Leave this field blank First Name Last Name Contact number Estimated Funding Date of Mortgage This is the date when you would like to have funds advanced under the new mortgage. Even if the exact date is not known yet to you, please give us your best guess for file timing purposes. Choose Month Janurary February March April May June July August September October November December Choose Day Day Civic Address of Property to be mortgaged Include City/ Province and postal code Street Address: Property Considerations Please check all that apply. * Note that the scope of our practice does not currently include financing for co-op, manufactured home, float home, commercial property, or First Nations Land. Vacant Land (lot only) Detached Housing Strata Titled Vancouver City, UBC or SFU Leasehold Ownership Current tenants to remain in property Other, as set out in notes below Mortgage Lender From which bank or lending institution will you be borrowing funds? How can we reach your banker/ broker regarding your mortgage? Please provide the name/ contact information of your mortgage contact (banker/ broker), or his/her company, in case we need to follow up for your mortgage instructions. Name / Number How many Borrowers are there on title to this Propery? Please enter a numeric value. Are there to be any co-signer(s) on the mortgage not registered as an owner of this property? Yes No Not sure, but I will ask my broker and get back to you How many registered Mortgages or Chargers are to be cleared from title? Please enter a numeric value. This would include lines of credit secured by this property, deferred property taxes, judgments for income tax arrears etc. Number Are there any existing charges on title that are to remain in priority to your new mortgage? This might include property tax arrears, outstanding strata fees/levies, unpaid contractors etc. Yes No I do not know Have you any unregistered debt/ arrears associated with this property that the new lender will require be paid out and possibly closed? This might include property tax arrears, outstanding strata fees/ levies, unpaid contractors etc. Yes No Primary Contact Person – Probably You Who is the most knowledgeable or available CLIENT to field our questions and receive updates on your file? As knowledgeable as your Realtor might be, we are looking here for the client who will be the point person on your file. Full Name Preferred Email address of primary contact person Email Confirmation of Email address of Primary Contact Person Secondary Email, if any, to be included on correspondence / documentation Confirmation of Secondary Email Do you require additional paper hard copies? In our efforts to reduce paper waste, our standard practice is to provide you with emailed copies of signing documentation for preview in advance of your appointment and then of post-closing reporting correspondence. Most clients these days prefer to retain information electronically and may print pages at their own discretion. Other clients, however, would prefer a hard copy to be provided which we are pleased to accommodate. No, thank you. I can print them myself if needed. Yes, please add $30 (for purchase / mortgage files) and / or $20 (for sale files) to my account to cover copy and postage costs to receive a hard copy printed package. I am over 75 years of age and request a complementary hard copy printed package Is there any thing more you would like us to know that would help us to be better able to serve you in this transaction? Send