Details of Mortgage Loan Required
Purpose of Financing
New Mortgage
Second Mortgage
Refinance Property
Pre-Approval
Mortgage Renewal
Consolodate Debt
Please Choose
Purchase Price or Value of Property to be Mortgaged $
Amount of Mortgage Needed
$
Closing Date or Estimated Date Funds Required
Source of Downpayment
(where the $ are from, e.g. equity, gift, savings)
Downpayment Amount
$
First Applicant:
Personal Information
First
Initial
Last
Social Insurance #
Date of Birth (mm/dd/yyyy)
Address:
Street
Street Type
Avenue
Boulevard
Circle
Court
Crescent
Drive
Gate
Lane
Place
Road
Street
Terrace
Trail
Way
Direction
None
East
West
North
South
North East
Northwest
Southeast
Southwest
City
Alberta
British Columbia
Saskatchewan
Manitoba
Ontrario
Quebec
Nova Scotia
Prince Edward Island
New Brunswick
Yukon
Northwest Territories
Nunavit
Province
Postal Code
Unit #
# years
#months
(If less than 3-years, please fill out below)
Street
Street Type
Avenue
Boulevard
Circle
Court
Crescent
Drive
Gate
Lane
Place
Road
Street
Terrace
Trail
Way
Direction
None
East
West
North
South
North East
Northwest
Southeast
Southwest
City
Alberta
British Columbia
Saskatchewan
Manitoba
Ontrario
Quebec
Nova Scotia
Prince Edward Island
New Brunswick
Yukon
Northwest Territories
Nunavit
Province
Postal Code
Unit #
# years
# months
Home Phone
Work Phone
Extension
I currently:
Rent
Own
Email
Income:
Current Employer
# years
# months
Occupation Type
Manager
Clerical
Labourer/Tradesperson
Retired
Professional
Self Employed
Other
Please Choose
Industry
Construction
Government
Health
Education
High Tech
Retail Sales
Leisure/Entertainment
Banking/Finance
Transport
Services
Manufacturing
Farming/Natural Resources
Other
Please Choose
Employer Address
Gross Annual Income $
Type of Income
Salary
Hourly
Commission
Pension
Other
Please Choose
If less than 3-years, please fill out below:
Previous Employer
# years
# months
Occupation Type
Manager
Clerical
Labourer/Tradesperson
Retired
Professional
Self Employed
Other
Please Choose
Industry
Construction
Government
Health
Education
High Tech
Retail Sales
Leisure/Entertainment
Banking/Finance
Transport
Services
Manufacturing
Farming/Natural Resources
Other
Please Choose
Employer Address
Gross Annual Income $
Type of Income
Salary
Hourly
Commission
Pension
Other
Please Choose
Other Income (from)
Amount $
Applicant 1: Financial Net Worth - ASSETS
If assets are joint (between both applicants), please list under Applicant 1 and do not duplicate.
