Contact Information

Name

First Middle Last

Occupation

Marital Status

Residence Status

Canadian Citizen
Permanent Resident
Non-resident

Email

Phone (Work)

Phone (Home)

Phone (Cell)

Date of Birth

Place of Birth

City	Province	Country

Property Information

Property Address

Street Address Address Line 2 City Province Postal Code

Is this a Strata property?

Yes
No

Strata Manager Information

First Name Last Name Phone Number

CHECK THE BOXES BELOW TO ADD INFORMATION FOR EACH BORROWER.*

Borrower 1
Borrower 2
Borrower 3
Borrower 4

Borrower 1

Full Legal Name

First Middle Last

Mobile Phone

Work Phone

Home Phone

Email

Is this property your principal residence?

Yes
No

If not, please provide your forwarding address:

Street Address Address Line 2 City Province Postal Code

Borrower 2

Full Legal Name

First Middle Last

Mobile Phone

Work Phone

Home Phone

Email

Is this property your principal residence?

Yes
No

If not, please provide your forwarding address:

Street Address Address Line 2 City Province Postal Code

Borrower 3

Full Legal Name

First Middle Last

Mobile Phone

Work Phone

Home Phone

Email

Is this property your principal residence?

Yes
No

If not, please provide your forwarding address:

Street Address Address Line 2 City Province Postal Code

Borrower 4

Full Legal Name

First Middle Last

Mobile Phone

Home Phone

Email

Is this property your principal residence?

Yes
No

If not, please provide your forwarding address:

Street Address Address Line 2 City Province Postal Code

New Mortgage to Be Registered

Name of Mortgage Company or Bank

Broker Name & Number

Broker Name Broker Number

Home Insurance Agent Name & Branch

Home Insurance Agent Name Branch Number

Current Mortgage to be Paid Out

CHECK THE BOXES BELOW TO ADD INFORMATION FOR EACH MORTGAGE.

Mortgage 1
Mortgage 2

Mortgage 1

Is this a new mortgage?

Yes
No

Bank or Lender

Branch

Amount Owing

Reference, Account or Product Number

Mortgage 2

Is this a new mortgage?

Yes
No

Bank or Lender

Branch

Amount Owing

Reference, Account or Product Number

Credit Card/Line of Credit Information

Do you have any credit card or unsecured line of credit to be paid out?

Yes
No

CHECK THE BOXES BELOW TO ADD INFORMATION FOR EACH CREDIT CARD/LINE OF CREDIT.

Credit Card/Line of Credit 1
Credit Card/Line of Credit 2
Credit Card/Line of Credit 3
Credit Card/Line of Credit 4

Credit Card/Line of Credit 1

Credit Company or Bank

Reference Number

Amount Owing

Credit Card/Line of Credit 2

Credit Company or Bank

Reference Number

Amount Owing

Credit Card/Line of Credit 3

Credit Company or Bank

Reference Number

Amount Owing

Credit Card/Line of Credit 4

Credit Company or Bank

Reference Number

Amount Owing

Signing of Documents

Will you be in town for signing documents 1-2 days before closing day?

Yes
No

Please provide the specific days that you will be out of town and the best day for you to sign the documents either in town or out of town.

How did you find us?

Online Search
Print Ad
Referral

Please specify:

Please enter the following text into the box below:

Refinance or New Mortgage

Contact Information

Property Information

Borrower 1

Borrower 2

Borrower 3

Borrower 4

New Mortgage to Be Registered

Current Mortgage to be Paid Out

Mortgage 1

Mortgage 2

Credit Card/Line of Credit Information

Credit Card/Line of Credit 1

Credit Card/Line of Credit 2

Credit Card/Line of Credit 3

Credit Card/Line of Credit 4

Signing of Documents

Other Intake Forms