3 Steps to Starting Your Mortgage Strategy
Step 2: Sign Consent Forms
Every applicant needs to complete this
When completing the application, please provide the following information:
Address and Employment History
- Living Addresses for at least the last 3 years (longer than 3 years is preferred)
- All employment history for the last 3 years (longer than 3 years is preferred)
Assets
- List the banks you have accounts with, the type of account (chequing/saving) and the balance.
- If that account will be used for down payment or closing costs, please indicate it.
- List any investments you have. Including the institution, account type (RRSP, TFSA, etc) and balance.
- Any vehicles (make, model, year, and estimated value)
- Any properties you own, co-own, or are a guarantor for
- Include any mortgage information you know
Liabilities
- I will pull a credit bureau and populate this area for you so it is not necessary to complete this.
Once the application has been completed, you will automatically be provided a list of all the required documentation. You can upload that documentation into the secure portal. It’s fast, secure, and simple!
Note: We usually need to have a quick call afterwards to fill in any blanks and get clarification on some of the items in the application and your goals.