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Real Estate Mortgage Intake Form

Please provide honest and complete information. All information will be kept strictly confidential.

Contact Information:
Full Name*
First Last
Telephone*
Email*
Address
City
1. Property Information:
Registered Owner Name(s)(if different from above):*
Property Address:*
Unit/House Number City Postal Code
This is a:*
- Residential Property
- Commercial/Business Property
Intake form Select...*
- Are You Buying?
- Are You Selling or Borrowing / Refinancing?
2. If You Are Buying:
This is a:*
- New Home Purchase with one closing
- New Home Purchase with two closings (interim & final closing)
- Resale Home Purchase
Property Price Information and Land Transfer Tax
Property Consideration/Purchase Price ($)*
Are you a first-time home buyer?*
- Yes
- No
Are you a Canadian citizen or Permanent Resident?*
- Yes
- No
When is the agreement of purchase and sale signed?*
MM slash DD slash YYYY
When is the closing date?*
MM slash DD slash YYYY
Mortgage information:
Please list all your mortgage lenders and approved mortgage amount, if known:
Mortgagee 1
Lender Name (e.g. TD, Scotiabank):*
Mortgage Amount ($)
Contact Person/Mortgage Agent
Name :
Tel:
Email:
Mortgagee 2
Lender Name (e.g. TD, Scotiabank):
Mortgage Amount ($)
Contact Person/Mortgage Agent
Name :
Tel:
Email:
Mortgagee 3
Lender Name (e.g. TD, Scotiabank):
Mortgage Amount ($)
Contact Person/Mortgage Agent
Name :
Tel:
Email:
3. If you are selling or borrowing/refinancing:
Do you own any property that is located immediately beside the subject property that you are currently selling/refinancing?*
- Yes, and I/we own the properties that are located at _____________
- No
Yes, and I/we own the properties that are located at.....
Did you undergo any major repairs or renovations in the past year?*
- Yes, and the repairs/renovations were completed on:
- No
Date
MM slash DD slash YYYY
How many existing mortgages is/are on your property?*
Feel free to add any other information/concern that is important to your matter.

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