Mortgage Application – Laura Thompson, Sales Representative

Mortgage Application ...

Before you start …
Please allow 5 to 15 minutes to complete. Your submission is 100% secure and private.
How Many Applicants?*
How many people/applicants will be named on the mortgage and have title to the property? Typically, for single person this is one, for couples, this would be two as you both will have title on the property in question and will qualify as a couple.

General Information (Applicant #1)
Name*
Prefix First Last
Date of Birth*
MM slash DD slash YYYY
SIN*
Marital Status*
Email*
Enter Email Confirm Email
Home Phone
Mobile Number
Preferred Contact Method*
Choose all that apply
- Select All
- Email
- Mobile
- Home

General Information (Applicant #2)
Name (Applicant #2)*
Prefix First Last
Date of Birth (Applicant #2)*
MM slash DD slash YYYY
SIN (Applicant #2)*
Marital Status (Applicant #2)*

Current Address Information
Address*
Street Address City Province Postal Code
Current Address Tenancy*
How long have you lived at your current address?
Previous Address*
You indicated that you lived in your current address for less than three years. Please enter your previous address.

Street Address City Province Postal Code

Current Address Information (Applicant #2)
Same Address as Applicant One?*
- Yes
- No
Address (Applicant #2)*
Street Address City Province Postal Code
Current Address Tenancy (Applicant #2)*
How long have you lived at your current address?
Previous Address (Applicant #2)*
You indicated that you lived in your current address for less than three years. Please enter your previous address.

Street Address City Province Postal Code

Current Employer Information
Employment Status*
Current Employer's Name*
Current Employee Job Title*
Type of Employment*
Years Employed*
Months Employed*
Yearly Gross Income*
Current Employer's Address*
Street Address City Province Postal Code

Current Employer Information (Applicant #2)
Employment Status (Applicant #2)*
Current Employer's Name (Applicant #2)*
Current Employee Job Title (Applicant #2)*
Type of Employment (Applicant #2)*
Years Employed (Applicant #2)*
Months Employed (Applicant #2)*
Yearly Gross Income (Applicant #2)*
Current Employer's Address (Applicant #2)*
Street Address City Province Postal Code

Previous Employer Information
These fields are required as you indicated that you have been with your current employer for less than three (3) years or currently unemployed.
Previous Employer's Name*
Previous Employee Job Title*
Previous Employer's Type of Employment*
Previous Employer's Years Employed*
Previous Employer's Months Employed*
Previous Employer's Yearly Gross Income*
Previous Employer's Address*
Street Address City Province Postal Code

Previous Employer Information - Applicant #2
These fields are required as you indicated that you have been with your current employer for less than three (3) years or currently unemployed.
Previous Employer's Name (Applicant #2)*
Previous Employee Job Title (Applicant #2)*
Previous Employer's Type of Employment (Applicant #2)*
Previous Employer's Years Employed (Applicant #2)*
Previous Employer's Months Employed (Applicant #2)*
Previous Employer's Yearly Gross Income (Applicant #2)*
Previous Employer's Address (Applicant #2)*
Street Address City Province Postal Code

Assets
Assets
Provide details of your assets. If you are applying with another applicant, include all of your combined assets. To add another line simply click on the + sign at the end of the row.

Types of Assets
Savings, RRSP, Gift, Vehicle, Stocks, Bonds, Mutual Funds, Household Goods, Life Insurance, Other
Type (example: Mutual Funds) Value (example: $15,000)

Liabilities
Liabilities
Provide details of your liabilities. If you are applying with another applicant, include all of your combined liabilities. To add another line simply click on the + sign at the end of the row.

Types of Assets
Credit Card, Personal Loan, Auto Loan, Alimony, Child Support, Student Loan, Wage Garnishee, Line of Credit, Income Tax, Lease and Auto Lease.
Type (example: Credit Card) Amount Owed (example: $3,400)

Mortage Details
Mortgage Type*
Application Type*
Loan Purpose*
Down Payment Source*
Down Payment Amount*
Purchase Price*

Property Details
Property Address*
Street Address City Province Postal Code
Property Type*
Occupancy Type*

Consent & Disclosure
Laura Thompson, Sales Representative, in accordance with our privacy policy and our obligations at law, may collect, receive, retain, use and disclose personal information about you, our client, for the purposes of: verification; assessing credit-worthiness; establishing credit limits; maintaining client relationships; presenting your mortgage application to various lenders and insurers and providing information to you about other products and services that may be of interest to you.

We may also disclose your personal information to:
- any potential purchaser of our business and their advisors,
- any third party service providers to whom we may outsource our business functions and
- any parties involved in the securitization, assignment or pledge of a loan or mortgage that are obtained through us.
By signing this form, you are providing your acknowledgement and express consent to
1. to collect, use, retain and disclose your personal information for seven (7) years following the later of a) the date of your latest application with us, or b) the date on which your loans or mortgages we have arranged for you have expired or been terminated;
2. to inquire about and receive your personal information from: consumer reporting agencies, credit bureaus, real estate appraisers, your bank(s) or other financial institutions with whom you deal, your past mortgage brokers, your present and past employers and other third parties who may have information about your financial status;
3. that the approval or granting of any mortgage by a lender to you, as arranged by Laura Thompson, is not to be construed or relied on by you as representing the value or condition of any underlying security or representing that you have the ability to repay the arranged mortgage debt;
4. to receive commercial electronic messages and other forms of business information, communications and marketing regarding products and services that may be of interest to you;
5. that we may receive fees or incentives from a lender for arranging a mortgage or loan for you. Fees and incentives include but are not limited to money, points or goods and services. Fees and incentives may vary between lenders for similar products and may also be dependent on the amounts and types of mortgage products originated;
6. that Laura Thompson has not provided you with any investment advice or services and has advised you of the need for independent financial and tax planning advice from a qualified professional.
Additional Notes/Comments

Step 1 of 14 - # of Applicants

Mortgage Application ...

Before you start …

General Information (Applicant #1)

General Information (Applicant #2)

Current Address Information

Current Address Information (Applicant #2)

Current Employer Information

Current Employer Information (Applicant #2)

Previous Employer Information

Previous Employer Information - Applicant #2

Assets

Liabilities

Mortage Details

Property Details

Consent & Disclosure

Call Laura Thompson

(519) 277-3013

Sales Representative
Muskoka & Area

Type (example: Mutual Funds)	Value (example: $15,000)

Type (example: Credit Card)	Amount Owed (example: $3,400)

Step 1 of 14 - # of Applicants

Mortgage Application ...

Before you start …

General Information (Applicant #1)

General Information (Applicant #2)

Current Address Information

Current Address Information (Applicant #2)

Current Employer Information

Current Employer Information (Applicant #2)

Previous Employer Information

Previous Employer Information - Applicant #2

Assets

Liabilities

Mortage Details

Property Details

Consent & Disclosure

Call Laura Thompson

(519) 277-3013

Sales Representative Muskoka & Area

Sales Representative
Muskoka & Area