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Summary Where are you in your financing process? What is most important to you in your mortgage financing? If we find a competitive offer for you among 2-3 offers, would you be willing to move forward? Have you already received an offer or pre-qualification from another financial institution? Have you already gathered some financial documents? Do you have a deadline to finalize your financing?

Personal Information Salutation: First Name: Last Name: Date of Birth (YYYY/MM/DD): Marital Status: Phone Number: Email: Canadian Resident: Are you a new arrival in Canada? Are you a first-time homebuyer?

2 Pieces of Identification

ID 1:
Type: Issuing Country: Number: Expiration Date (YYYY/MM/DD):

ID 2:
Type: Issuing Country: Number: Expiration Date (YYYY/MM/DD):

Address History

Please provide your addresses for the last 3 years.

Employment(s)

Income I have retirement income*
I have income as an employee**
I have self-employed and/or entrepreneurial income***

Assets

Please declare all of your assets. Note that lenders are more flexible in offering rate reductions to clients with significant personal net worth. If you have investments, savings in bank accounts, vehicles, boats, stocks or bonds, list them here.

Liabilities Do you have any debts?

Bankruptcy or Consumer Proposal Have you ever declared bankruptcy or made a consumer proposal? Do you have an approximate idea of your current credit score?

Properties Owned Do you own property in your personal name?

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