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MORTGAGE INFORMATION SHEET

To ensure the smooth closing of your transaction, please provide the following information as soon as possible:
*Before filling out this form, please read our Disclaimer.
Personal Information
CLIENT #1 FULL NAME:
Date of Birth (mm/dd/yr):
Client #1 Occupation:
Employer Name & Address:
Employer Phone #:
CLIENT #2 FULL NAME:
Date of Birth(mm/dd/yr):
Occupation:
Employer Name & Address:
Employer Phone #:
Home Phone #:
Mailing Address:
E-Mail Address:
What is Your Marital Status?:
Married
Common-Law
Separated
Divorced
Single
Other
Other:

 

Additional Information



HOW DO YOU PRESENTLY HOLD TITLE TO THE PROPERTY?:

Jointly
Tenants in Common
Alone
Other
Other:

IS THERE A MORTGAGE OR LINE OF CREDIT ON THE PROPERTY?:

Yes
No
Mortgage Company, Mtg#, Contact Name & Phone#:
Mortgage Company, Mtg#, Contact Name & Phone#:
Any Other Debt to be paid?:

NEW MORTGAGE BEING ARRANGED
(Name of Mortgage Company & Contact Name):

IS ANY MORTGAGOR A NON-RESIDENT OF CANADA?:

Yes
No
One Person Is
Name of Non-Resident:

IS ANY MORTGAGOR A FARMER?:

Yes
No
One Person Is
Name of Farmer:
If you are a Farmer, your HST#:

CURRENT USE OF PROPERTY?:

Single Family Residence
Duplex
Seasonal Residential
Commercial
Other
Other: Specify Current Use:

Do You Own Any Lands That Abut The Property?:

Yes
No

Are There Any Hydro Pole Lines on The Property?:

Yes
No

Does The Property Abut a Waterway/Highway/Hydro Installation?:

Yes
No
Property Being Sold Abuts:

IS THERE AN EXISTING SURVEY?:

Yes
No

If Not, Have You Ordered A New Survey?:

Yes
No
If so, Name of Surveyor:
FIRE INSURANCE AGENCY AND CONTACT #:

HOW IS PROPERTY HEATED?:

Gas
Hydro
Propane
Oil
Public Utility
Name of Oil/Propane Company:

HOW IS PROPERTY SERVICED?:

Town Water
Private Well
Municipal Well
Sewers
Septic

We will require two pieces of I.D., one with photo (not your health card) when you attend to execute documents.

PLEASE PROVIDE US WITH THE FOLLOWING DOCUMENTS AS SOON AS POSSIBLE:
- Your Tax Bills for the previous year and this year
- Your Transfer/Deed of Land, and Reporting Letter for your original purchase
- Copies of any Outstanding Mortgages
- Survey, if available

Concerns?

Any Questions or Concerns About Your New Mortgage?

Additional Comments

Additional Comments:

Thank You For Your Assistance!

 

 

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