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
Second Mortgage
HELOC
OTHER
3
Are you a First Time Home Buyer?
YESNO
4
How much money are you looking for?* This field is required.This is just an estimate. We can change this number after.
5
What sort of purchase price are you hoping for?* This field is required.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 field is required.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.You can type the Date of Birth to make it easier or use the date selector tool
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?* This field is required.
- Select -
- Select -
Canadian Citizen
Landed Immigrant
Work Visa
Other
13
How many dependents do you have under 16?* This field is required.If none please put 0
14
What are the ages of the kids?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
15
Borrower Politically Exposed Person (PEP) Declaration* This field is required.Have 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
16
Will there be a Co-Borrower?* This field is required.
YESNO
17
Co-borrower Name?* This field is required.Typically this is the person that makes the most money.
First Name
Last Name
18
Co-Borrower Phone Number?* This field is required.
Area Code
Phone Number
19
Co-Borrower email address?* This field is required.We will send you updates via email throughout our journey together.
example@example.com
20
Co-Borrower Date of Birth?* This field is required.
Date
Year
Month
Day
21
Co-Borrower 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
22
Co-Borrower Residency Status?* This field is required.
- Select -
- Select -
Canadian Citizen
Landed Immigrant
Work Visa
Other
23
Relationship between Borrower and Co-Borrower* This field is required.
- Select -
- Select -
Spouses
Siblings
Parent
Child
24
Co-Borrower Politically Exposed Person (PEP) Declaration* This field is required.Have 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
25
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
26
Dwelling Status* This field is required.
I Currently OWN this home
I RENT this home
I live with my parents
Other
27
What is the approximate value of your home?* This field is required.
28
How much are your annual Property Taxes?* This field is required.Estimate only is fine. Whatever you believe your annual taxes are
29
Do you currently have a Mortgage Against this property?* This field is required.
YESNO
30
What is the Estimated Balance of the Mortgage?* This field is required.
31
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
32
How much is your payment?* This field is required.
33
Do you have a Second Mortgage?* This field is required.
YESNO
34
What is the Estimated Balance of the Mortgage?* This field is required.
35
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
36
How much is your payment?* This field is required.
37
Do you have a Third Mortgage?* This field is required.
YESNO
38
What is the Estimated Balance of the mortgage?* This field is required.
39
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
40
How much is your payment?* This field is required.
41
How much do you pay in rent monthly?* This field is required.
42
Is this property a Condo? Or do you pay Condo/ Maintenance Fees?* This field is required.
YESNO
43
How much are they per month?* This field is required.
44
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
45
We will need a 3 year history. Where did you live previously?* This field is required.
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
46
Previous Dwelling Status* This field is required.
I Currently OWN this home
I RENT this home
I live with my parents
Other
Previously Owned
47
How long did you live 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
48
Are you Retired?* This field is required.
YESNO
49
Are you Self Employed?* This field is required.
YESNO
50
Employer Name* This field is required.
51
Job Title* This field is required.
52
What type of Employment do you have?* This field is required.
Full Time
Part Time
Seasonal
53
How are you paid?* This field is required.
Hourly
Salary
Commissions
Salary + Commissions
Other
54
What is your estimated Annual Income* This field is required.This does not need to be exact. We will verify it after with documents.
55
How long have you worked there for?* This field is required.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
56
Previous Employer Name* This field is required.
57
Previous Job Title* This field is required.
58
What type of Previous Employment did you have?* This field is required.
Full Time
Part Time
Seasonal
59
How were you paid?* This field is required.
- Select -
- Select -
Hourly
Salary
Commissions
Salary + Commissions
Other
60
What was your previous estimated Annual Income* This field is required.This not need to be exact. We will verify it after with documents.
61
How long did you work there for?* This field is required.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
62
Are you Incorporated?* This field is required.
YESNO
63
Your Business Name* This field is required.
64
Estimated Gross Revenue?* This field is required.
65
How long have you owned the company for?* This field is required.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
66
Is the Co-Borrower Retired?* This field is required.
YESNO
67
Is the Co-Borrower Self Employed?* This field is required.
YESNO
68
Co-Borrower Employer Name* This field is required.
69
Co-Borrower Job Title* This field is required.
70
Co-Borrower type of Employment?* This field is required.
Full Time
Part Time
Seasonal
71
How is the Co-Borrower paid?* This field is required.
Hourly
Salary
Commissions
Salary + Commissions
Other
72
Co-Borrower estimated Annual Income* This field is required.This does not need to be exact. We will verify it after with documents.
73
How long has the Co-Borrower worked there for?* This field is required.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
74
Previous Co-Borrower Employer Name* This field is required.
75
Previous Co-Borrower Job Title* This field is required.
76
What type of Previous Employment did the Co-Borrower have?* This field is required.
Full Time
Part Time
Seasonal
77
How was the Co-Borrower paid?* This field is required.
Hourly
Salary
Commissions
Salary + Commissions
Other
78
What was the Co-Borrower previous estimated Annual Income* This field is required.This does not need to be exact. We will verify it after with documents.
