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
How much are your annual Property Taxes?Estimate only is fine. Whatever you believe your annual taxes are
27
Do you currently have a Mortgage Against this property?
YESNO
28
What is the Estimated Balance of the Mortgage?
29
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
30
How much is your payment?
31
Do you have a Second Mortgage?
YESNO
32
What is the Estimated Balance of the Mortgage?
33
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
34
How much is your payment?
35
Do you have a Third Mortgage?
YESNO
36
What is the Estimated Balance of the mortgage?
37
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
38
How much is your payment?
39
How much do you pay in rent monthly?
40
Is this property a Condo? Or do you pay Condo/ Maintenance Fees?* This field is required.
YESNO
41
How much are they per month?
42
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
43
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
44
Previous Dwelling Status
I Currently OWN this home
I RENT this home
I live with my parents
Other
Previously Owned
45
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
46
Are you Retired?* This field is required.
YESNO
47
Are you Self Employed?
YESNO
48
Employer Name
49
Job Title
50
What type of Employment do you have?
Full Time
Part Time
Seasonal
51
How are you paid?
Hourly
Salary
Commissions
Salary + Commissions
Other
52
What is your estimated Annual IncomeThis does not need to be exact. We will verify it after with documents.
53
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
54
Previous Employer Name
55
Previous Job Title
56
What type of Previous Employment did you have?
Full Time
Part Time
Seasonal
57
How were you paid?
- Select -
- Select -
Hourly
Salary
Commissions
Salary + Commissions
Other
58
What was your previous estimated Annual IncomeThis not need to be exact. We will verify it after with documents.
59
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
60
Are you Incorporated?
YESNO
61
Your Business Name
62
Estimated Gross Revenue?
63
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
64
Is the Co-Borrower Retired?
YESNO
65
Is the Co-Borrower Self Employed?
YESNO
66
Co-Borrower Employer Name
67
Co-Borrower Job Title
68
Co-Borrower type of Employment?
Full Time
Part Time
Seasonal
69
How is the Co-Borrower paid?
Hourly
Salary
Commissions
Salary + Commissions
Other
70
Co-Borrower estimated Annual IncomeThis does not need to be exact. We will verify it after with documents.
71
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
72
Previous Co-Borrower Employer Name
73
Previous Co-Borrower Job Title
74
What type of Previous Employment did the Co-Borrower have?
Full Time
Part Time
Seasonal
75
How was the Co-Borrower paid?
Hourly
Salary
Commissions
Salary + Commissions
Other
76
What was the Co-Borrower previous estimated Annual IncomeThis does not need to be exact. We will verify it after with documents.
77
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
78
Are you Incorporated?
YESNO
79
Your Business Name
80
Estimated Gross Revenue?
81
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
82
Do you have any additional income sources?* This field is required.Child Tax Credit, Support Payments, Alimony, CPP, OAS, ODSP, Boarder Income etc.
YESNO
83
Please list all your additional income sourcesEXAMPLE: Child Tax Credit - $556.00 - Monthly
Huge
Large
Normal
Small
Ok
Ok
84
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
85
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
86
What is this property?Rental Property, Vacation home etc.
Rental Property
Owner Occupied
Owner Occupied and Rental
Vacation Home, Cottage, Second Home
87
How much rental income do you earn monthly?
88
Estimated Annual Property Taxes
89
Is this property a Condo? Or do you pay Condo/Maintenance Fees?
YESNO
90
How much are the Monthly Condo Fees?
91
Do you currently have a Mortgage Against this property?
YESNO
92
What is the Estimated Balance of the Mortgage?
93
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
94
How much is your payment?
95
Do you have a Second Mortgage?
YESNO
96
What is the Estimated Balance of the Mortgage?
97
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
98
How much is your payment?
99
Do you have a Third Mortgage?
YESNO
100
What is the Estimated Balance of the Mortgage?
101
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
102
How much is your payment?
103
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
104
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
105
What is this property?Rental Property, Vacation Home, etc.
Rental Property
Owner Occupied
Owner Occupied and Rental
Vacation Home, Cottage, Second Home
106
Estimated Annual Property Taxes
107
Is this property a Condo? Or do you pay Condo/Maintenance Fees?
YESNO
108
How much are the Monthly Condo Fees?
109
Do you currently have a Mortgage Against this property?
YESNO
110
What is the Estimated Balance of the Mortgage?
111
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
112
How much is your payment?
113
Do you have a Second Mortgage?
YESNO
114
What is the Estimated Balance of the Mortgage?
115
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
116
How much is your payment?
117
Do you have a Third Mortgage?
YESNO
118
What is the Estimated Balance of the Mortgage?
119
How often do you make your payment?
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
120
How much is your payment?
121
Do you own any vehicles or recreational vehicles?* This field is required.Financed or Owned. (NOT Leased)
YESNO
122
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
123
Do you have any Stocks, Bonds, RRSP's, TFSA's or Mutual funds?* This field is required.
YESNO
124
Please include the Type, where it is held and approximate balanceEXAMPLE: TFSA - TD - $30,000
Huge
Large
Normal
Small
Ok
Ok
125
Do you have any savings?* This field is required.Any amount over $1000
YESNO
126
Please list all Accounts, where held and approximate balance.EXAMPLE: Chequing Account - TD - $30,000
Huge
Large
Normal
Small
Ok
Ok
127
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
128
Enter the name and approximate value of any other assets.
Huge
Large
Normal
Small
Ok
Ok
129
Is there anything else you would like us to know?Other properties, unique situations?, GOAL of this mortgage?
Huge
Large
Normal
Small
Ok
Ok
130
Would you like us to retrieve your Notice of Assessments and T4's?If you answer YES, please expect an email from SNAP NOA
YESNO
131
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
132
Would you like to use our recommend lawyer for your transaction?Rabideau Law has over 300 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
133
134
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