0257*$*( Nadine Walsh
                Mortgage Consultant                                                        Mortgage Application
                nwalsh@mortgagealliance.com                                               Please complete each section and sign your application
                (709) 693-6865                                                            for prompt and accurate processing.
$ / / , $ 1 & ( (709) 229-1358

                                      Please Tell Us About Yourself
                            BORROWER                                                                                     C0-BORROWER

  TITLE:         FIRST NAME:                           LAST NAME:                             TITLE:            FIRST NAME:                            LAST NAME:


  RES PHONE:                           BUS PHONE:                                             RES PHONE:                                  BUS PHONE:


  CELL/PAGER:                          EMAIL:                                                 CELL/PAGER:                                 EMAIL:


  BIRTH DATE:            MONTH               DAY                 YEAR                         BIRTH DATE:               MONTH                  DAY            YEAR


  SOCIAL INSURANCE NO:                                                                        SOCIAL INSURANCE NO:


  MARITAL STATUS:                                                                             RELATIONSHIP TO BORROWER:
  Ì MARRIED    Ì SINGLE  Ì DIV./SEP. Ì NO. OF DEPENDENTS                                      Ì MARRIED                                Ì INVESTOR
  Ì COMMON-LAW Ì ENGAGED Ì WIDOWED (EXCLUDE SPOUSE) _____
  HOW DID YOU HEAR ABOUT US? __________________________________                               Ì COMMON-LAW                             Ì ENGAGED             Ì OTHER



  PRESENT ADDRESS:                                                                            PRESENT ADDRESS:


  UNIT #:                          YEARS AT RESIDENCE:                                        UNIT #:                                  YEARS AT RESIDENCE:

  CITY:                            PROVINCE:               POSTAL CODE:                       CITY:                                    PROVINCE:         POSTAL CODE:



  DO YOU OWN OR RENT?                               CURRENT RENT                              DO YOU OWN OR RENT?                                    CURRENT RENT
  RENT Ì      OWN Ì                                 $ ____________                            RENT Ì       OWN Ì                                     $ ____________

  IF YOU HAVE LIVED HERE LESS THAN THREE YEARS, WHAT WAS YOUR PREVIOUS ADDRESS?               IF YOU HAVE LIVED HERE LESS THAN THREE YEARS, WHAT WAS YOUR PREVIOUS ADDRESS?

  PREVIOUS ADDRESS:                                                                           PREVIOUS ADDRESS:


  UNIT#                            YEARS AT THAT RESIDENCE:                                   UNIT#                                    YEARS AT THAT RESIDENCE:


  CITY:                            PROVINCE:               POSTAL CODE:                       CITY:                                    PROVINCE:         POSTAL CODE:




   Our Mortgage Professionals have the knowledge and expertise to get you the Right Mortgage. With access to
   over 40 lenders and coast-to-coast service, we can provide you with the choice, convenience, and counsel you
   deserve. All at no cost to you on approved credit! When you use the Right Broker, you get the Right Mortgage.
   Please pass on my name and number to at least one person you know - Thank you!


                                       Choice, Convenience and Counsel
                                               Corporate Office: 200, 2005 Sheppard Ave E, Toronto ON, M2J 5B4 Phone: 1-877-366-3487
Tell Us About Your Employment
                           BORROWER                                                                               C0-BORROWER
E
M   CURRENT EMPLOYER: __________________________________________________                   CURRENT EMPLOYER:         ________________________________________________

    ADDRESS / DEPARTMENT: ______________________________________________                   ADDRESS / DEPARTMENT: ____________________________________________
P   CITY / PROVINCE: ______________________________________________________                CITY / PROVINCE: ____________________________________________________

L   JOB TITLE / POSITION: __________________________________________________               JOB TITLE / POSITION: ________________________________________________


O   YEARS THERE: ______ FULLTIME ________ PART TIME ______ SEASONAL ______                 YEARS THERE: ______ FULLTIME ________ PART TIME ______ SEASONAL____

    HOW MANY YEARS IN THIS LINE OF BUSINESS? ____________________________                  HOW MANY YEARS IN THIS LINE OF BUSINESS? __________________________
Y   GROSS ANNUAL INCOME (BEFORE TAXES): ________________________________                   GROSS ANNUAL INCOME (BEFORE TAXES): ______________________________
M   DO YOU COLLECT / EARN OTHER INCOME?       DETAILS:______________________               DID YOU COLLECT / EARN OTHER INCOME?          DETAILS: ____________________

E
     IF LESS THAN THREE YEARS, WHERE DID YOU WORK PREVIOUSLY?                               IF LESS THAN THREE YEARS, WHERE DID YOU WORK PREVIOUSLY?
N   PREVIOUS EMPLOYER: __________________________________________________                  PREVIOUS EMPLOYER: ________________________________________________

T   GROSS ANNUAL INCOME:________________________________________________                   GROSS ANNUAL INCOME: ______________________________________________

    JOB TITLE / POSITION: __________________________    YEARS THERE: ________              JOB TITLE / POSITION: ________________________       YEARS THERE: ________




F                                        Tell Us About Your Finances
I        ASSETS (MARKET VALUE)                                 LIABILITIES                 FINANCIAL                     PAYMENT/MO.               TOTAL DEBT
                                                                                          INSTITUTION
N          PRINCIPAL RESIDENCE ____________________          CURRENT MORTGAGE          ______________________          ______________________    ____________________

A               CASH / SAVINGS ____________________             PERSONAL LOANS         ______________________          ______________________    ____________________

N              STOCKS / BONDS ____________________                 LINE OF CREDIT      ______________________          ______________________    ____________________


C      AUTO (YR., MAKE, MODEL) ____________________                  CAR PAYMENT       ______________________          ______________________    ____________________


I      AUTO (YR., MAKE, MODEL) ____________________                  CAR PAYMENT       ______________________          ______________________    ____________________

    RRSP’S (AMT. & INSTITUTION) ____________________                   RRSP LOAN       ______________________          ______________________    ____________________
A            OTHER REAL ESTATE ____________________             OTHER MORTGAGE         ______________________          ______________________    ____________________

L            PERSONAL EFFECTS ____________________                  CREDIT CARDS       ______________________          ______________________    ____________________




                                         We Need Your Authorization
S
I    Consent to collect and use personal information

G    I/We warrant and confirm that the information given in the mortgage application form is true and correct and I/we
     understand that it is being used to determine my/our credit responsibility. You are authorized to obtain any
N    information you may require relative to this application from any sources to which you may apply and each such
     source is hereby authorized to provide you with such information. You are furthermore authorized to disclose, in
A    response to direct enquiries from any other lender or credit bureau, such information on my loaning account as
     you consider appropriate, and I agree to indemnify you against and save you harm from any and all claims in
T    damages or otherwise arising from such disclosure on your part. You are also authorized to retain the application
     whether or not the relative mortgage is approved.
U
R
     ___________________________________________________________________________________________
E         Date                     Applicant's Signature                 Co-applicant's signature

