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Real Estate Mortgage Intake Form

Fill out the 5 Minute Form Below!

Please complete our Intake Form as best you can and we’ll get back to you with a FREE consultation and quote. The more information you provide, the better prepared we'll be to assist you! We look forward to connecting!

    ABOUT YOUR CLOSING

    What kind of property are you mortgaging?*

    What is the closing date?

    What is the street address of the property being mortgaged?*

    City/Region*

    Postal Code*

    Name of Lender*

    Mortgage Reference/Policy Number (if applicable)

    Address

    Phone Number (if applicable)

    Mortgage Representative Name

    Mortgage Representative Phone Number



    MORTGAGES (If applicable)

    If there are one or more mortgages currently on the property, please provide the following information:

    First Mortgage Lender (name of company or person)

    First Mortgage Reference Number

    First Mortgage Lender Phone Number

    First Mortgage Lender Address

    Second Mortgage Lender (name of company or person)

    Second Mortgage Reference Number

    Second Mortgage Lender Phone Number

    Second Mortgage Lender Address



    PARTY ONE

    Please indicate your full name as it appears on your government-issued photo ID:*

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth*

    Phone number*

    Email address

    Employer/Business name

    Employer/Business address


    Are you acting on behalf of a corporation?*

    If you are acting on behalf of a corporation, what is the corporation's name?

    If you are acting on behalf of a corporation, what is the corporation's address?


    Is the property being mortgaged the same as your current residence?*

    If the property being mortgaged is NOT the same as your current residence, what will your address be after closing?

    City/Region

    Postal Code


    Please specify your current spousal status.*

    If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

    Non-title spouse's full name as it appears on their government-issued photo ID:

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth of non-title spouse

    Phone number of non-title spouse

    Email address of non-title spouse

    Employer/Business of non-title spouse




    PARTY TWO

    Please indicate your full name as it appears on your government-issued photo ID:*

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth*

    Phone number*

    Email address

    Employer/Business name

    Employer/Business address


    Are you acting on behalf of a corporation?*

    If you are acting on behalf of a corporation, what is the corporation's name?

    If you are acting on behalf of a corporation, what is the corporation's address?


    Is the property being mortgaged the same as your current residence?*

    If the property being mortgaged is NOT the same as your current residence, what will your address be after closing?

    City/Region

    Postal Code


    Please specify your current spousal status.*

    If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

    Non-title spouse's full name as it appears on their government-issued photo ID:

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth of non-title spouse

    Phone number of non-title spouse

    Email address of non-title spouse

    Employer/Business of non-title spouse




    PARTY THREE

    Please indicate your full name as it appears on your government-issued photo ID:*

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth*

    Phone number*

    Email address

    Employer/Business name

    Employer/Business address


    Are you acting on behalf of a corporation?*

    If you are acting on behalf of a corporation, what is the corporation's name?

    If you are acting on behalf of a corporation, what is the corporation's address?


    Is the property being mortgaged the same as your current residence?*

    If the property being mortgaged is NOT the same as your current residence, what will your address be after closing?

    City/Region

    Postal Code


    Please specify your current spousal status.*

    If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

    Non-title spouse's full name as it appears on their government-issued photo ID:

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth of non-title spouse

    Phone number of non-title spouse

    Email address of non-title spouse

    Employer/Business of non-title spouse



    PARTY FOUR

    Please indicate your full name as it appears on your government-issued photo ID:*

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth*

    Phone number*

    Email address

    Employer/Business name

    Employer/Business address


    Are you acting on behalf of a corporation?*

    If you are acting on behalf of a corporation, what is the corporation's name?

    If you are acting on behalf of a corporation, what is the corporation's address?


    Is the property being mortgaged the same as your current residence?*

    If the property being mortgaged is NOT the same as your current residence, what will your address be after closing?

    City/Region

    Postal Code


    Please specify your current spousal status.*

    If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

    Non-title spouse's full name as it appears on their government-issued photo ID:

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth of non-title spouse

    Phone number of non-title spouse

    Email address of non-title spouse

    Employer/Business of non-title spouse



    PARTY FIVE

    Please indicate your full name as it appears on your government-issued photo ID:*

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth*

    Phone number*

    Email address

    Employer/Business name

    Employer/Business address


    Are you acting on behalf of a corporation?*

    If you are acting on behalf of a corporation, what is the corporation's name?

    If you are acting on behalf of a corporation, what is the corporation's address?


    Is the property being mortgaged the same as your current residence?*

    If the property being mortgaged is NOT the same as your current residence, what will your address be after closing?

    City/Region

    Postal Code


    Please specify your current spousal status.*

    If you are married, separated or in a common-law relationship, and your spouse is NOT on title to the property, please provide the following information:

    Non-title spouse's full name as it appears on their government-issued photo ID:

    Please attach photocopies of the front and back of two pieces of government-issued photo ID. Health Cards are not accepted. (Note: we are required by law to obtain this ID, but you may provide it to us in person when we meet you.)

    Date of birth of non-title spouse

    Phone number of non-title spouse

    Email address of non-title spouse

    Employer/Business of non-title spouse



    FIRE INSURANCE

    Please provide details of your fire insurance coverage for the property you are mortgaging. Please note that fire insurance is usually required by lenders when obtaining a mortgage.

    Name of Insurance Company

    Name of the Insurance Agent/Broker/Rep

    Policy # (if applicable)

    Email address of Agent/Broker/Rep

    Phone number of Agent/Broker/Rep



    SILENT OWNERS

    Other than a spouse, does any other person or corporation have an ownership interest in the property?*

    Silent owner's full name as it appears on their government-issued photo ID:

    What is the silent owner's relationship to the parties on title?

    Date of birth of silent owner

    Phone number of silent owner

    Email address of silent owner

    Employer/Business of silent owner



    OTHER DETAILS

    If there are any other details about your sale not covered in this intake form, please let us know below!

    *indicates required fields