MORTGAGE APPLICATION

Commercial
Residential
Purchase
Refinance
Renewal
1st Mtg.
2nd Mtg.
3rd Mtg.
Other
PRIMARY APPLICANT      Mr.   Mrs.   Miss.   Ms.
D.O.B. (mm/dd/yy)
S.I.N.(Optional)
Email Address
Tel. Work
Tel. Home
Cel.
Address
City
Postal Code
Own   Rent   Other  
First Time Home Buyer? Yes    No
Yrs. at Present Address
Rent/Mortgage Payment
Marital Status
Single    Divorced   
Married    Separated
No. of Dependents
Previous Address (if < 3 years at present address) We require a full 3-year history.
How long?
Previous Address (if < 3 years at present address)
How long?

CO-APPLICANT         Yes       No
Mr.   Mrs.   Miss.   Ms.
D.O.B. (mm/dd/yy)
S.I.N.
Email Address
Tel. Work
Tel. Home
Cel.
Address (if different from Applicant)
City
Postal Code
Own   Rent   Other  
First Time Home Buyer? Yes    No
Yrs. at Present Address
Rent/Mortgage Payment
Marital Status
Single    Divorced   
Married    Separated
No. of Dependents
Previous Address (if < 3 years at present address) We require a full 3-year history.
How long?
Previous Address (if < 3 years at present address)
How long?

PRIMARY APPLICANT’S PRESENT EMPLOYER
Address (include Postal Code)
How long?
Hrly or Salary?
Industry Sector
Job TItle
Gross Annual Income
PRIMARY APPLICANT’S PREVIOUS EMPLOYER (if < 3 years) We require a full 3-year history.
How long?
PRIMARY APPLICANT’S PREVIOUS EMPLOYER (if < 3 years) Address

CO-APPLICANT’S PRESENT EMPLOYER         Yes       No
Employer Name
Address (include Postal Code)
How long?
Hrly or Salary?
Industry Sector
Job TItle
Gross Annual Income
PRIMARY APPLICANT’S PREVIOUS EMPLOYER (if < 3 years) We require a full 3-year history.
How long?
PRIMARY APPLICANT’S PREVIOUS EMPLOYER (if < 3 years) Address
OTHER SOURCE OF INCOME
Monthly Income
OTHER SOURCE OF INCOME
Monthly Income
Total Monthly Income

ASSETS
Amount
Savings/Cash in Bank
RRSP
Stocks/Bonds/Investments
Gifted Funds
Amount of Down Payment
Where is down payment coming from?
Vehicle(s) yr/make/model
1.

2.

3.

LIABILITIES
Monthly Payment Amount
Loans
Lines of Credit
Credit Cards
Student Loans
Vehicle Loans
Vehicle Leases
Support/Alimony Payments

EXISTING HOME INFORMATION
Current Value
Original Purchase Price
Annual Taxes

EXISTING MORTGAGE INFORMATION
Monthly Payment Amount
Balance
Rate
Rate Type
Name of Bank/Mortgage Co.
Renewal Date
Mortgage Reference #
LIST ALL OTHER PROPERTIES OWNED
Monthly Payment Amount
Balance
Rate
Rate Type
Name of Bank/Mortgage Co.
Renewal Date
Mortgage Reference #

DESCRIPTION OF PROPERTY TO BE FINANCED
Commercial
Detached
Semi-Detached
Condo
Other
Municipal Address
City/Town
Lot
Plan
Lot Size (m or ft)
No. of Floors
Taxes
20
Heating
Water
Sewers
# Rooms
# Bdrms
# Kitchens
Garage Y/N
Single, double or triple?
Att or Det?
Basement Y/N
Part/Full
Finished Y/N
Apt Y/N
Condo Fees
Sq ft/m
Solicitor
Address
Tel.