Mortgage / Refinance Form

Please note that a failure to provide all information may result in delays with your file. Please do your best to complete all questions and if any questions cannot be answered please use the last section, Any Additional Comments, to explain why. Please do not assume that if you told your realtor or broker any of the required answers that we have the information.

Owner Information

Please provide the following information for everyone that will be an owner of the property (please ensure that the names are as they appear on your driver's license or passport). If you have a guarantor / co-signor who will execute the Mortgage documentation, please do not list them in this section 1 as they will not be registered on title as an "owner" of the property.

First Owner Information

1.1.1 First Name

1.1.2 Middle Name

1.1.3 Surname

1.2. Phone

1.3. Cell Phone

1.4. Email

1.5. Date of Birth

1.6. Place of Birth

City Country

1.7. Social Insurance Number

1.8. Occupation

1.9. Employer

1.10. Type of Industry

1.11. Work Phone

1.12. Work Address

Street Address Address Line 2 City Province Postal Code

1.13. Are you a Canadian citizen or permanent resident?

1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?

Country

1.13.b If you are registered under the Provincial Nominee Program, please provide your registration number.

Add a second owner

Add

Second Owner Information

1.1.1 First Name

1.1.2 Middle Name

1.1.3 Surname

1.2. Phone

1.3. Cell Phone

1.4. Email

1.5. Date of Birth

1.6. Place of Birth

City Country

1.7. Social Insurance Number

1.8. Occupation

1.9. Employer

1.10. Type of Industry

1.11. Work Phone

1.12. Work Address

Street Address Address Line 2 City Province Postal Code

1.13. Are you a Canadian citizen or permanent resident?

1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?

Country

1.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.

1.14. Relationship to Owner(s)

Relationship	Owner Name

Add a third owner

Add

Third Owner Information

1.1.1 First Name

1.1.2 Middle Name

1.1.3 Surname

1.2. Phone

1.3. Cell Phone

1.4. Email

1.5. Date of Birth

1.6. Place of Birth

City Country

1.7. Social Insurance Number

1.8. Occupation

1.9. Employer

1.10. Type of Industry

1.11. Work Phone

1.12. Work Address

Street Address Address Line 2 City Province Postal Code

1.13. Are you a Canadian citizen or permanent resident?

1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?

Country

1.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.

1.14. Relationship to Owner(s)

Relationship	Owner Name

Add fourth owner

Add

Fourth Owner

1.1.1 First Name

1.1.2 Middle Name

1.1.3 Surname

1.2. Phone

1.3. Cell Phone

1.4. Email

1.5. Date of Birth

1.6. Place of Birth

City Country

1.7. Social Insurance Number

1.8. Occupation

1.9. Employer

1.10. Type of Industry

1.11. Work Phone

1.12. Work Address

Street Address Address Line 2 City Province Postal Code

1.13. Are you a Canadian citizen or permanent resident?

1.13.a. If you are a Permanent Resident / Registered under the Provincial Nominee Program / Other, what is your country of citizenship?

Country

1.13.b. If you are registered under the Provincial Nominee Program, please provide your registration number.

1.14. Relationship to Owner(s)

Relationship	Owner Name

Head Office

Refinance/Mortgage - 2020

Step 1 of 5

Owner Information

First Owner Information

Second Owner Information

Third Owner Information

Fourth Owner

Ownership of the Property

Owner to be Added Information

Partners / Common-law

3.a. Partner / Common-law Information

Guarantors / Co-signers

4.a. Guarantor / Co-signer Information

Property Information

7.a Home / Fire Insurance Information

7.b. Strata / Property Management Information

Section Break

Mortgage

9.a. Mortgage Lender Information

Mortgage Broker

10.a. Mortgage Broker Information

Other Loans

Other Questions

Primary Contact Information

Name of Person	Add or Remove

Type of Loan	Company Loan is with	Account Numbers