79
How long did the Co-Borrower work there for?* This field is required.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
80
Are you Incorporated?* This field is required.
YESNO
81
Your Business Name* This field is required.
82
Estimated Gross Revenue?* This field is required.
83
How long have you owned the company for?* This field is required.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
84
Do you have any additional income sources?* This field is required.Child Tax Credit, Support Payments, Alimony, CPP, OAS, ODSP, Boarder Income etc.
YESNO
85
Please list all your additional income sourcesEXAMPLE: Child Tax Credit - $556.00 - Monthly
Huge
Large
Normal
Small
Ok
Ok
86
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
87
Second Property Address* This field is required.
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
88
What is this property?* This field is required.Rental Property, Vacation home etc.
Rental Property
Owner Occupied
Owner Occupied and Rental
Vacation Home, Cottage, Second Home
89
How much rental income do you earn monthly?* This field is required.
90
What is the estimated value?* This field is required.
91
Estimated Annual Property Taxes* This field is required.
92
Is this property a Condo? Or do you pay Condo/Maintenance Fees?* This field is required.
YESNO
93
How much are the Monthly Condo Fees?* This field is required.
94
Do you currently have a Mortgage Against this property?* This field is required.
YESNO
95
What is the Estimated Balance of the Mortgage?* This field is required.
96
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
97
How much is your payment?* This field is required.
98
Do you have a Second Mortgage?* This field is required.
YESNO
99
What is the Estimated Balance of the Mortgage?* This field is required.
100
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
101
How much is your payment?* This field is required.
102
Do you have a Third Mortgage?* This field is required.
YESNO
103
What is the Estimated Balance of the Mortgage?* This field is required.
104
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
105
How much is your payment?* This field is required.
106
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
107
Third Property Address* This field is required.
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
108
What is this property?* This field is required.Rental Property, Vacation Home, etc.
Rental Property
Owner Occupied
Owner Occupied and Rental
Vacation Home, Cottage, Second Home
109
Estimated Annual Property Taxes* This field is required.
110
Is this property a Condo? Or do you pay Condo/Maintenance Fees?* This field is required.
YESNO
111
How much are the Monthly Condo Fees?* This field is required.
112
Do you currently have a Mortgage Against this property?* This field is required.
YESNO
113
What is the Estimated Balance of the Mortgage?* This field is required.
114
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
115
How much is your payment?* This field is required.
116
Do you have a Second Mortgage?* This field is required.
YESNO
117
What is the Estimated Balance of the Mortgage?* This field is required.
118
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
119
How much is your payment?* This field is required.
120
Do you have a Third Mortgage?* This field is required.
YESNO
121
What is the Estimated Balance of the Mortgage?* This field is required.
122
How often do you make your payment?* This field is required.
Monthly
Weekly
Bi-Weekly
Semi Monthly
Monthly
123
How much is your payment?* This field is required.
124
Do you own any vehicles or recreational vehicles?* This field is required.Financed or Owned. (NOT Leased)
YESNO
125
What is the Year, Make, Model and Value of all vehicles* This field is required.Include any vehicles, boats, RV's. ATV's, Motorcycles, Snowmobiles, Trailers etc.
Huge
Large
Normal
Small
Ok
Ok
126
Do you have any Stocks, Bonds, RRSP's, TFSA's or Mutual funds?* This field is required.
YESNO
127
Please include the Type, where it is held and approximate balance* This field is required.EXAMPLE: TFSA - TD - $30,000
Huge
Large
Normal
Small
Ok
Ok
128
Do you have any savings?* This field is required.Any amount over $1000
YESNO
129
Please list all Accounts, where held and approximate balance.* This field is required.EXAMPLE: Chequing Account - TD - $30,000
Huge
Large
Normal
Small
Ok
Ok
130
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
131
Enter the name and approximate value of any other assets.* This field is required.
Huge
Large
Normal
Small
Ok
Ok
132
What is your main goal for this mortgage?* This field is required.Consolidate Debt, buy another property, secure money for renovations, get the lowest rate.
Huge
Large
Normal
Small
Ok
Ok
133
Do you have any Career or life changes coming up (kids, new job, etc.)? Or a intent to move?* This field is required.This helps us explore better options for you..
Huge
Large
Normal
Small
Ok
Ok
134
How long of a mortgage term are you interested in?* This field is required.This helps us explore options for you.
Huge
Large
Normal
Small
Ok
Ok
135
Do you have a preference for a fixed rate or variable rate mortgage? and why?* This field is required.This helps us explore options for you.
Huge
Large
Normal
Small
Ok
Ok
136
Do you have an interest in adding a HELOC? (Home Equity Line of Credit) if so how much of a line of credit would you like?* This field is required.This helps us explore options for you.
Huge
Large
Normal
Small
Ok
Ok
137
Is there anything else you would like to tell us?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
138
Would you like us to retrieve your Notice of Assessments and T4's?If you answer YES, please expect an email from FastKey
YESNO
139
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
140
Would you like to use our recommend lawyer for your transaction?Rabideau Law has over 500 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
141
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142
Your Consent is Required* This field is required.
143
144
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