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Form 801, Offer Summary Document for use with Agreement of Purchase and Sale, page 1
Moderate · 62/100Form Complexity Index

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What this form asks for

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Ontario Real Estate Association (OREA) Form 801, the Offer Summary Document, is used by real estate professionals in Ontario to summarize the key details of a buyer's offer and confirm its submission to the listing brokerage. This document helps ensure compliance with the Trust in Real Estate Services Act, 2002, by providing a standardized record of the offer's existence and terms. Today, this form can be filled out quickly and accurately using AI-powered services like Instafill.ai, which can also convert non-fillable PDF versions into interactive fillable forms.
Fillable fields52
Pages1
Sections17
Tables and lists3
Form Complexity IndexModerate, 62/100

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How to Fill Out Form 801 Online for Free in 2026

What the AI walks you through.

  1. Navigate to an AI-powered platform like Instafill.ai and upload or select OREA Form 801.
  2. Use the AI assistant to input the property address and the date of the Agreement of Purchase and Sale.
  3. Enter the information for the brokerage submitting the offer, including the sales representative's name and the buyer's name(s).
  4. Provide the offer submission details, such as the method (e.g., email, in person), date, time, and the irrevocability period.
  5. If a counter-offer is being made, complete the corresponding section with the buyer's details and new irrevocability terms.
  6. Review all the information auto-filled by the AI for accuracy, then have the buyer(s) apply their digital or physical signatures and dates.
  7. Download, print, or securely share the completed Form 801 with the listing brokerage and other relevant parties.

Common Mistakes in Completing Form 801

The ones the AI is built to catch.

Ambiguous Irrevocability Time
Users often enter a time in the 'Irrevocable until' field without specifying 'a.m.' or 'p.m.'. This happens due to haste or assuming the context is clear. The consequence is critical ambiguity, as an offer intended to be open until 9:00 p.m. could be interpreted as expiring at 9:00 a.m., potentially causing the buyer to lose the property. Always double-check that 'a.m.' or 'p.m.' is clearly marked to create a legally sound and unambiguous deadline.
Incomplete Real Property Address
People frequently provide only the street address, omitting the unit number for condos or the full legal description when required. This oversight can lead to confusion, especially in buildings with multiple units or for properties with complex legal boundaries. An incomplete address can delay the transaction or create legal issues later. To avoid this, always include the full municipal address, including any unit/suite numbers, and attach the legal description if necessary.
Incorrect Use of the Counter Offer Section
A common error is for a buyer's agent to fill out the 'For Buyer counter offer' section when submitting the initial offer. This section is exclusively for when a buyer is responding to a seller's sign-back, not for the first offer. This mistake creates a confusing and incorrect document, misrepresenting the offer's history. Ensure only the top section is completed for the initial offer submission.
Using Informal or Incomplete Names
Buyers or agents may enter nicknames or incomplete versions of legal names in the 'Name of Buyer(s)' field. Real estate transactions require full legal names as they appear on government-issued ID and title documents. Using incorrect names can lead to significant delays and require amendments to the Agreement of Purchase and Sale. Always use the full, official legal names for all parties involved in the transaction.
Mismatched Agreement and Submission Dates
The date on the 'Agreement of Purchase and Sale' and the 'offer was submitted' date are often entered incorrectly, sometimes showing the submission date as being before the agreement was even dated. This logical inconsistency occurs from simple data entry errors but can undermine the document's credibility and create confusion during audits or disputes. Carefully verify that all dates are entered in the correct sequence. AI-powered tools like Instafill.ai can help flag such logical inconsistencies.
Missing Signatures or Signature Dates
In transactions with multiple buyers, it's easy to miss a signature or its corresponding date. An offer is not legally binding until all named buyers have signed and dated it. This omission can invalidate the offer or give the seller grounds to ignore it. Before submission, meticulously review the document to ensure all required signature and date fields are completed for every buyer.
Omitting the Submission Method
The field specifying how the offer was submitted ('by fax, by email or in person') is frequently left blank. This information is crucial for creating a clear audit trail and can be vital in disputes over when and how an offer was officially delivered. Failing to record the method weakens the formal record of the offer process. Always explicitly state the delivery method as part of a complete submission.
Buyer's Agent Filling the Listing Brokerage Section
The agent submitting the offer sometimes mistakenly fills out the bottom section reserved 'For Listing Brokerage receiving the offer'. This section is the sole responsibility of the seller's agent to document their receipt and presentation of the offer. This error creates an inaccurate record and shows a lack of procedural understanding. The submitting agent must only complete the top sections related to the buyer's offer and submission.
Inconsistent Timestamps Between Brokerages
The buyer's agent records a submission time, and the listing agent records a reception time, but these times can be inconsistent or lack verification, leading to disputes about when the offer was officially received. This is especially problematic in multiple-offer situations where timing is critical. To prevent this, it is best practice to use a verifiable delivery method like email, which provides a digital timestamp, and ensure both agents acknowledge the specific time of receipt.
Leaving Offer Status Unchecked
The listing agent, after presenting the offer to the seller, may forget to check one of the final status boxes: 'Accepted', 'Signed Back/Countered', or 'Expired/Declined'. This form serves as a summary and record of the offer's journey, and omitting the final outcome leaves the record incomplete. This can cause issues for brokerage compliance and record-keeping. The listing agent must always complete this final step to officially close the loop on the offer summary. Since this form is a non-fillable PDF, a tool like Instafill.ai can convert it into a fillable version, making it easier to complete all required fields digitally.

