REFINANCE/SWITCH PLANNING
FIRM REPRESENTATIVE
Balbir Singh Saini
Tejinder Kaur
Kim Kaur
Raj Dhindsa
Tamanna Mittal
Diwanshi
Jasmeet Bajwa
Our Firm Representative you are in touch with
NAME
*
First Name
Last Name
CELL NUMBER
*
EMAIL
*
REFERRED BY
SUBJECT PROPERTY – RENTAL / OWNER OCCUPIED
RENTAL INCOME
LEGAL?
YES
NO
PROPERTY VALUE
MORTGAGE BALANCE
LENDER
MATURITY DATE
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
SECOND MORTGAGE
EQUITY AVAILABLE AT 80%
PAYDOWN DEBT
EQUITY TAKE OUT
MORE DOWN
SOURCE OF INCOME
EMPLOYED FULL TIME
PART TIME
HOURLY PAY
SELF-EMPLOYED(BUSINESS)
COMMISSION PAY
OTHER INCOME, IF ANY
MARITAL STATUS
SPOUSE SOURCE OF INCOME
EMPLOYED FULL TIME
PART TIME
HOURLY PAY
SELF-EMPLOYED(BUSINESS)
COMMISSION PAY
SPOUSE CURRENT INCOME
SPOUSE DEBT
SPOUSE CREDIT
SOURCE OF DOWN PAYMENT
SAVINGS
RRSP
FUNDS
SITTING BACK HOME,
GIFTED FUNDS
OTHERS
HOW MANY DEPENDENTS
AGE OF DEPENDENTS
Rows
CHILD 1
CHILD 2
CHILD 3
AGE (YEARS)
CHILD TAX BENEFIT AMOUNT
ANY CREDIT ISSUES
YES
NO
CREDIT RE-ESTABLISHED
NUMBER OF CREDITS
LIMITS
CURRENT LIABILITIES
Rows
CREDIT CARD
LINE OF CREDIT
CAR PAYMENTS
OTHERS
AMOUNT ($)
ANY CREDIT ISSUES?
ANY SPOUSAL OR CHILD SUPPORT YOU ARE PAYING?
HAVE YOU APPLIED ELSEWHERE?
WHERE DO YOU BANK CURRENTLY?
DO YOU OWN ANY OTHER PROPERTY? IS IT RENTAL? OUTSTANDING MORTGAGE, WITH WHAT LENDER, MORTGAGE PAYMENT, PROPERTY TAX, CONDO FEE?
NOTES
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