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About Us
Who We Are
Testimonials
Contact
Calculators
Mortgage
Land Transfer Tax
Debt Service Calculator
Required Income
Maximum Mortgage
Compare Side by Side
Closing Costs
Purchase Calculator
Resources
Mortgage Products
Education
Blog
Rates
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Full Name of Co-Applicant
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Pre-Approval
Purchase
Refinance
Renewal
Targeted Mortgage Amount
(Required)
Credit Rating (Applicant)
Annual Income (Applicant)
Employment Type (Applicant)
Salaried
Hourly
Contract
Self Employed
Pension
Credit Rating (Co-Applicant)
Annual Income(Co-Applicant)
Employment Type (Co-Applicant)
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Hourly
Contract
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Pension
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What type of loan are you looking for?
*
Purchase
Refinance
Renewal
How many applicants will be on your application?
*
One User
Two User
Three User
*If 3+, Broker will be in touch to collect remaining applicants details
What is the purpose of your refinance?
Lower My Payment
Lower My Interest Rate
Access My Home Equity
Purchase Another Property
Set up HELOC
Other
(check all that apply)
Other Please Specify
*
Where are you in your property search?
*
I've Just bought
I'm Still Looking
What province are you looking to purchase a property in?
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Congrats on your purchase! Is there a Condition of Financing(COF)?
*
Congrats on your purchase!
Is there a Condition of Financing(COF)?
No/ Not Sure
Yes
What is the COF deadline?
MM slash DD slash YYYY
Subject Property Address
Street Address
*
Street Address Line 2
City
*
Province/ Territories
Ontario
British Columbia
Quebec
Alberta
Manitoba
Saskatchewan
New Brunswick
Newfoundland and Labrador
Prince Edward Island
Nova Scotia
Nunavut
Yukon
Northwest Territories
Postal Code
Purchase Price
*
Closing Date
MM slash DD slash YYYY
Subject Property Type [Choose One]
*
Freehold
(no condo fees)
Condo
(Condo fees)
Cottage
This Property Will Be
*
Owner-Occupied
Owner-Occupied-Rental
Second/Vacation Home
Rental
How much do you intend to put towards your downpayment?
*
What is the Source(S) Of your downpayment?
*
Saving/TFSA Dollar Amount
RRSP Dollar Amount
Stocks/Bonds/Mutual Funds Dollar Amount
Sale of Existing Property
Proceeds of Sale
Other
(check all that apply)
Savings/TFSA
RRSP
Stocks/Bonds/Mutual Funds
Other
How Much Rental Income Do You Receive Monthly?
*
Condo Fee (If Applicable)
Approximate Maturity Date
*
MM slash DD slash YYYY
Approximate Balance at Maturity
*
(Numbers/ Dollar Amount only)
Mortgage Lender
*
Current Outstanding Balance
*
(Numbers/ Dollar Amount only)
Estimated Current Home Value
*
(Numbers/ Dollar Amount only)
Current Mortgage Product
*
Fixed
Variable
Primary Applicant Information
First Name
*
(Applicant 1)
Last Name
*
(Applicant 1)
Email
*
(Applicant 1)
Date of Birth
*
MM slash DD slash YYYY
(Applicant 1)
Current Address
*
(Applicant 1)
How many years have you lived in your current address?
*
(Applicant 1)
Previous Address
*
(Applicant 1)
Secondary Applicant Information
First Name (Applicant2)
*
Last Name (Applicant2)
*
Date of Birth (Applicant2)
*
MM slash DD slash YYYY
Current Address (Applicant2)
*
How many years have you lived in your current address? (Applicant2)
*
Previous Address (Applicant2)
*
Third Applicant Information
First Name (Applicant3)
*
Last Name (Applicant3)
*
Date of Birth (Applicant3)
*
MM slash DD slash YYYY
Current Address (Applicant3)
*
How many years have you lived in your current address? (Applicant3)
*
Previous Address (Applicant3)
*
Are you a First Time Home Buyer?
*
YES
NO
Do You Own Any Other Properties?
*
Yes
No
(Applicant 1)
Another Property
(Applicant 1)
Property Type(s)
*
Owner-Occupied
Owner-Occupied-Rental
Second/Vacation Home
Rental
(Applicant 1)
Street Address
*
(Applicant 1)
Street Address Line 2
(Applicant 1)
City (Another Property Applicant 1)
*
(Applicant 1)
State / Province
Ontario
British Columbia
Quebec
Alberta
Manitoba
Saskatchewan
New Brunswick
Newfoundland and Labrador
Prince Edward Island
Nova Scotia
Nunavut
Yukon
Northwest Territories
(Applicant 1)
Postal / Zip Code Another Property
(Applicant 1)
Annual Property Taxes?
