There are 3 different roles when placing an order:
This is the person who owns the property they are requesting documents for. This person must be legally listed as a home owner on the title for that property or the executor of the estate for that person.
A lawyer or notary can request documents generally if they are involved in the estate of a home owner or the closure of a sale of a property. They commonly order Form F in BC. When they place orders for BC they are required to complete an Undertaking when it is requested of them through the order by the Property Manager. It is a requirement of their orders.
This is the person selling the property, they can request any documents like the home owner except the Form F in BC. In order for them to obtain documents, they must have a signed listing agreement or owner authorization form attached to the order in PDF format. This would be added in Step 4 of the order.
Bank/Mortgage Broker: This role is the same as the realtor role but will require the Owner Authorization to obtain strata documentation form signed and attached. This is used when someone is refinancing or redoing their mortgage on their property.
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