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Real Estate Purchase 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 purchasing?*

    What is the closing date of your purchase?*

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

    City/Region*

    Postal Code*

    Please attach a copy of the final Agreement of Purchase and Sale:

    How many parties will be going on title to the property?*



    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?


    What is the street address of your current residence?*

    City/Region*

    Postal Code*

    Will you be moving into the property being purchased?*

    If you will NOT be moving into the property you are buying, will your address after closing be the same as your current address?

    Are you a first time home buyer? (This means that you have not owned property anywhere in the world.)*

    Do you intend to occupy the property as your principal residence?*

    Do you or any person who is acquiring the property intend to lease out all or part of the property?*

    If yes, please provide details.

    Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date?*

    Please specify your country of citizenship:*

    Please specify your country of residence:*

    Are you aware of any tenants in the property you will be purchasing?


    Please specify your current spousal status.*

    If you are married or in a common-law relationship, will your spouse be going on title to the property being purchased?

    If your spouse WILL NOT be going on title, 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 (if applicable)

    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?


    What is the street address of your current residence?

    City/Region

    Postal Code

    Will you be moving into the property being purchased?

    If you will NOT be moving into the property you are buying, will your address after closing be the same as your current address?

    Are you a first time home buyer? (This means that you have not owned property anywhere in the world.)

    Do you intend to occupy the property as your principal residence?

    Do you or any person who is acquiring the property intend to lease out all or part of the property?

    If yes, please provide details.

    Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date?

    Please specify your country of citizenship:

    Please specify your country of residence:

    Are you aware of any tenants in the property you will be purchasing?


    Please specify your current spousal status.

    If you are married or in a common-law relationship, will your spouse be going on title to the property being purchased?

    If your spouse WILL NOT be going on title, 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 (if applicable)

    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?


    What is the street address of your current residence?

    City/Region

    Postal Code

    Will you be moving into the property being purchased?

    If you will NOT be moving into the property you are buying, will your address after closing be the same as your current address?

    Are you a first time home buyer? (This means that you have not owned property anywhere in the world.)

    Do you intend to occupy the property as your principal residence?

    Do you or any person who is acquiring the property intend to lease out all or part of the property?

    If yes, please provide details.

    Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date?

    Please specify your country of citizenship:

    Please specify your country of residence:

    Are you aware of any tenants in the property you will be purchasing?


    Please specify your current spousal status.

    If you are married or in a common-law relationship, will your spouse be going on title to the property being purchased?

    If your spouse WILL NOT be going on title, 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 (if applicable)

    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?


    What is the street address of your current residence?

    City/Region

    Postal Code

    Will you be moving into the property being purchased?

    If you will NOT be moving into the property you are buying, will your address after closing be the same as your current address?

    Are you a first time home buyer? (This means that you have not owned property anywhere in the world.)

    Do you intend to occupy the property as your principal residence?

    Do you or any person who is acquiring the property intend to lease out all or part of the property?

    If yes, please provide details.

    Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date?

    Please specify your country of citizenship:

    Please specify your country of residence:

    Are you aware of any tenants in the property you will be purchasing?


    Please specify your current spousal status.

    If you are married or in a common-law relationship, will your spouse be going on title to the property being purchased?

    If your spouse WILL NOT be going on title, 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 (if applicable)

    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?


    What is the street address of your current residence?

    City/Region

    Postal Code

    Will you be moving into the property being purchased?

    If you will NOT be moving into the property you are buying, will your address after closing be the same as your current address?

    Are you a first time home buyer? (This means that you have not owned property anywhere in the world.)

    Do you intend to occupy the property as your principal residence?

    Do you or any person who is acquiring the property intend to lease out all or part of the property?

    If yes, please provide details.

    Have you been physically present in Canada for at least 183 days out of the 12 month period prior to the closing date?

    Please specify your country of citizenship:

    Please specify your country of residence:

    Are you aware of any tenants in the property you will be purchasing?


    Please specify your current spousal status.

    If you are married or in a common-law relationship, will your spouse be going on title to the property being purchased?

    If your spouse WILL NOT be going on title, 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



    MORTGAGE (if applicable)

    Will you be obtaining a mortgage for this purchase?

    If you are obtaining a mortgage, please provide the following information:

    Name of the Lender

    Name of the Mortgage Agent/Broker or any other person that you are directly dealing with to obtain your mortgage (financial advisor, bank rep, etc.)

    Company name of Mortgage Agent/Broker/Financial Rep

    Email address of Mortgage Agent/Broker/Financial Rep

    Phone number of Mortgage Agent/Broker/Financial Rep



    FIRE INSURANCE

    Please provide details of your fire insurance coverage for the property you are buying. 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, will the property be acquired by anyone who will NOT be going on title to the property?

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

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

    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 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 purchase not covered in this intake form, please let us know below!

    *these fields are required