Real estate brokers

A complete sale file,without chasing the seller.

One request per sale, one card per person: the seller for the certificate of location, the tax bills and the deed, the syndicate for the certificate it has fifteen days to produce. meo follows up with each until everything is in, and every document arrives dated in the agency’s account.

One request per sale. You see what is missing, per person.

  • Created
  • Sent
  • In progress
  • 4Completed

Completed on April 9

ERÉmilie Roy3 of 3
  • Property deed1 file · received on April 2
  • Certificate of location1 file · received on April 8
  • Tax bills2 files · received on April 2
CNCamille Nguyen3 of 3
  • Syndicate’s certificate1 file · received on April 9
  • Meeting minutes3 files · received on April 3
  • Financial statements and budget2 files · received on April 3

Reminders go out on their own. You stop chasing the seller.

History

Émilie RoyPrimary clientCompleted
  1. Submitted 2 documents

    Sept. 28, 2026, 10:12
  2. Reminder sent

    Sept. 26, 2026, 14:30Email DeliveredSMS Delivered
Marc RoySignerNotified
  1. Reminder sent

    Sept. 29, 2026, 14:30Email DeliveredSMS Delivered
  2. Reminder sent

    Sept. 26, 2026, 14:30Email DeliveredSMS Delivered

Received when, viewed by whom. The log exports to the agency’s file.

Activity log

Actions in Laval and across the organization

Export
Sophie7 daysFilters
  • Sep 26, 14:32Sophie Lavoiesophie.lavoie@example.comDocument downloadedBank statement.pdf
  • Sep 26, 13:58Sophie Lavoiesophie.lavoie@example.comDocument viewedBank statement.pdf
  • Sep 25, 16:48Sophie Lavoiesophie.lavoie@example.comDocument downloadedProof of identity.pdf
  • Sep 25, 16:45Sophie Lavoiesophie.lavoie@example.comDocument viewedProof of identity.pdf

CSV export downloaded

For your agency

  • Templates includedRequest templates ready when you sign up. Edit them or build your own.
  • Files stay with the agencyYour brokers work in the agency’s account. A broker you remove loses access at once.
  • No account to createThe seller, the buyer and the syndicate’s manager receive their link by email or text and enter a one-time code.
  • Retention per typeOne duration per document type, which you set. meo warns you before the deadline.

Frequently asked questions

All questions
Does meo replace my software or my forms?

No. You fill out and sign your OACIQ forms as you do today. meo gets the documents from the seller, the buyer and the syndicate, next to your software, and you file them in the agency’s record in a single download.

What about the syndicate’s certificate?

Since August 14, 2025, a condo seller must give it to the promising buyer, and the syndicate has 15 days to produce it. Send the request to the manager as soon as the listing contract is signed, with the minutes and the financial statements: meo reminds them at the pace you choose.

What about my client’s ID?

If you meet them in person, the OACIQ asks you not to keep a copy. For a remote check, ask for it in the link: it arrives dated and encrypted at rest, and the verification itself remains yours.

Centralize your client relationshipsin minutes.

30-day free trial. No credit card. Documents hosted in Montréal, Canada.