ReportDraft for real estate agents and brokersCANADA
FOR REAL ESTATE AGENTS AND BROKERAGES

The compliance paperwork behind every deal, done right

The federal records and disclosures each deal needs, with the deadlines and keep-until dates worked out and every rule linked to its official text. Fill them in once, sign them, keep them on file.

Start your FINTRAC Records membership freeSee plans

FINTRAC Records from C$9 a month. 14-day free trial with your first client record and up to 5 template downloads. Card required, nothing charged today, cancel anytime.

  • Real estate agents and sales representatives
  • Brokers and compliance officers
  • Teams and brokerages with many agents

FINTRAC Records

The identification, receipt of funds and politically exposed person records a brokerage keeps for every client in a purchase or sale.

See the FINTRAC client record and its template

Why it pays for itself

Without ReportDraftWith ReportDraft
Chasing missing details when the audit comesEvery required item on one record, checked before you sign
Working out deadlines and keeping periods by handDeadlines and keep-until dates worked out from your entries
Paper forms scattered across every agent's carSigned PDF and Word copies kept in one account
Paying for a full transaction suite to fill in one formA plan for the records you keep, from one a month
Start your FINTRAC Records membership free14 days free. Nothing to pay today. Cancel online anytime.

Plans for real estate agents, brokers and brokerages

FINTRAC Records plans

Starter C$9 /month

One a month, with every template.

  • 1 client record a month and every template
  • 1 user
  • Need more? C$7 each, no surprise charges

14-day free trial. Nothing charged today.

Pro C$39 /month

Twenty a month for an active agent or a small team.

  • 20 client records a month and every template
  • 3 users
  • Need more? C$4 each, no surprise charges
Team C$175 /month

For a brokerage keeping every agent's records in one place.

  • 150 client records a month and every template
  • 25 users
  • Need more? C$2 each, no surprise charges

Prices in Canadian dollars, plus any tax. A plan covers every province or territory in Canada. Need several industries or both countries? Talk to us about Enterprise.

01 / ENTER

Enter the details

Names, dates, identification and amounts, once.

02 / CHECK

See it worked out

Deadlines, required items and the rules that apply, each linked to the official text.

03 / KEEP

Sign and keep

A signed PDF and an editable Word file for the client file.

Questions

Is this an official FINTRAC form?

No. FINTRAC does not publish a form for these records. ReportDraft lays out the information the regulations require, with each rule linked to the official text. ReportDraft is not affiliated with FINTRAC.

Who keeps the records, the agent or the broker?

The broker. A sales representative's FINTRAC duties rest with their broker, except reporting suspicious transactions, which applies to both.

How many does a plan include?

Starter includes one a month, Pro includes 20 and Team includes 150 for brokerages. Extra ones can be added at any time.

Can I try it first?

Every Starter plan comes with a 14-day trial. Card required, nothing charged today, cancel online anytime.

Templates in Word and PDF

Every template comes with a plan plan or free trial. Each one is set up for your province or territory where we have checked its rules.

FINTRAC Records template