Frequently Asked Questions About Form 801

 

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Yes. You pay $0 today. Cancel before Nov 5 and you are never charged. Keep it, and it is $19.99 a month for 5 fills of your Form 801.
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This plan is for your Form 801: your own AI agent fills it as often as 5 times a month. To fill other forms and upload your own, choose a Professional plan from your account.
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How does the AI fill out Form 801?
You answer a few questions in plain words, or upload a document you already have. The AI reads what you give it and puts each answer into the right field of Form 801, on every page, in seconds. It checks the answers against the form's own rules, and you review and change anything before you download, print or sign.
What happens to my information?
It is encrypted in transit and at rest, and it is never used to train AI.
How complex is Form 801 to fill out?
Form 801 has a Form Complexity Index of 62 out of 100, in the moderate tier: 52 fillable fields across 1 page. Instafill.ai's AI fills it in under a minute, with every field there for you to review before you download.
What is the purpose of Form 801, the Offer Summary Document?
Form 801 is used in Ontario to summarize the key details of a formal offer on a property. It serves as a cover sheet to the main Agreement of Purchase and Sale, confirming the offer's existence and tracking its submission.
Is Form 801 the actual offer to buy the property?
No, this form is not the offer itself, but a summary that accompanies the full Agreement of Purchase and Sale. It is used to register and track the offer with the seller's brokerage.
Who fills out this form?
The buyer's real estate agent fills out the top section, which the buyer then signs. The seller's agent completes the bottom section to log the offer's receipt, presentation, and outcome.
What does the 'Irrevocable until' date and time mean?
This is the deadline by which the seller must accept your offer. If they do not respond by this specific time, your offer automatically becomes void.
Why are there two sections for the buyer to sign?
The first section is for your initial offer. The second section, labeled 'For Buyer counter offer,' is only used if you are responding with a new offer after the seller has countered your original one.
What information is recorded in the 'For Listing Brokerage' section?
The seller's agent uses this section to officially record when they received your offer, when they presented it to the seller, and what the seller's final decision was (Accepted, Countered, or Declined).
What happens after my agent submits Form 801?
Your agent submits this form along with your full offer to the seller's brokerage. This creates a formal record and initiates the offer presentation process with the seller.
What is the difference between 'Accepted', 'Signed Back/Countered', and 'Expired/Declined'?
'Accepted' means the seller agrees to your terms. 'Signed Back/Countered' means the seller has proposed changes, and 'Expired/Declined' means the offer was rejected or the time limit passed.
Can AI tools help my agent fill out this form?
Yes, services like Instafill.ai use AI to accurately auto-fill form fields, which can save your agent time and help prevent errors when preparing your offer documents.
How can this form be filled out online?
Your agent can use a service like Instafill.ai to upload and complete the form digitally. The platform makes it easy to enter all required information, obtain e-signatures, and share the completed document securely.
The PDF of Form 801 I received is not fillable. What can be done?
If you have a non-fillable or 'flat' PDF, a platform like Instafill.ai can convert it into an interactive, fillable form. This allows for easy digital completion without needing to print and scan the document.
Why does this form reference the Trust in Real Estate Services Act, 2002 (TRESA)?
This form helps brokerages comply with TRESA regulations in Ontario, which mandate the creation of a written record for every offer received on a property. It ensures a transparent and documented process for handling all offers.
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