*
(Applicant 1)
Condo Fee (If Applicable)
(Applicant 1)
What is your mortgage payment?
*
(Applicant 1)
Approximate Outstanding Mortgage Balance?
*
(Applicant 1)
What is your mortgage payment frequency?
*
Weekly
Biweekly
Monthly
(Applicant 1)
Approximate Maturity Date?
*
MM slash DD slash YYYY
(Applicant 1)
How Much Rental Income Do You Receive Monthly?
*
(Applicant 1)
Add Another Property? (Another Property Applicant 2)
*
Yes
No
Property Type(s) (Another Property Applicant 2)
*
Owner-Occupied
Owner-Occupied-Rental
Second/Vacation Home
Rental
Another Property(Applicant 2)
How Much Rental Income Do You Receive Monthly? (Another Property Applicant 2)
*
Street Address (Another Property Applicant 2)
*
Street Address Line 2 (Another Property Applicant 2)
City (Another Property Applicant 2)
*
State / Province (Another Property Applicant 2)
Ontario
British Columbia
Quebec
Alberta
Manitoba
Saskatchewan
New Brunswick
Newfoundland and Labrador
Prince Edward Island
Nova Scotia
Nunavut
Yukon
Northwest Territories
Postal / Zip Code (Another Property Applicant 2)
Annual Property Taxes? (Another Property Applicant 2)
*
Condo Fee (If Applicable) (Another Property Applicant 2)
What is your mortgage payment? (Another Property Applicant 2)
*
Approximate Outstanding Mortgage Balance? (Another Property Applicant 2)
*
What is your mortgage payment fequency ? (Another Property Applicant 2)
*
Weekly
Biweekly
Monthly
Approximate Maturity Date ? (Another Property Applicant 2)
*
MM slash DD slash YYYY
Add Another Property? Another Property(Applicant 3)
Yes
No
Property Type(s) (Another Property Applicant 3)
*
Owner-Occupied
Owner-Occupied-Rental
Second/Vacation Home
Rental
Another Property(Applicant 3)
How Much Rental Income Do You Receive Monthly? (Another Property Applicant 3)
*
Street Address (Another Property Applicant 3)
*
Street Address Line 2 (Another Property Applicant 3)
City (Another Property Applicant 3)
*
State / Province (Another Property Applicant 3)
Ontario
British Columbia
Quebec
Alberta
Manitoba
Saskatchewan
New Brunswick
Newfoundland and Labrador
Prince Edward Island
Nova Scotia
Nunavut
Yukon
Northwest Territories
Postal / Zip Code (Another Property Applicant 3)
Annual Property Taxes? (Another Property Applicant 3)
*
Condo Fee (If Applicable) (Another Property Applicant 3)
What is your mortgage payment? (Another Property Applicant 3)
*
Approximate Outstanding Mortgage Balance? (Another Property Applicant 3)
*
What is your mortgage payment frequency ? (Another Property Applicant 3)
*
Weekly
Biweekly
Monthly
Approximate Maturity Date ? (Another Property Applicant 3)
*
MM slash DD slash YYYY
Employment Details
Select your Employment Type
*
Full-Time
Part-Time
Seasonal
Self-Employed
Contract
Other
(Applicant 1)
What is your Employer/Business name?
*
(Applicant 1)
What is your Job Title?
*
(Applicant 1)
What is your annual gross income?
*
(Applicant 1)
Have you been in the same job for the past 3 years?
Yes
No
(Applicant 1)
Type of Income
*
Salary
Hourly
Base + Bonus/Commission/Overtime
Other
(Applicant 1)
Please Enter Your Previous Employment Information
Select your Previous Employment Type (Applicant 1)
*
Full-Time
Part-Time
Seasonal
Self-Employed
Contract
Other
What was your Employer/Business name? (Applicant 1)
*
What was your Job Title? (Applicant 1)
*
What was your annual gross income? (Applicant 1)
*
Type of Income - (Applicant 1)
*
Salary
Hourly
Base + Bonus/Commission/Overtime
Other
Do you have another form of income?
Yes
No
(Applicant 1)
What is your other form of income?