Cash in Bank
Located at
Principle Residence Value
Rental/Other Property Value(s)
Monthly Income
RRSP's Value
Non-resistered Investments Value
Automobiles Value
Year/Make
Year/Make
Other Assets
Description
Applicant 1: Financial Net Worth - DEBTS
Mortgage on Principle Residence ($)
Monthly Payment
Mortgage on Rental Property ($)
Monthly Payment
Lines of Credit ($)
Monthly Payment
Credit Cards - Total Amounts Owing
Monthly Payment
Car Loans Total Amounts Owing
Monthly Payment
Personal Loans Total Amounts Owing
Monthly Payment
Co-signed Loans, Mortgages, Credit
Monthly Payment
Other Payments
Monthly Payment
Comments for First Applicant
Co-Applicant:
Personal Information
First
Initial
Last
Social Insurance #
Date of Birth (mm/dd/yyyy)
Current Address:
Street
Street Type
Avenue
Boulevard
Circle
Court
Crescent
Drive
Gate
Lane
Place
Road
Street
Terrace
Trail
Way
Street Direction
None
East
West
North
South
North East
Northwest
Southeast
Southwest
City
Alberta
British Columbia
Saskatchewan
Manitoba
Ontrario
Quebec
Nova Scotia
Prince Edward Island
New Brunswick
Yukon
Northwest Territories
Nunavit
Province
Postal Code
Unit #
# years
#months
(If less than 3-years, please fill out below)
Street
Street Type
Avenue
Boulevard
Circle
Court
Crescent
Drive
Gate
Lane
Place
Road
Street
Terrace
Trail
Way
Street Direction
None
East
West
North
South
North East
Northwest
Southeast
Southwest
City
Alberta
British Columbia
Saskatchewan
Manitoba
Ontrario
Quebec
Nova Scotia
Prince Edward Island
New Brunswick
Yukon
Northwest Territories
Nunavit
Province
Postal Code
Unit #
# years
# months
Home Phone
Work Phone
Extension
Email
Income:
Current Employer
# years
# months
Occupation Type
Manager
Clerical
Labourer/Tradesperson
Retired
Professional
Self Employed
Other
Please Choose
Industry
Construction
Government
Health
Education
High Tech
Retail Sales
Leisure/Entertainment
Banking/Finance
Transport
Services
Manufacturing
Farming/Natural Resources
Other
Please Choose
Employer Address
Gross Annual Income $
Type of Income
Salary
Hourly
Commission
Pension
Other
Please Choose
If less than 3-years, please fill out below:
Previous Employer
# years
# months
Occupation Type
Manager
Clerical
Labourer/Tradesperson
Retired
Professional
Self Employed
Other
Please Choose
Industry
Construction
Government
Health
Education
High Tech
Retail Sales
Leisure/Entertainment
Banking/Finance
Transport
Services
Manufacturing
Farming/Natural Resources
Other
Please Choose
Employer Address
Gross Annual Income $
Type of Income
Salary
Hourly
Commission
Pension
Other
Please Choose
Other Income (from)
Amount $
Co-Applicant: Financial Net Worth - ASSETS
Cash in Bank
Located at
Principle Residence Value
Rental/Other Property Value(s)
Monthly Income
RRSP's Value
Non-resistered Investments Value
Automobiles Value
Year/Make
Year/Make
Other Assets
Description
Co-Applicant: Financial Net Worth - DEBTS
Mortgage on Principle Residence ($)
Monthly Payment
Mortgage on Rental Property ($)
Monthly Payment
Lines of Credit ($)
Monthly Payment
Credit Cards - Total Amounts Owing
Monthly Payment
Car Loans Total Amounts Owing
Monthly Payment
Personal Loans Total Amounts Owing
Monthly Payment
Co-signed Loans, Mortgages, Credit
Monthly Payment
Other Payments
Monthly Payment
Comments for Co-Applicant
Description of Property to be Mortgaged
For a pre-approval, please omit.
Street
City
Postal Code
Age of Property
Heating Type
Heat Month $
Size of Property: .
SQ. FT.
Sq. Metres
Size of Lot:
SQ. FT.
SQ. METERS
Taxes
This property is on MLS system
Yes
No
Value of Property $
I have written an offer on this property
Yes
No
Refinance Information
(Please only fill out if you want to refinance your property or renew your mortgage)
Original Purchase Date (dd/mm/yyyy)
Original Mortgage Amount $
Original Purchase Price
Current Mortgage Lender
Current Mortgage Balance
Mortgage Renewal Date
Improvements Made to Property
Value $
Purpose of Refinance
Renewal: Mortgage Is Up For Renewal
Pay Off Debt
Buy Investment Property
Renovations
Other
Please Choose
BEFORE YOU CLICK THE SUBMIT BUTTON:
Please note, before we can proceed with your mortgage file and pull your credit report, we must have signed confirmation from you to do so as well as your signature on a cilent disclosure form. Please download the pdf file to the right, sign/date and either scan and email back or fax to: 780-634-9398.
A new window will open and you will not lose the data you have filled out on this form.
PDF Consent Form: