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
I/We warrant and confirm that the information given in the mortgage application form is true and correct and I/we understand that it is being used to determine my/our credit responsibility and to evaluate and respond to my/our request for mortgage financing. You are authorized to obtain any information you may require for these purposes from other sources (including, for example, credit bureaux) and each such source is hereby authorized to provide you with such information. I/we also understand, acknowledge and agree that the information given in the mortgage application form as well as other information you obtain in relation to my credit history may be disclosed to potential mortgage lenders and mortgage insurers, organizations providing technological or other support services required in relation to this application and any other parties with whom I/we propose to have a financial relationship.
I/we further acknowledge and agree that each potential mortgage lender and mortgage insurer or applicable service provider to whom you provide the mortgage application and/or my/our personal information is permitted to receive such application and information and maintain records relating to me/us and my/our mortgage application and to hold, use, communicate and disclose personal information about me/us, including my/our Social Insurance Number (SIN) if I/we provide it, and collect personal information from me/us, you and from third persons, including credit bureaux, credit reporting and collection agencies, financial institutions, my/our past and present employers, creditors and tenants, my/our spouse or any other person who has information about and me/us for the purpose of recording, evaluating and responding to my/our application for mortgage financing and I/we specifically consent to the release and disclosure of personal information by such persons to and among you and each potential mortgage lender and mortgage insurer and applicable service provider.