Mortgage Questionnaire

1
How Did you hear of us?Friend, Family, Facebook, Google etc. If it was a friend or family please be sure to tell us who it was so we can send them a THANK YOU!
2
What are you looking to do?* This field is required.
Purchase a Home
Refinance
Renewal
Second Mortgage
Construction Mortgage
Home Equity Line of Credit
Transfer/ Switch Lenders
Reverse Mortgage
3
Are you a First Time Home Buyer?
YESNO
4
How much money are you looking for?This is just an estimate. We can change this number after.
5
What sort of purchase price are you hoping for?This can be changed after. Just put an ideal amount if you are not sure.
6
How much of a down payment do you have?This is just an estimate. We can change this number after.
7
Who is going to be the first borrower?* This field is required.Typically this is the person that makes the most money.
First Name
Last Name
8
What is the best number to reach you at?* This field is required.
Area Code
Phone Number
9
What is the email address you check most often?* This field is required.We will send you updates via email throughout our journey together.
example@example.com
10
When is your Date of Birth?* This field is required.
Date
Year
Month
Day
11
What is your Marital Status?* This field is required.What did you file as on your most recent Income Taxes?
- Select -
- Select -
Single
Married
Common Law
Divorced
Separated
Widowed
12
What is your Residency Status?
- Select -
- Select -
Canadian Citizen
Landed Immigrant
Work Visa
Other
13
How many dependents do you have under 16?If none please put 0
14
Borrower Politically Exposed Person (PEP) DeclarationHave you, your family members or close associates ever been: i. Foreign Politically Exposed Person ii. Domestic Politically Exposed Person iii. Head of an International Organization Effective October 11, 2024, the Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) legislation will apply to all Mortgage Brokers and Brokerages. As a result, this legislation requires that Mortgage Brokers and Brokerages obtain the following information in connection with clients who are politically exposed.
YESNO
15
Will there be a Co-Borrower?* This field is required.
YESNO
16
Co-borrower Name?Typically this is the person that makes the most money.
First Name
Last Name
17
Co-Borrower Phone Number?
Area Code
Phone Number
18
Co-Borrower email address?We will send you updates via email throughout our journey together.
example@example.com
19
Co-Borrower Date of Birth?
Date
Year
Month
Day
20
Co-Borrower Marital Status?What did you file as on your most recent Income Taxes?
- Select -
- Select -
Single
Married
Common Law
Divorced
Separated
Widowed
21
Co-Borrower Residency Status?
- Select -
- Select -
Canadian Citizen
Landed Immigrant
Work Visa
Other
22
Relationship between Borrower and Co-Borrower
- Select -
- Select -
Spouses
Siblings
Parent
Child
23
Co-Borrower Politically Exposed Person (PEP) DeclarationHave you, your family members or close associates ever been: i. Foreign Politically Exposed Person ii. Domestic Politically Exposed Person iii. Head of an International Organization Effective October 11, 2024, the Anti-Money Laundering (AML) and Anti-Terrorist Financing (ATF) legislation will apply to all Mortgage Brokers and Brokerages. As a result, this legislation requires that Mortgage Brokers and Brokerages obtain the following information in connection with clients who are politically exposed.
YESNO
24
Where you you currently live?* This field is required.
Street Address
Street Address Line 2
City
Province
Postal Code
Canada
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
25
Dwelling Status* This field is required.
I Currently OWN this home
I RENT this home
I live with my parents
Other
26
What is the approximate value of your home?
27
How much are your annual Property Taxes?Estimate only is fine. Whatever you believe your annual taxes are
28
Do you currently have a Mortgage Against this property?
YESNO
29
What is the Estimated Balance of the Mortgage?
30
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
31
How much is your payment?
32
Do you have a Second Mortgage?
YESNO
33
What is the Estimated Balance of the Mortgage?
34
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
35
How much is your payment?
36
Do you have a Third Mortgage?
YESNO
37
What is the Estimated Balance of the mortgage?
38
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
39
How much is your payment?
40
How much do you pay in rent monthly?
41
Is this property a Condo? Or do you pay Condo/ Maintenance Fees?* This field is required.
YESNO
42
How much are they per month?
43
How long have you lived there for?* This field is required.If you have lived somewhere for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
44
We will need a 3 year history. Where did you live previously?
Street Address
Street Address Line 2
City
State
Zip Code
Canada
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
45
Previous Dwelling Status
I Currently OWN this home
I RENT this home
I live with my parents
Other
Previously Owned
46
How long did you live there for?If you have lived somewhere for 2 and a half years you would put 2 years and 6 months.
Number of Years
Number of Months
47
Are you Retired?* This field is required.
YESNO
48
Are you Self Employed?
YESNO
49
Employer Name
50
Job Title
51
What type of Employment do you have?
Full Time
Part Time
Seasonal
52
How are you paid?
Hourly
Salary
Commissions
Salary + Commissions
Other
53
What is your estimated Annual IncomeThis does not need to be exact. We will verify it after with documents.
54
How long have you worked there for?If you have worked somewhere for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
55
Previous Employer Name
56
Previous Job Title
57
What type of Previous Employment did you have?
Full Time
Part Time
Seasonal
58
How were you paid?
- Select -
- Select -
Hourly
Salary
Commissions
Salary + Commissions
Other
59
What was your previous estimated Annual IncomeThis not need to be exact. We will verify it after with documents.
60
How long did you work there for?If you have worked somewhere for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
61
Are you Incorporated?
YESNO
62
Your Business Name
63
Estimated Gross Revenue?
64
How long have you owned the company for?If you have owned the company for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
65
Is the Co-Borrower Retired?
YESNO
66
Is the Co-Borrower Self Employed?
YESNO
67
Co-Borrower Employer Name
68
Co-Borrower Job Title
69
Co-Borrower type of Employment?
Full Time
Part Time
Seasonal
70
How is the Co-Borrower paid?
Hourly
Salary
Commissions
Salary + Commissions
Other
71
Co-Borrower estimated Annual IncomeThis does not need to be exact. We will verify it after with documents.
72
How long has the Co-Borrower worked there for?If you have worked somewhere for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
73
Previous Co-Borrower Employer Name
74
Previous Co-Borrower Job Title
75
What type of Previous Employment did the Co-Borrower have?
Full Time
Part Time
Seasonal
76
How was the Co-Borrower paid?
Hourly
Salary
Commissions
Salary + Commissions
Other
77
What was the Co-Borrower previous estimated Annual IncomeThis does not need to be exact. We will verify it after with documents.
78
How long did the Co-Borrower work there for?If you have worked somewhere for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
79
Are you Incorporated?
YESNO
80
Your Business Name
81
Estimated Gross Revenue?
82
How long have you owned the company for?If you have worked somewhere for 2 and a half years, you would put 2 years and 6 months.
Number of Years
Number of Months
83
Do you have any additional income sources?* This field is required.Child Tax Credit, Support Payments, Alimony, CPP, OAS, ODSP, Boarder Income etc.
YESNO
84
Please list all your additional income sourcesEXAMPLE: Child Tax Credit - $556.00 - Monthly
Huge
Large
Normal
Small
Ok
Ok
85
Do you OWN any other properties?* This field is required.If you already mentioned you "currently own" a property earlier you can answer NO here if you do not own any other properties.
YESNO
86
Second Property Address
Street Address
Street Address Line 2
City
Province
Postal Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
87
What is this property?Rental Property, Vacation home etc.
Rental Property
Owner Occupied
Owner Occupied and Rental
Vacation Home, Cottage, Second Home
88
How much rental income do you earn monthly?
89
What is the estimated value?
90
Estimated Annual Property Taxes
91
Is this property a Condo? Or do you pay Condo/Maintenance Fees?
YESNO
92
How much are the Monthly Condo Fees?
93
Do you currently have a Mortgage Against this property?
YESNO
94
What is the Estimated Balance of the Mortgage?
95
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
96
How much is your payment?
97
Do you have a Second Mortgage?
YESNO
98
What is the Estimated Balance of the Mortgage?
99
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
100
How much is your payment?
101
Do you have a Third Mortgage?
YESNO
102
What is the Estimated Balance of the Mortgage?
103
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
104
How much is your payment?
105
Do you OWN any other properties?If you already mentioned you "currently own" a property earlier you can answer NO here if you do not own any other properties.
YESNO
106
Third Property Address
Street Address
Street Address Line 2
City
Province
Postal Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
107
What is this property?Rental Property, Vacation Home, etc.
Rental Property
Owner Occupied
Owner Occupied and Rental
Vacation Home, Cottage, Second Home
108
Estimated Annual Property Taxes
109
Is this property a Condo? Or do you pay Condo/Maintenance Fees?
YESNO
110
How much are the Monthly Condo Fees?
111
Do you currently have a Mortgage Against this property?
YESNO
112
What is the Estimated Balance of the Mortgage?
113
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
114
How much is your payment?
115
Do you have a Second Mortgage?
YESNO
116
What is the Estimated Balance of the Mortgage?
117
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
118
How much is your payment?
119
Do you have a Third Mortgage?
YESNO
120
What is the Estimated Balance of the Mortgage?
121
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
122
How much is your payment?
123
Do you own any vehicles or recreational vehicles?* This field is required.Financed or Owned. (NOT Leased)
YESNO
124
What is the Year, Make, Model and Value of all vehiclesInclude any vehicles, boats, RV's. ATV's, Motorcycles, Snowmobiles, Trailers etc.
Huge
Large
Normal
Small
Ok
Ok
125
Do you have any Stocks, Bonds, RRSP's, TFSA's or Mutual funds?* This field is required.
YESNO
126
Please include the Type, where it is held and approximate balanceEXAMPLE: TFSA - TD - $30,000
Huge
Large
Normal
Small
Ok
Ok
127
Do you have any savings?* This field is required.Any amount over $1000
YESNO
128
Please list all Accounts, where held and approximate balance.EXAMPLE: Chequing Account - TD - $30,000
Huge
Large
Normal
Small
Ok
Ok
129
Do you have any other Assets you would like to disclose?* This field is required.Gifted Down Payment, Life Insurance with cash value etc.
YESNO
130
Enter the name and approximate value of any other assets.
Huge
Large
Normal
Small
Ok
Ok
131
What is your main goal for this mortgage? and Is there anything else you would like us to know?* This field is required.Other properties, unique situations?, GOAL of this mortgage?
Huge
Large
Normal
Small
Ok
Ok
132
Would you like us to retrieve your Notice of Assessments and T4's?If you answer YES, please expect an email from FastKey
YESNO
133
Would you like us to Retrieve your 3 Months Bank Statements for you?This is quick and easy way to confirm your down payment or other income payments. We will send you a separate email to retrieve them. Expect an email from EZ Account Access.
YESNO
134
Would you like to use our recommend lawyer for your transaction?Rabideau Law has over 400 Google Reviews, has a fixed all in fee and was fully remote even before COVID-19. We enjoy working with them because they have an amazing team, great communication with the client and us which enables us to make sure your file moves smoothly through the process. If you would like to use them please answer YES.
YESNO
135
Your Consent is Required* This field is required.
136
137
Should be Empty: