This web application will get you started.
The form below gives me the basic information I need to formulate a preliminary strategic approach, and figure out what products are best suited to you.
Not interested in online applications? I understand. Just give me a call to setup an appointment. 250-858-8564
Applicant Name (s)
Purpose of Application PurchaseRefinanceRenewalHome Equity LOCPurchase + Improvements
Requested Mortgage Amount
How Would You Rate Your Credit Score ExcellentGoodMediocreWeak
Do You OwnRentBoth (Rent & Own)
If you RENT, How much do you pay per month?
If you OWN: What is the last assessed value of your house?
If you OWN: What is your approximate mortgage balance?
If you OWN: How much are your property taxes this year?
Do you own multiple properties YesNo
Income p/yr:(If 2 applicants format as $40,000 + $30,000)
Income Type Self-EmployedSalary EmployeeHourly EmployeeCombination
Assets: Total $$ amount of all cash, stocks, rrsp’s, vehicles & other assets.
Liabilities: Total $$ amount of all debts, excluding your first mortgage, but including Credit Cards, Vehicle Loans etc.