Financial Assessment Form

By filling out this form I will be able to assess what home loan options are available to you.
 
You may already be approved for a mortgage amount with the bank however in my experience I know that you may be uncomfortable with the maximum they have quoted you and for others you may need to take the maximum mortgage the bank is willing to give you (or a little more) to afford the type of home you wish to have.
 
*I am going to counsel you on what is the right mortgage to fit your personal needs and comfort zone based on the information you provide on this form, your "wish list" and your input as to what is feasible for you to expend on a monthly basis.
First name:
Last name:
Home address:
Unit #:
City:
Postal code:
Home ph#:
Cell ph#:
Work ph#:
E-mail:
Birthday:
Occupation:
Tenure at occupation:
Annual income:
Co-Applicant (optional)
First name:
Last name:
Work ph#:
Cell ph#:
E-mail:
Birthday:
Occupation:
Tenure at occupation:
Annual income:
Assets
Total downpayment available:
Cash in bank:
RRSP balance:
GICs balance:
Stocks:
Gift amount:
House to sell:
Equity in home:
House value (approx.):
Liabilities/Monthly Expenses
Credit cards (total amount owing):
Lines of credit (total amount owing):
Car loans (monthly payment):
Other loans (monthly payment, e.g. student loan):
Were you referred to us? If yes, which team member were you referred to?
If you were referred to us, by whom were you referred?
Please enter the following letters and numbers in the field below:
Please enter the following letters and numbers in the field below: