BTM General Mortgage Application Form

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What Kind Of Mortgage Help Are You Looking For Today?* This field is required.
Get pre-approved for a mortgage
Get a mortgage for a home purchase
Refinance or renew an existing mortgage
Take out a brand new mortgage on a home you own outright
Reverse mortgage help and advice
Other kind of mortgage help - not listed above
2
Do You Have An Accepted Offer On A Property?* This field is required.Choose yes if you already have an accepted purchase offer, or no if you are still actively looking or about to start looking for a place to buy.
YESNO
3
Do You Have A Second Mortgage?
YESNO
4
What Kind Of Property Type Is This Mortgage For?
House
Condo
Townhouse
Duplex/Triplex
Quadplex/Multi
Multiple Properties
Other - Not Listed
5
What Is The Property Used For?
It's my primary residence - I live there
It's a vacation home (eg. cottage)
Investment property (eg. rented out)
There are several properties with different uses
Other - not listed above
6
What Is The Property Going To Be Used For?
As a primary residence - to live in it
As a vacation home (eg. cottage)
As an investment property (eg. rent it out)
Other - not listed above
7
Please Provide A Rough Estimate Of Your Credit ScoreJust an estimate - if there is more than 1 applicant, pick the lowest credit score of the applicants.
Good (eg. 680+)
Average (eg. 600-680)
Bad (eg. Under 600)
Not Sure / Don't Know
8
When Does Your Existing Mortgage Term End?By 'mortgage term' we mean the 1-5 year deal you signed for this mortgage
0-1 Months
1-3 Months
3 to 6 Months
Longer Than 6 Months
Depends - I have many mortgages
Not sure
9
How Soon Are You Expecting To Buy?
ASAP
1-3 Months
3 to 6 Months
Longer Than 6 Months
Not sure
10
How Soon Is The Closing Date?If you don't have a closing date, go back a few questions and click 'no' to 'do you have an accepted offer'
30 Days Or Less
31-60 Days
61-90 Days
91 Days And Over
Not sure
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Please Provide Any Other Information You Have On Your Existing MortgageIf you don't know the information, you can just leave it blank or skip it. Hit 'Next' or the arrow in the bottom right when you're done.
Approximate total mortgage balance in $ - just rough, doesn't need to be exact. eg. $400,000, $600,000, 'not sure'
Please Select
Please Select
Over 5.50%
5.25-5.50%
5.00-5.25%
4.75-5.00%
4.50-4.75%
4.25-4.50%
4.00-4.25%
3.75-4.00%
3.50-3.75%
3.25-3.50%
3.00-3.25%
2.75-3.00%
2.50-2.75%
2.25-2.50%
2.00-2.25%
Below 2.00%
I have several rates
Roughly what is the current interest rate you're paying on your mortgage
Please Select
Please Select
TD
Scotiabank
BMO
CIBC
RBC
Simplii (previously PC Financial)
Tangerine (previously ING)
National Bank
Street Capital
MCAP
Dominion Lending
Home Trust
First National
HSBC
Desjardins
Merix
Equitable Trust
Other - Not Listed Above
I have multiple lenders
Who is your current mortgage lender
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How Much Do You Have For A Down Payment?Choose the closest amount, or select 'Other' and type in the percentage/amount
5%
10%
15%
20%
25%
30%
35%
Over 35%
Not Sure
Other
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Would You Like To Work With A TOP Realtor?* This field is required.If you don't already have a Realtor, we have dealt with the very best out there (some in the top 10% in Canada) - and can put you in touch with one of them if you want.
YESNO
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What Is Your Rough Budget To Buy A Home?If you are not sure, please select the last one.
$0-$300,000
$300,000 to $600,000
$600,000 to $1M
$1M to $1.5M
$1.5M to $2M
$2M+
Not Sure - Need To Discuss
15
Would You Like To Pay Off Some Debts?Renewing/refinancing your mortgage is an ideal time to get rid of some debts - you can save thousands of dollars by doing this now.
YESNO
16
Roughly How Much Debt Would You Like To Pay Off?Just a rough amount, you can leave this blank or put 'not sure' if you're not sure. Hit 'Next' or the arrow in the bottom right when you're done.
eg. $20,000, $50,000, 'not sure' (etc)
17
Mortgage Property Address* This field is required.This is crucial information as the property address will impact what kind of mortgage rates are available for you. Hit 'Next' or the arrow in the bottom right when you're done.
