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Loan Application
Mortgage Details
Mortgage Purpose
Purchase - Owner-Occupied Primary Residence
Purchase - Recreational or Other Secondary Property
Purchase - Investment Property
Purchase - Rental Property
Refinance - Debt Consolidation
Refinance - Change To Existing Loan Characteristics
Refinance - Equity Takeout
Refinance - Flip or Renovation
Bridge Loan
Mortgage Amount Required ($):
*
Approx. Funds Required Date
*
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Applicant
person
Personal Information
Title
Mr.
Mrs.
Ms.
Miss
Dr
Rev.
Judge
First Name
*
Last Name
*
Primary Phone Number
*
Secondary Phone Number
Email
*
Date of Birth
*
SIN
home
Current Address
Residential Status
Own
Rent
Years At Residence
*
Street Number
*
Street Name
*
Suite
City/Town
*
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario
Quebec
Prince Edward Island
Saskatchewan
Yukon
Postal Code
work
Employment Details
Name of Employer
*
Years with Employer
*
Position Held
*
Employment Type
Employment
Self-Employment
Retired
Street Number
*
Street Name
*
Suite
City/Town
*
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario
Quebec
Prince Edward Island
Saskatchewan
Yukon
Postal Code
Previous Employer
Name of Employer
*
Years with Employer
*
Position Held
*
Employment Type
Employment
Self-Employment
Retired
Street Number
*
Street Name
*
Suite
City/Town
*
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario
Quebec
Prince Edward Island
Saskatchewan
Yukon
Postal Code
No. of Co-Applicants
No. of Co-Applicants
0
1
2
3
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Subject Property
Same as Current Address
Street Number
*
Street Name
*
Suite
City/Town
*
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario
Quebec
Prince Edward Island
Saskatchewan
Yukon
Postal Code
Select Property Type
Freehold - Detached House
Freehold - Semi-detached House
Freehold - Row House
Freehold - Vacant Land
Condominium - Residential High Rise
Condominium - Row House
Leasehold Land - Residential
Years Owner
*
Estimated Value
*
Monthly Condo Fees
How was estimated value obtained?
Annual Property Tax
*
0
1
2
3
No. of existing mortgages on the property
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Co-Applicants
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Personal Information
Initial
First Name
*
Last Name
*
Primary Phone Number
*
Secondary Phone Number
Email
*
Date of Birth
*
SIN
filter_drama
Current Address
Residential Status
Own
Rent
Years At Residence
*
Street Number
*
Street Name
*
Suite
City/Town
*
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario
Quebec
Prince Edward Island
Saskatchewan
Yukon
Postal Code
filter_drama
Employment Details
Name of Employer
*
Years with Employer
*
Position Held
*
Employement Type
Employment
Self-Employment
Retired
Street Number
*
Street Name
*
Suite
City/Town
*
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Nova Scotia
Northwest Territories
Nunavut
Ontario
Quebec
Prince Edward Island
Saskatchewan
Yukon
Postal Code
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Income & Expense
Annual Income
Amount ($)
Type of Income
Please Select
Salary
Hourly
Hourly + Commissions
Commissions
Self-Employed
Other Employment Income
Annual Income (before taxes)
Other Annual Income
Source of Other Income
Total
Monthly Expenses
Monthly Payment($)
1st Mortgage
2nd Mortgage
3rd Mortgage
Heating Expense
Property Tax
Condo Fees
Other
Total
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Assets & Liabilities
Assets
Type
Where/Financial Institution(s)
Amount/Value ($)
Real Estate - Mortgage Property
Real Estate - Other
Investments
Vehicle
Cash
Other
Liabilities
Type
Where/Financial Institution(s)
Balance Owing($)
Monthly Payment($)
1st Mortgage
2nd Mortgage
3rd Mortgage
Vehicle Loan
Credit Card
Other
NET WORTH
=
TOTAL ASSETS
-
TOTAL LIABILITIES
=
-
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Documents
Add Document
I affirm that the information presented herein is true and accurate to the best of my knowledge, information and belief after due inquiry; and the information is submitted in support of a request for an extension of credit.
I authorize you on a continuing basis to inquire about and obtain information about me from consumer reporting agencies. I understand that the disclosure of my social insurance number is optional and will only be used to verify that the inquiry is accurately matched with the correct data contained in my consumer report. This information is to be used for evaluating a request for extension of credit and is to be held in the strictest confidence. I understand that consumer reporting agencies record these inquiries, and this may affect my ability to obtain credit elsewhere.
Signature
*
(Your typed name is your signature)
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Submit
Message from Chris
Expedite review of your mortgage application by creating image files of supporting documents for uploading; e.g. take a photo using your smartphone or scan using a scanning device
Usual supporting documents:
⊛ Identity document (e.g., driver's license, passport)
⊛ Property tax bill or statement
⊛ Mortgage or home equity line of credit statement
⊛ Status certificate/statement of commmon expense account (if condo)
⊛ Latest Notice of Assessment from CRA or pay stub
⊛ Home insurance policy
Message from Chris
Many realtor websites contain free home valuation tools, and there are several free home valuation tools, such as:
Zillow
HomeProof
Zolo