferDue, and the appraisal records page for the file.
- A home insurance brokerWhere a home insurance broker's clients come from around a home offer: buyers who need cover from closing day, reading the records an insurer asks about.
- A general contractorWhere a renovator's clients come from around a home: new owners making it theirs, reading the lot's rules before the first drawing.
- A plumberWhere a plumber's clients come from around a home: buyers and new owners reading basement flooding and the sewer records for their street.
- A basement waterprooferWhere a waterproofer's clients come from around a home: buyers and owners reading basement flooding, the soil and the slope of the lot.
- A radon testerWhere a radon tester's clients come from around a home: buyers inside the conditions and new owners reading Health Canada's guideline.
- A garden suite builderWhere a garden suite builder's clients come from: owners and investors reading the extra-unit rules for their lot, town by town.
- A property managerWhere a property manager's clients come from: owners and investors adding a unit or renting, reading their city's rental rules.
- An electricianWhere an electrician's clients come from around a home: owners before a listing and new owners reading what ESA's records show.
- A rooferWhere a roofer's clients come from around a home: buyers inside the conditions and new owners reading the weather and permits for their address.
- A heating and air conditioning contractorWhere a heating contractor's clients come from around a home: new owners in their first months reading the gas, electricity and weather records.
- A real estate photographerWhere a real estate photographer's clients come from: owners and agents getting a home ready to list.
- A pre-listing cleanerWhere a deep-cleaning business's clients come from: owners getting ready to sell and people moving in or out.
- A painterWhere a painter's clients come from around a home: owners before a listing and new owners making it theirs.
- A junk removal businessWhere a junk removal business's clients come from: owners decluttering before a listing and people moving.
- A land surveyorWhere a land surveyor's clients come from around a home: buyers inside the conditions, owners gathering documents, and owners planning work at the lot line.
- A landlord and tenant paralegalWhere a landlord and tenant paralegal's clients come from: owners selling a rented home, landlords adding a unit, and renters before a lease.
- An architectWhere a residential architect's clients come from: owners making a home theirs or adding a unit, reading the lot's rules before the first drawing.
- An arboristWhere an arborist's clients come from around a home: owners reading their city's tree by-law before work, and buyers reading the trees on and near the lot.
Public-record information, not legal, financial, insurance or inspection advice. A listing on OfferDue is not a recommendation; check licences and references yourself.