Investments/Dividends
Rental Income
Spousal Support
Pension/Disability
Other
(Applicant 1)
Other form of income
Do you earn income outside of Canada?
Yes
No
What is your citizenship Status?
Canadian
Permanent Resident
Work Visa
Student Visa
Non Resident
Employment Details
Select your Employment Type (Applicant 2)
*
Full-Time
Part-Time
Seasonal
Self-Employed
Contract
Other
(check all that apply)
What is your Employer/Business name? (Applicant 2)
*
What is your Job Title? (Applicant 2)
*
What is your annual gross income? (Applicant 2)
*
Have you been in the same job for the past 3 years? (Applicant 2)
Yes
No
Type of Income - (Applicant 2)
*
Salary
Hourly
Base + Bonus/Commission/Overtime
Other
Please Enter Your Previous Employment Information
Select your Previous Employment Type (Applicant 2)
*
Full-Time
Part-Time
Seasonal
Self-Employed
Contract
Other
(check all that apply)
What was your Employer/Business name? (Applicant 2)
*
What was your Job Title? (Applicant 2)
*
What was your annual gross income? (Applicant 2)
*
Type of Income - (Applicant 2)
*
Salary
Hourly
Base + Bonus/Commission/Overtime
Other
Do you have another form of income? (Applicant2)
Yes
No
What is your another form of income? (Applicant2)
Investments/Dividends
Rental Income
Spousal Support
Pension/Disability
Other
Other form of income
Do you earn income outside of Canada? (Applicant 2)
Yes
No
Please Enter Your Employment Information
Select your Employment Type (Applicant 3)
*
Full-Time
Part-Time
Seasonal
Self-Employed
Contract
Other
(check all that apply)
What is your Employer/Business name? (Applicant3)
*
What is your Job Title? (Applicant 3)
*
What is your annual gross income? (Applicant 3)
*
Have you been in the same job for the past 3 years? (Applicant 3)
Yes
No
Type of Income - (Applicant 3)
*
Salary
Hourly
Base + Bonus/Commission/Overtime
Other
Please Enter Your Employment Information
Select your Previous Employment Type (Applicant 3)
*
Full-Time
Part-Time
Seasonal
Self-Employed
Contract
Other
(check all that apply)
What was your Previous Employer/Business name? (Applicant3)
*
What was your previous Job Title? (Applicant 3)
*
What was your previous annual gross income? (Applicant 3)
*
Previous Type of Income - (Applicant 3)
*
Salary
Hourly
Base + Bonus/Commission/Overtime
Other
Do you have another form of income? (Applicant 3)
Yes
No
Do you have another form of income? (Applicant3)
Investments/Dividends
Rental Income
Spousal Support
Pension/Disability
Other
Other form of income
Do you earn income outside of Canada? (Applicant 3)
Yes
No
For the fastest and most accurate response, please upload your documents for a broker to review in our secure client portal
I'd like the fastest response!
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Last 2 year T4s or letter of employment
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Select files
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB, Max. files: 4.
If Full-Time, Part-Time or Seasonal, request last 2 year T4s or letter of employment
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Last 2 year T1s and last 2 year Notice of Assessments
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Select files
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB, Max. files: 4.
If Self-Employed, request last 2 year T1s and last 2 year Notice of Assessments
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If Incorporated, request 2 year business financials and copy of articles of incorporation
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Max. file size: 1 GB, Max. files: 10.
- If Incorporated, request 2 year business financials and copy of articles of incorporation
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If in partnership, request articles of incorporation (Applicant1)
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Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB, Max. files: 10.
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lease agreement, last year’s T1s (showing statement of rentals) and last 30 day bank statements
Drop files here or
Select files
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB, Max. files: 10.
- If non-subject property is Rental or Owner-Occupied-Rental, request lease agreement, last year’s T1s (showing statement of rentals) and last 30 day bank statements confirming deposits
Upload IDs max2
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Select files
Accepted file types: jpg, gif, png, Max. file size: 1 GB, Max. files: 2.
2 Pieces of ID *One Must Be Government Issued Photo ID - No Health Cards.
Most recent mortgage statements and copy of property tax bill
Drop files here or
Select files
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB, Max. files: 10.
Most recent mortgage statements and copy of property tax bill
Agreement of Purchase & Sale and Copy of MLS Listing
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Select files
Accepted file types: jpg, gif, png, pdf, Max. file size: 1 GB, Max. files: 10.
If I’ve Purchased, request Agreement of Purchase & Sale and Copy of MLS Listing
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