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1. Due Diligence: Used when the purchaser requires specific due diligence provisions and access rights

2. Security Package: Required when additional security documents are being transferred alongside the mortgage

3. Portfolio Sale Provisions: Included when multiple mortgages are being sold as a portfolio

4. Post-Completion Obligations: Added when specific actions are required after completion

5. Transitional Services: Needed when the seller will provide ongoing services during a transition period

6. Electronic Settlement: Required when settlement will occur through an electronic platform

7. Break Fee: Included when parties agree to break fee arrangements for failed completion

8. Anti-Money Laundering Compliance: Detailed AML obligations when required by transaction size or nature

1. Schedule 1 - Mortgage Details: Detailed description of the mortgage(s) being sold, including loan amount, interest rate, and term

2. Schedule 2 - Property Details: Details of the underlying property/properties subject to the mortgage(s)

3. Schedule 3 - Form of Transfer: Prescribed form of mortgage transfer documentation

4. Schedule 4 - Completion Checklist: List of documents and actions required for completion

5. Schedule 5 - Seller's Warranties: Detailed warranties given by the seller

6. Schedule 6 - Notice to Mortgagor: Form of notice to be sent to the underlying borrower

7. Appendix A - Related Security Documents: List and copies of associated security documents being transferred

8. Appendix B - Power of Attorney: Form of power of attorney if required for completion