                                        Corporate Office: 200, 2005 Sheppard Ave E, Toronto ON, M2J 5B4 Phone: 1-877-366-3487
If you know the details and type of mortgage
                you are looking for please tell us ...
                                                                                                                                                               M
Loan Type:                                         Term Requested:                                            Interest Rate:
                                                                                                                                                               T
                                                                                                                                                     %
Ì   First Mortgage                                 Ì (6 months to 25 years)
Ì   Second Mortgage                                Ì    Closed            Ì     Open
Purpose of Mortgage Funds                          Ì    Fixed Rate        Ì     Variable Rate                                                                  G
Ì   Purchase of new property                       Ì     Cash Back        Ì     Free Down Payment
                                                   Amortization: ____________ (5 to 25 years)
                                                                                                              Property Taxes:
Ì   Renewal/Switch of existing mortgage
                                                   NOTE: If Renewal/Switch, the remaining                     Ì     Include with mortgage payment
Ì   Debt Consolidation
                                                   amortization on your existing mortgage will                Ì     Paid directly by borrower                  T
Ì   Equity Takeout/Investment                      be used.
                                                                                                              Most lenders insist that property taxes be
House Ì      Townhouse Ì        Condo Ì            Payment Frequency:                                         included with your mortgage payment if the
                                                                                                                                                               Y
                                                   Ì    Weekly            Ì     Monthly                       mortgage is high-ratio insured.
Year Purchased________________________             Ì    Bi-Weekly         Ì     Semi-Monthly                                                                   P
                                                   (26 payments/year)           (24 payments/year)
Purchase Price ________________________            Ì Accelerated
                                                                                                                                                               E
                                                            We’re Listening
With regards to your financing, please tell us anything that is important to you so we can serve you better.
______________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________
Are you working with any other real estate professionals? (e.g. realtor, lawyer) If so, please provide their contact information. If not, we would be
                                                                                                                                                               M
happy to offer any recommendations to people we have used in the past.
                                                                                                                                                               T
______________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________                                 G
Do you know anyone else interested in a mortgage? Please provide us with their contact information.
______________________________________________________________________________________________________________________________
______________________________________________________________________________________________________________________________                                 I
Please gather the following documents to help us get you the best mortgage possible.
Employment Letter                  Current Pay Stub                                 Bank/RRSP Statements                             NOA                       N
H.O. Insurance                     Prop Tax Assess.                                 Prop Tax Receipt                                 Mortgage Statement
                                                                                                                                                               F
                                                                                                                                                               O
                                        Tell us about your property
Building Type ____________________________       # of Bedrooms ____________________________                   # of Fireplaces __________________________
Water Supply ____________________________        Basement ________________________________                    MLS # __________________________________
Sewer Type ____________________________          Square Footage____________________________                   Property Taxes __________________________
Year Built ______________________________        # of Bathrooms____________________________                   Strata Fees ______________________________
                                                                                                                                                               P
       If you own rental properties, please provide us with details                                                                                            R
                                                                                MONTHLY INCOME                                    MONTHLY INCOME
                                                                                                                                                               O
Address: ____________________________________________
                                                                        Gross Income ________________                       Mortgage Payment        ________   P
Ì Condo              Ì Townhouse            Ì House
                                                                          Can you provide a residential                     Property Taxes          ________   E
Purchase Price & Date: ________________________________                   tenancy agreement to verify                       Insurance               ________
                                                                          your property’s rental income?
Current Value: ________________________________________                                                                     Utilities               ________
                                                                                                                                                               R
                                                                          Ì Yes     Ì No
                                                                                                                             Can you provide a mortgage
Mortgage Balance: ____________________________________
                                                                          Can you provide a recent property
                                                                                                                             statement to verify your
                                                                                                                                                               T
                                                                          tax assessment or property
                                                                                                                             property’s mortgage balance
Maturity Date:________________     Interest Rate: __________
                                                                          appraisal to verify your
                                                                          property’s value?                                  and payment amount?
                                                                                                                                                               Y
Financial Institution: __________________________________                 Ì Yes        Ì No                                  Ì Yes      Ì No

                                         Corporate Office: 200, 2005 Sheppard Ave E, Toronto ON, M2J 5B4 Phone: 1-877-366-3487

Mortgage application

  • 1.
    0257*$*( Nadine Walsh Mortgage Consultant Mortgage Application nwalsh@mortgagealliance.com Please complete each section and sign your application (709) 693-6865 for prompt and accurate processing. $ / / , $ 1 & ( (709) 229-1358 Please Tell Us About Yourself BORROWER C0-BORROWER TITLE: FIRST NAME: LAST NAME: TITLE: FIRST NAME: LAST NAME: RES PHONE: BUS PHONE: RES PHONE: BUS PHONE: CELL/PAGER: EMAIL: CELL/PAGER: EMAIL: BIRTH DATE: MONTH DAY YEAR BIRTH DATE: MONTH DAY YEAR SOCIAL INSURANCE NO: SOCIAL INSURANCE NO: MARITAL STATUS: RELATIONSHIP TO BORROWER: Ì MARRIED Ì SINGLE Ì DIV./SEP. Ì NO. OF DEPENDENTS Ì MARRIED Ì INVESTOR Ì COMMON-LAW Ì ENGAGED Ì WIDOWED (EXCLUDE SPOUSE) _____ HOW DID YOU HEAR ABOUT US? __________________________________ Ì COMMON-LAW Ì ENGAGED Ì OTHER PRESENT ADDRESS: PRESENT ADDRESS: UNIT #: YEARS AT RESIDENCE: UNIT #: YEARS AT RESIDENCE: CITY: PROVINCE: POSTAL CODE: CITY: PROVINCE: POSTAL CODE: DO YOU OWN OR RENT? CURRENT RENT DO YOU OWN OR RENT? CURRENT RENT RENT Ì OWN Ì $ ____________ RENT Ì OWN Ì $ ____________ IF YOU HAVE LIVED HERE LESS THAN THREE YEARS, WHAT WAS YOUR PREVIOUS ADDRESS? IF YOU HAVE LIVED HERE LESS THAN THREE YEARS, WHAT WAS YOUR PREVIOUS ADDRESS? PREVIOUS ADDRESS: PREVIOUS ADDRESS: UNIT# YEARS AT THAT RESIDENCE: UNIT# YEARS AT THAT RESIDENCE: CITY: PROVINCE: POSTAL CODE: CITY: PROVINCE: POSTAL CODE: Our Mortgage Professionals have the knowledge and expertise to get you the Right Mortgage. With access to over 40 lenders and coast-to-coast service, we can provide you with the choice, convenience, and counsel you deserve. All at no cost to you on approved credit! When you use the Right Broker, you get the Right Mortgage. Please pass on my name and number to at least one person you know - Thank you! Choice, Convenience and Counsel Corporate Office: 200, 2005 Sheppard Ave E, Toronto ON, M2J 5B4 Phone: 1-877-366-3487
  • 2.
    Tell Us AboutYour Employment BORROWER C0-BORROWER E M CURRENT EMPLOYER: __________________________________________________ CURRENT EMPLOYER: ________________________________________________ ADDRESS / DEPARTMENT: ______________________________________________ ADDRESS / DEPARTMENT: ____________________________________________ P CITY / PROVINCE: ______________________________________________________ CITY / PROVINCE: ____________________________________________________ L JOB TITLE / POSITION: __________________________________________________ JOB TITLE / POSITION: ________________________________________________ O YEARS THERE: ______ FULLTIME ________ PART TIME ______ SEASONAL ______ YEARS THERE: ______ FULLTIME ________ PART TIME ______ SEASONAL____ HOW MANY YEARS IN THIS LINE OF BUSINESS? ____________________________ HOW MANY YEARS IN THIS LINE OF BUSINESS? __________________________ Y GROSS ANNUAL INCOME (BEFORE TAXES): ________________________________ GROSS ANNUAL INCOME (BEFORE TAXES): ______________________________ M DO YOU COLLECT / EARN OTHER INCOME? DETAILS:______________________ DID YOU COLLECT / EARN OTHER INCOME? DETAILS: ____________________ E IF LESS THAN THREE YEARS, WHERE DID YOU WORK PREVIOUSLY? IF LESS THAN THREE YEARS, WHERE DID YOU WORK PREVIOUSLY? N PREVIOUS EMPLOYER: __________________________________________________ PREVIOUS EMPLOYER: ________________________________________________ T GROSS ANNUAL INCOME:________________________________________________ GROSS ANNUAL INCOME: ______________________________________________ JOB TITLE / POSITION: __________________________ YEARS THERE: ________ JOB TITLE / POSITION: ________________________ YEARS THERE: ________ F Tell Us About Your Finances I ASSETS (MARKET VALUE) LIABILITIES FINANCIAL PAYMENT/MO. TOTAL DEBT INSTITUTION N PRINCIPAL RESIDENCE ____________________ CURRENT MORTGAGE ______________________ ______________________ ____________________ A CASH / SAVINGS ____________________ PERSONAL LOANS ______________________ ______________________ ____________________ N STOCKS / BONDS ____________________ LINE OF CREDIT ______________________ ______________________ ____________________ C AUTO (YR., MAKE, MODEL) ____________________ CAR PAYMENT ______________________ ______________________ ____________________ I AUTO (YR., MAKE, MODEL) ____________________ CAR PAYMENT ______________________ ______________________ ____________________ RRSP’S (AMT. & INSTITUTION) ____________________ RRSP LOAN ______________________ ______________________ ____________________ A OTHER REAL ESTATE ____________________ OTHER MORTGAGE ______________________ ______________________ ____________________ L PERSONAL EFFECTS ____________________ CREDIT CARDS ______________________ ______________________ ____________________ We Need Your Authorization S I Consent to collect and use personal information G I/We warrant and confirm that the information given in the mortgage application form is true and correct and I/we understand that it is being used to determine my/our credit responsibility. You are authorized to obtain any N information you may require relative to this application from any sources to which you may apply and each such source is hereby authorized to provide you with such information. You are furthermore authorized to disclose, in A response to direct enquiries from any other lender or credit bureau, such information on my loaning account as you consider appropriate, and I agree to indemnify you against and save you harm from any and all claims in T damages or otherwise arising from such disclosure on your part. You are also authorized to retain the application whether or not the relative mortgage is approved. U R ___________________________________________________________________________________________ E Date Applicant's Signature Co-applicant's signature Corporate Office: 200, 2005 Sheppard Ave E, Toronto ON, M2J 5B4 Phone: 1-877-366-3487
  • 3.
    If you knowthe details and type of mortgage you are looking for please tell us ... M Loan Type: Term Requested: Interest Rate: T % Ì First Mortgage Ì (6 months to 25 years) Ì Second Mortgage Ì Closed Ì Open Purpose of Mortgage Funds Ì Fixed Rate Ì Variable Rate G Ì Purchase of new property Ì Cash Back Ì Free Down Payment Amortization: ____________ (5 to 25 years) Property Taxes: Ì Renewal/Switch of existing mortgage NOTE: If Renewal/Switch, the remaining Ì Include with mortgage payment Ì Debt Consolidation amortization on your existing mortgage will Ì Paid directly by borrower T Ì Equity Takeout/Investment be used. Most lenders insist that property taxes be House Ì Townhouse Ì Condo Ì Payment Frequency: included with your mortgage payment if the Y Ì Weekly Ì Monthly mortgage is high-ratio insured. Year Purchased________________________ Ì Bi-Weekly Ì Semi-Monthly P (26 payments/year) (24 payments/year) Purchase Price ________________________ Ì Accelerated E We’re Listening With regards to your financing, please tell us anything that is important to you so we can serve you better. ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ Are you working with any other real estate professionals? (e.g. realtor, lawyer) If so, please provide their contact information. If not, we would be M happy to offer any recommendations to people we have used in the past. T ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ G Do you know anyone else interested in a mortgage? Please provide us with their contact information. ______________________________________________________________________________________________________________________________ ______________________________________________________________________________________________________________________________ I Please gather the following documents to help us get you the best mortgage possible. Employment Letter Current Pay Stub Bank/RRSP Statements NOA N H.O. Insurance Prop Tax Assess. Prop Tax Receipt Mortgage Statement F O Tell us about your property Building Type ____________________________ # of Bedrooms ____________________________ # of Fireplaces __________________________ Water Supply ____________________________ Basement ________________________________ MLS # __________________________________ Sewer Type ____________________________ Square Footage____________________________ Property Taxes __________________________ Year Built ______________________________ # of Bathrooms____________________________ Strata Fees ______________________________ P If you own rental properties, please provide us with details R MONTHLY INCOME MONTHLY INCOME O Address: ____________________________________________ Gross Income ________________ Mortgage Payment ________ P Ì Condo Ì Townhouse Ì House Can you provide a residential Property Taxes ________ E Purchase Price & Date: ________________________________ tenancy agreement to verify Insurance ________ your property’s rental income? Current Value: ________________________________________ Utilities ________ R Ì Yes Ì No Can you provide a mortgage Mortgage Balance: ____________________________________ Can you provide a recent property statement to verify your T tax assessment or property property’s mortgage balance Maturity Date:________________ Interest Rate: __________ appraisal to verify your property’s value? and payment amount? Y Financial Institution: __________________________________ Ì Yes Ì No Ì Yes Ì No Corporate Office: 200, 2005 Sheppard Ave E, Toronto ON, M2J 5B4 Phone: 1-877-366-3487