A worksheet is how a buyer asks for a unit in a pre-construction launch before the sales office opens to the public. It isn’t a purchase agreement. It’s a request, usually ranked, that the developer uses to decide who gets which unit.
Worksheets are common in launch-driven markets like the Greater Toronto Area. The exact process varies by developer and by project, so always follow the builder’s own instructions.
What a buyer usually submits
- Their first, second and third choice of unit or suite type
- Full legal name, address and contact details for every purchaser
- Government photo ID
- Occupation and employer, where the developer asks
- Whether they intend to live in the unit or invest
- Sometimes a deposit cheque or proof of funds, held until allocation
How allocation works
The developer collects worksheets during a set window, then allocates units. Broker and VIP worksheets are often reviewed first. A buyer who is allocated a unit is invited to sign the agreement of purchase and sale and pay the first deposit. Anyone not allocated is told, and their worksheet is closed.
What the agent needs to manage
- The launch materials: floor plans, price list, deposit structure and incentives
- A worksheet for every client, complete before the deadline
- ID and deposit details for each purchaser
- Which client was allocated which unit, and what happens next
Where worksheets go wrong
- Missing ID. A worksheet without ID for every purchaser is often set aside.
- Out-of-date price lists. Prices and incentives change between previews. Clients choose units from an old list.
- Choices that are too narrow. Three choices on the same floor plan leave nothing to fall back on.
- Late submission. Allocation windows are short. A worksheet in after the cut-off may not be looked at.
- Files in five places. Floor plans in one email, the price list in another, ID in a text. It's how mistakes happen on launch day.
Running worksheets in one place
Put the launch in one place: the current floor plans and price list, a worksheet form your clients fill in online, with ID and documents uploaded straight from their phone. Every submission lands with the client it belongs to, so on allocation day you know exactly who asked for what.
Shrubs does this with a launch Shrub, Forms with uploads, and a record of which clients opened the price list. The Free plan includes 2 GB of storage.