Street Address - include the unit number if there is one eg. 123 High St - Unit 456
Town/City
18
Is There More Than One Applicant For This Mortgage?eg. Your partner, a co-buyer. This important information - as their credit score, income and employment will also be important in getting you the best rates.
YESNO
19
What Area(s) Are You Looking To Buy In?* This field is required.Put 'Not Sure' if you are not certain. eg. Downtown Toronto, North York, Mississauga, Hamilton, Guelph, Kitchener, Waterloo, Markham, Burlington, Port Credit, Oshawa, Ajax, Bowmanville (etc). Hit 'Next' or the arrow in the bottom right when you're done.
Huge
Large
Normal
Small
Ok
Ok
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Referrer
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What's The Purchase Price Of Your Home?We can get the exact number later - but enter it as close as you can for just now. Hit 'Next' or the arrow in the bottom right when you're done.
22
Roughly How Much Do You Have As A Down Payment?If you are not sure and need some advice regarding this, just enter 'not sure'. Hit 'Next' or the arrow in the bottom right when you're done.
eg. $50,000, $100,000, $200,000, 'not sure' (etc)
23
What Is Your Total Annual 'Household Income'?This means the income of you and the other person (or persons) who are on the mortgage. No need to be exact - just a rough number. Put 'not sure' if you're not quite sure. Hit 'Next' or the arrow in the bottom right when you're done.
Total Annual Household Income. eg. $50,000, $100,000, 'Not Sure'
24
What Is Your Total Annual Income?Put 'not sure' if you're not quite sure. Hit 'Next' or the arrow in the bottom right when you're done.
Total annual Income. eg. $50,000, $100,000, 'Not Sure'
25
Are You A First-Time Home Buyer?
YESNO/NOT SURE
26
Are You And The Other Applicant(s) All First-Time Home Buyers?This applies to everyone who will be on the mortgage.
YESNO/NOT SURE
27
Who Is Your Main Day To Day Bank?Your main bank, if you have more than one. We can use this to compare their rates as one of your options. If yours is not listed, please choose 'other'.
TD
Scotiabank
CIBC
RBC
BMO
Tangerine
Simplii
Meridian
HSBC
Desjardins
Other
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Main Applicant Information* This field is required.We are required by law (money laundering and fraud) to contact you before confirming your mortgage options.This is just a quick phone call and it is illegal for us to use your information for any other purposes. Hit 'Next' or the arrow in the bottom right when you're done.
First Name
Last Name
Phone number - ideally your cell
Please enter your email
Your employment status
Your employment status
Employed - full-time
Employed - part-time
Self-Employed
Student
Retired
Unemployed
Other Status Not Listed
Main applicant employment status
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Ok - Let's Talk* This field is required.For custom mortgage help (that isn't a straight forward purchase, pre-approval or refinance/renewal), it is better to have someone on our team reach out to you to discuss your situation. Please provide your contact information and someone will reach out to you very quickly to help you with your mortgage needs. Hit 'Next' or the arrow in the bottom right when you're done.
First Name
Last Name
Phone number - ideally your cell
Please enter your email
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Second Applicant InformationWe are required by law (money laundering and fraud) to contact you before confirming your mortgage options.This is just a quick phone call and it is illegal for us to use your information for any other purposes. Hit 'Next' or the arrow in the bottom right when you're done.
Full name
Second applicant employment status
Second applicant employment status
Employed - full-time
Employed - part-time
Self-Employed
Student
Retired
Unemployed
Other Status Not Listed
Second applicant employment status
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Reverse Mortgage Help And Advice - Next Steps

Please click the link below or hit the next button and we'll take you to the specialized Reverse Mortgage Quiz.

https://form.jotform.com/91281412169253
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