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Integrated Mortgage Planners - GTA - Toronto
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Personal Information

*Title:

*First Name:
Middle Name:
*Last Name:
 Date of Birth:
(mmddyyyy)

*Email Address:
*Phone 1:
Phone 2:


*Confirm Email Address:
*Preferred Method of Contact:

*When is the best time to contact you?

Who is applying?



Applicant 2 (if applicable)

Title:

First Name:
Middle Name:
Last Name:
 Date of Birth:
(mmddyyyy)
Property & Mortgage Details
Address:

 City:
Province:
Postal Code:


*Property Type:
What is the value of the property?
(if estimating, please be conservative)
How much do you want to borrow?
 
What type of
mortgage are you
interested in?
What is your desired
closing date?
Monthly Cash Flow Summary
*Regular Monthly Income
(all applicants):
 *Any other provable
ongoing income:
 *Type of Employment
Income:

*Time at current employer?
(years, months)
*Time in same industry?
(years, months)
*Total monthly debt
payments
Credit History
What is you overall history of credit repayment?
*Applicant 1
 Applicant 2
 
*Applicant 1: Do you consent to our pulling your credit bureau on your behalf?
(an up-to-date credit report is required by all lenders and will be kept strictly confidential)
 
*Applicant 2: Do you consent to our pulling your credit bureau on your behalf?
(an up-to-date credit report is required by all lenders and will be kept strictly confidential)
 
Social Insurance #
Applicant 1:

Social Insurance #
Applicant 2:
About You

Please rank your answers to the following questions on a scale of 1 to 10:

How important is paying down your mortgage as quickly as possible?

How important is having the lowest mortgage payment?

How important is locking in your rates and having the stability of fixed payments?

How important is letting your rate float to save money (knowing that your payments could potentially increase?)

How long do you plan to stay in your current home?

Do you expect to be expanding your family in the next 5 years?

Do you anticipate any large cash outlays in the future?
Could be cars, investments, renovations etc.

Do you anticipate making any large lump sum payments on your mortgage?

How would you describe your overall investment philosophy? (1 = very conservative, 10 = very aggressive)

Last Comments

*How did you hear about us?

Do you require an urgent response?

Is there anything else you would like to add?