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The playbook for a new real estate agent

Where 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.

The kind of business: Real estate agents and brokerages. Page reviewed 4 Nov 2026.

A new real estate agent

Things to hand a clientpublic samples

2 recordsto know
1 registerclients check
Free listingnever paid for
  1. Thinking about it
  2. Getting ready to sell
  3. Searching and financing
  4. The offer and its conditions
  5. Closing and moving
  6. The first 90 days
  7. Making it yours
  8. Adding a unit or renting it out
  9. Living there

Where clients come from

  1. Getting ready to sell

    Owners getting ready to sell read the "before you list" pages: the documents to gather, a pre-listing inspection, selling a rented home, the heritage register. Some order an owner's report to hand to buyers as it is.

  2. Searching and financing

    Buyers run the free check on the addresses they are watching and read the town's questions. An agent whose clients arrive with a report reads the same records, with a source and date on each line.

  3. The offer and its conditions

    Inside the offer window, the agents' guide walks the records by stage: the permits on record, applications nearby, the zoning.

What a listing shows

What a listing looks like
Your business nameReal estate agents and brokeragesRegister checked
  • The towns you serve
  • Languages
  • What you specialise in

Your website

FreeIn the order checkedNever paid for

  • The towns served and the languages worked in.
  • The brokerage's name, as on every other piece of an agent's material, and the registration checked with RECO before the listing shows.
  • What the work specialises in: first homes, rural properties, newcomers, investment properties.

Listing on OfferDue is free and in the order businesses were checked, never paid for. Where a licence or register exists we check it before a listing shows.

Ask for a free listingHome teams, town by town

The records to know

OfferDue's tools for this work

The register and the line

  • RECO: registrant searchShows whether an agent or brokerage is registered to trade in real estate in Ontario.Check the register →

What OfferDue does and doesn't do with this business:

  • A client code counts reports. It pays no one: no referral fee in either direction.
  • Listing is free and shows in the order businesses were checked: no business pays for a place, a label or an order on any page.
  • OfferDue takes no fee for a client who finds a listed business, and pays none to anyone for a client.
  • OfferDue's pages say what each record shows and where it comes from: never legal, financial, insurance or inspection advice.

Public-record information, not legal, financial, insurance or inspection advice. A listing on OfferDue is not a recommendation; check licences and references yourself.