Refinance / Mortgage Form
Please note that a failure to provide all information may result in delays with your file. Please do your best to complete all questions and if any questions cannot be answered please use the last section, Any Additional Comments, to explain why. Please do not assume that if you told your realtor or broker any of the required answers that we have the information. We would be pleased to assist you with the purchase of your property. In order to start the file, please provide the following information:
1. Owner Information
Please provide the following information for everyone that will be an owner of the property (please ensure that the names are as they appear on your driver's license or passport). If you have a guarantor / co-signor who will execute the Mortgage documentation, please do not list them in this section 1 as they will not be registered on title as an "owner" of the property.
First Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Add a second owner
Yes
No
Back
Next
Second Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Add a third owner
Yes
No
Back
Next
Third Owner Information
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Date of Birth
-
Month
-
Day
Year
Date
City of Birth
Country of Birth
Occupation
Employer
Type of Industry
Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Back
Next
Ownership of the Property
2. Will there be any changes to the ownership of the property?
Please Select
No
Yes, adding to title
Yes, removing from title
If yes, please state the name of the person to be added or removed
Name of person
If yes, please state if they are to be added or removed
Add or Remove
Partners / Common-law
3. Are clients married or in a common-law relationship and their partner is not on title?
Yes
No
Back
Next
Partner / Common-law Information
Partner / Common-law Name
First Name
Middle Name
Last Name
Partner / Common-law Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Partner / Common-law Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Partner / Common-law Email
example@example.com
Partner / Common-law Date of Birth
-
Month
-
Day
Year
Date
Partner / Common-law City of Birth
Partner / Common-law Country of Birth
Partner / Common-law Occupation
Partner / Common-law Employer
Partner / Common-law Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Partner / Common-law Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian Citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?
Back
Next
Guarantors / Co-signers
The guarantor / co-signer who will execute the Mortgage documentation will not be registered on title as an "owner" of the property (those persons are listed in Owner Information section).
Will you have a guarantor or co-signer on your mortgage?
Yes
No
Back
Next
Guarantor / Co-signer Information
The guarantor / co-signer who will execute the Mortgage documentation will not be registered on title as an "owner" of the property (those persons are listed in Question 1).
Name
First Name
Middle Name
Last Name
Guarantor / Co-signer Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Guarantor / Co-signer Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Guarantor / Co-signer Email
example@example.com
Guarantor / Co-signer Date of Birth
-
Month
-
Day
Year
Date
Guarantor / Co-signer City of Birth
Guarantor / Co-signer Country of Birth
Guarantor / Co-signer Relationship to Owner
Relationship
Guarantor / Co-signer Relationship to Owner Name
Owner Name
Guarantor / Co-signer Occupation
Guarantor / Co-signer Employer
Guarantor / Co-signer Work Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Guarantor / Co-signer Work Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Guarantor / Co-signer - Are you a Canadian citizen or permanent resident?
Please Select
Canadian Citizen
Permanent Resident
Registered under the Provincial Nominee Program
Other
Back
Next
Property Information
5. Funding Date
-
Month
-
Day
Year
Date
6. Property Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
7. Is the property a detached house or strata lot?
Please Select
Detached House
Strata Lot
Strata / Property Management Name
Strata / Property Management Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Strata / Property Management Email
example@example.com
Home / Fire Insurance Agent Name
Home / Fire Insurance Agent Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Home / Fire Insurance Agent Email
example@example.com
8. Are there any unique features on your new property
Oil Tank
Waterfront with dock
Waterfront without dock
Other
If other, please describe.
Mortgage
9. Are there mortgages to be paid out?
Yes
No
Mortgage Lender Name
Mortgage Reference Number
Mortgage Branch Details
Do you have a mortgage broker assisting you for this transaction?
Yes
No
Mortgage Broker Information
Please provide the name and contact information for the mortgage broker that you are dealing with.
Mortgage Broker Name
Company Loan is with
Account Numbers
Mortgage Broker Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Mortgage Broker Email
example@example.com
11. Are there other items to be paid out
Yes
No
Type of Loan
Company Loan is with
Account Numbers
Back
Next
Other Questions
How did you find out about our office?
Please Select
Past Clients
Realtor
Mortgage Broker
Bank Representative
Developer
Other
If Other, please define.
Any additional comments?
Back
Next
Primary Contact Information
Don't forget, we may need your name and contact information in order to contact you for additional information.
Who is the primary point of contact?
Please Select
First Owner
Second Owner
Third Owner
Other
Name
First Name
Middle Name
Last Name
Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Confirm Email
example@example.com
Note:
If you have an existing mortgage to be paid out, and that mortgage expires in the next 3 weeks, please contact your lender and ensure they do not place you in a new fixed term mortgage. If they renew you at all please make sure it is an open mortgage.
Submit
Should be Empty: