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1. Servicing Arrangements: Required if mortgage servicing rights are being transferred or new servicing arrangements are being established

2. Portfolio Review: Include for large portfolio sales where a due diligence period is required

3. Post-Closing Adjustments: Needed for transactions where purchase price may need adjustment based on post-closing reconciliation

4. Regulatory Compliance: Special section for transactions requiring specific regulatory approvals or compliance measures

5. Environmental Matters: Required for commercial mortgage sales where environmental risks are relevant

6. CMHC Insurance: Required for sales of CMHC-insured mortgages

7. Security Release: Needed when existing security arrangements need to be unwound

8. Transition Services: Include when seller will provide temporary transition services to purchaser

1. Schedule A - Mortgage Schedule: Detailed list of all mortgages being sold, including key details like principal amounts, interest rates, and maturity dates

2. Schedule B - Form of Transfer Documents: Templates for mortgage assignment and transfer documents

3. Schedule C - Mortgage Files: Inventory of all mortgage documentation being transferred

4. Schedule D - Purchase Price Calculation: Detailed methodology for calculating the purchase price

5. Schedule E - Excluded Assets: List of any assets or rights explicitly excluded from the sale

6. Schedule F - Form of Notice to Borrowers: Template for notifications to be sent to mortgage borrowers

7. Appendix 1 - Due Diligence Findings: Summary of any due diligence findings and agreed remediation actions

8. Appendix 2 - Closing Checklist: List of all deliverables and actions required for closing