Record documentation


This session will help you review your records documentation procedures and bring them up to code. An OACIQ trainer will guide you in an interactive setting to improve your records documentation skills.

Well-documented records will protect your clients, your agency and yourself. Take a few moments to make sure you master this real estate brokerage skill.



  • Understand the obligations of broker and agency
  • Recognize the main documents to obtain, consult and place on record
  • Know the sources of information that can help you



  • Broker's and agency's duties and obligations
  • Documents required in records
  • Residential brokerage
  • Commercial brokerage
  • Mortgage brokerage
  • Information sources