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Mortgage document checklist


BUYING A HOME?

  • Purchase and sale agreement
  • MLS listing with photo
  • Name, address, telephone number of your solicitor/notary


CONFIRMATION OF YOUR DOWN PAYMENT:

  • Savings or investments statement from within the last 90 days
  • Sale of an existing property — a copy of the sale agreement
  • Gift letter
  • Withdrawal from RRSP through Home Buyer’s Plan


EMPLOYMENT VERIFICATION:

  • Copy of latest pay slip
  • T4
  • Letter of employment
  • T1 General and Notice of Assessment (NOA) if self-employed


DO YOU CURRENTLY OWN YOUR HOME?

INFORMATION ON YOUR EXISTING PROPERTY:

  • Recent mortgage statement
  • Most recent property tax bill/statement


OTHER INFORMATION WE MAY REQUIRE

As part of your application process, we will ask you questions relating to what you owe and own, what some of the projected expenses relating to the property are, such as taxes, heating costs and condo fees, and whether you will be using the property to generate income.

  • Void Cheque

Learn More

Whether  you are buying a new home or refinancing your existing mortgage, my goal is to make this process as efficient as possible

Contact Me