Mortgage Application

Please complete this form before your scheduled call with Jacques. He will review the information with you during your scheduled 30-min call.
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Primary Applicant

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First Name *
Please enter your first name.
Please enter your first name.
Last Name *
Please enter your last name.
Please enter your last name.
Date of Birth *
Please enter your date of birth.
Please enter your date of birth.
Canadian Status *
  • Select
  • Canadian Citizen
  • Permanent Resident
  • Work Permit
  • Visitor
  • Other
Please select your Canadian status.
Please select your Canadian status.
Marital Status *
  • Select
  • Single
  • Married
  • Common-Law
  • Separated
  • Divorced
  • Widowed
Please select your marital status.
Please select your marital status.
Dependents *
Please enter your number of dependents.
Please enter your number of dependents.

General Info

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Cell *
Please enter a valid phone number.
Please enter a valid phone number.
Email *
Please enter a valid email address.
Please enter a valid email address.
Home Address *
Please enter your home address.
Please enter your home address.
Address Status *
  • Select
  • Own
  • Rent
  • Living With Family
Please select your address status.
Please select your address status.
Start Date *
Please enter your start date.
Please enter your start date.
Rent *
Please enter your rent amount.
Please enter your rent amount.
Nickname
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Primary Income

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Employment Status *
  • Select
  • Full-Time Salary
  • Full-Time Hourly
  • Part-Time
  • Contract
  • Seasonal
  • Self-Employed
  • Commission
  • Retired
  • Not Currently Employed
Please select your employment status.
Please select your employment status.
Current Employer *
Please enter your current employer.
Please enter your current employer.
Employer Address *
Please enter your employer address.
Please enter your employer address.
Job Title *
Please enter your job title.
Please enter your job title.
Start Date *
Please enter your employment start date.
Please enter your employment start date.
Annual Income*
Please enter your annual income.
Please enter your annual income.
Income Types *
Please select at least one income type.
Please select at least one income type.
Use + above to add another income.
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Other Income

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Other Income Sources
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Assets

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Which assets do you have? *
Please select at least one asset.
Please select at least one asset.
Vehicle
Vehicle Description
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Vehicle Value
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Use + above to add another vehicle.
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RRSP

Financial Institution
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RRSP Value
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Use + above to add another RRSP.
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TFSA
Financial Institution
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TFSA Value
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Use + above to add another TFSA.
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FHSA
Financial Institution
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FHSA Value
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Use + above to add another FHSA.
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Savings
Financial Institution
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Savings Value
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Use + above to add another savings entry.
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Investment
Investment Description
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Financial Institution
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Investment Value
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Use + above to add another investment.
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Gift Fund
Gift Fund Description or Source
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Gift Fund Amount
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Use + above to add another gift fund.
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Liabilities

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Spousal Support
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Child Support
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Other Liabilities

Other Liabilities
  • Select
  • Car Loan
  • Line of Credit
  • Credit Card
  • Student Loan
  • Other
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Balance
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Use + above to add another liability.
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Co-Applicants

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Will you be applying with any co-applicants? *
Please select whether you are applying with a co-applicant.
Please select whether you are applying with a co-applicant.

Co-Applicant Details

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First Name *
Please enter the co-applicant's first name.
Please enter the co-applicant's first name.
Last Name *
Please enter the co-applicant's last name.
Please enter the co-applicant's last name.
Date of Birth *
Please enter the co-applicant's date of birth.
Please enter the co-applicant's date of birth.
Canadian Status *
  • Select
  • Canadian Citizen
  • Permanent Resident
  • Work Permit
  • Visitor
  • Other
Please select the co-applicant's Canadian status.
Please select the co-applicant's Canadian status.
Marital Status *
  • Select
  • Single
  • Married
  • Common-Law
  • Separated
  • Divorced
  • Widowed
Please select the co-applicant's marital status.
Please select the co-applicant's marital status.
Dependents *
Please enter the co-applicant's number of dependents.
Please enter the co-applicant's number of dependents.

General Info

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Field is required!
Cell *
Please enter a valid phone number for the co-applicant.
Please enter a valid phone number for the co-applicant.
Email *
Please enter a valid email address for the co-applicant.
Please enter a valid email address for the co-applicant.
Home Address *
Please enter the co-applicant's home address.
Please enter the co-applicant's home address.
Address Status *
  • Select
  • Own
  • Rent
  • Living With Family
Please select the co-applicant's address status.
Please select the co-applicant's address status.
Start Date *
Please enter the co-applicant's start date.
Please enter the co-applicant's start date.
Rent *
Please enter the co-applicant's rent amount.
Please enter the co-applicant's rent amount.
Nickname
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Field is required!

Primary Income

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Field is required!
Employment Status *
  • Select
  • Full-Time Salary
  • Full-Time Hourly
  • Part-Time
  • Contract
  • Seasonal
  • Self-Employed
  • Commission
  • Retired
  • Not Currently Employed
Please select the co-applicant's employment status.
Please select the co-applicant's employment status.
Current Employer *
Please enter the co-applicant's current employer.
Please enter the co-applicant's current employer.
Employer Address *
Please enter the co-applicant's employer address.
Please enter the co-applicant's employer address.
Job Title *
Please enter the co-applicant's job title.
Please enter the co-applicant's job title.
Start Date *
Please enter the co-applicant's employment start date.
Please enter the co-applicant's employment start date.
Annual Income *
Please enter the co-applicant's annual income.
Please enter the co-applicant's annual income.
Income Types *
Please select at least one income type for the co-applicant.
Please select at least one income type for the co-applicant.
Use + above to add another income.
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Field is required!

Other Income

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Field is required!
Other Income Sources *
Please select at least one other income source for the co-applicant.
Please select at least one other income source for the co-applicant.

Assets

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Field is required!
Which assets does your co-applicant have? *
Please select at least one asset for the co-applicant.
Please select at least one asset for the co-applicant.

Vehicle

Vehicle Description
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Field is required!
Vehicle Value
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Field is required!
Use + above to add another vehicle.
Field is required!
Field is required!

RRSP

Financial Institution
Field is required!
Field is required!
RRSP Value
Field is required!
Field is required!
Use + above to add another RRSP.
Field is required!
Field is required!

TFSA

Financial Institution
Field is required!
Field is required!
TFSA Value
Field is required!
Field is required!
Use + above to add another TFSA.
Field is required!
Field is required!

FHSA

Financial Institution
Field is required!
Field is required!
FHSA Value
Field is required!
Field is required!
Use + above to add another FHSA.
Field is required!
Field is required!

Savings

Financial Institution
Field is required!
Field is required!
Savings Value
Field is required!
Field is required!
Use + above to add another savings entry.
Field is required!
Field is required!

Investment

Investment Description
Field is required!
Field is required!
Financial Institution
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Field is required!
Investment Value
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Field is required!
Use + above to add another investment.
Field is required!
Field is required!

Gift Fund

Gift Fund Description or Source
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Field is required!
Gift Fund Amount
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Field is required!
Use + above to add another gift fund.
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Field is required!

Liabilities

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Field is required!
Spousal Support
Field is required!
Field is required!
Child Support
Field is required!
Field is required!

Other Liabilities

Other Liabilities
  • Select
  • Car Loan
  • Line of Credit
  • Credit Card
  • Student Loan
  • Other
Field is required!
Field is required!
Balance
Field is required!
Field is required!
Use + above to add another liability.
Field is required!
Field is required!
Use + above to add another co-applicant.
Field is required!
Field is required!

Existing Property Details

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Address
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Property Occupation
  • Select
  • Principal Residence
  • Principal Residence + Rental
  • Secondary
  • Rental
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Property Plans for This Transaction
  • Select
  • Switch
  • Refinance
  • Sell
  • Keep Property
  • Non-Subject
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Approx. Current Value
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Type
  • Select
  • Detached
  • Semi-Detached
  • Apartment
  • Townhouse
  • Duplex
  • Triplex
  • Fourplex
  • Other
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Tenure
  • Select
  • Freehold
  • Condo
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Lot Size
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Above-Ground Living Space
Please enter a number for Above-Ground Living Space.
Please enter a number for Above-Ground Living Space.
Garages
Please enter a number for Garages.
Please enter a number for Garages.
Garage Type
  • Select
  • Attached
  • Detached
  • None
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Property Tax Amount
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Condo Fees
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Heat Type
  • Select
  • Forced Air/Gas/Oil/Electric
  • Electric Baseboard
  • Hot Water Heating
  • Other
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Sewage
  • Select
  • Municipal
  • Septic
  • Holding Tank
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Field is required!
Water
  • Select
  • City
  • Well
  • River
  • Lake
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Field is required!

Rental Income

Rental Income
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Field is required!
Current Lease Start Date
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Current Lease Expiration Date
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Lease Agreement Status
  • Select
  • Active Lease
  • Month-to-Month
  • Vacant
  • Owner-Occupied
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Existing Mortgage Details

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Loan Type
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Mortgage Details
Lender
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Mortgage Balance
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HELOC Credit Limit
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HELOC Balance
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Remaining Amortization
Please enter a number for Remaining Amortization.
Please enter a number for Remaining Amortization.
Term
Please enter a number for Term.
Please enter a number for Term.
Rate Type
  • Select
  • Fixed
  • Adjustable
  • Variable
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Interest Rate
Please enter a number for Interest Rate.
Please enter a number for Interest Rate.
Payment Frequency
  • Select
  • Weekly
  • Accelerated Weekly
  • Bi-Weekly
  • Accelerated Bi-Weekly
  • Semi-Monthly
  • Monthly
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Payment
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Maturity Date
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Do you have additional mortgages on this property?
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HELOC Details
Lender
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HELOC Credit Limit
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HELOC Balance
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Term
Please enter a number for Term.
Please enter a number for Term.
Rate Type
  • Select
  • Fixed
  • Adjustable
  • Variable
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Interest Rate
Please enter a number for Interest Rate.
Please enter a number for Interest Rate.
Payment Frequency
  • Select
  • Weekly
  • Accelerated Weekly
  • Bi-Weekly
  • Accelerated Bi-Weekly
  • Semi-Monthly
  • Monthly
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Field is required!
Payment
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Maturity Date
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Use + above to add another property.
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Your Goals

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Transaction *
  • - Select an Option -
  • Purchase
  • Sale & Purchase
  • Refinance
  • Renew
Please select the transaction type.
Please select the transaction type.
First-Time Home Buyer
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Subject Property Address
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Application Status
  • Select
  • Already Purchased
  • Pre-Qualification
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Subject Property Price
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Down Payment
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Property Location
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Property Age
  • Select
  • Existing Property
  • New Build
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Field is required!
Property Type
  • Select
  • Detached
  • Semi-Detached
  • Apartment
  • Townhouse
  • Duplex
  • Triplex
  • Fourplex
  • Other
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Field is required!
Property Tenure
  • Select
  • Freehold
  • Condo
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Field is required!
Estimated Timeframe
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Property Being Sold

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Sale Property Address
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Estimated Sale Date
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Refinance Purpose
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Estimated Addition to Mortgage
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Reason for Renewal
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Additional Information

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Additional Information
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Please Answer The Following *
Please answer the human test correctly.
Please answer the human test correctly.
Terms, Privacy, and Consent *
Please confirm that you agree to the terms, privacy policy, and consent statement.
Please confirm that you agree to the terms, privacy policy, and consent statement.