Mortgage Application

Details of Loan
First:
Second:
Mtg Type: Purchase Price/Value: Insurance Fee: Closing Date:
Source(s) of Down Payment:
Asset Breakdown:
Personal
Name: S.I.N. Date of Birth: Age: Dependents:
Present Address: Res:
Bus:
Yrs.
Previous Address: No. of Years Marital Status Rent
Current Employer: Years: Gross Annual Income: Occupation:
Previous Employer (<3 years) Years: Gross Annual Income: Occupation:
Co-Applicant Name: S.I.N. Date of Birth: Age:
Address: City: Prov: Res:
Bus:
Yrs:
Current Employer: Years: Gross Annual Income: Occupation:
Previous Employer (<3 years) Years: Gross Annual Income: Occupation:
Other Income: Source: Amunt: Source: Amount:
Financial Net Worth: $

Assets

Value

Liabilities

Total Dept

Monthly Payments

Cash Credit Card(s)
Principal Res. Principal Res.
Rental/Other Prop. Rental/Other Prop.
Credit Lines/Loans
Total Assets: Total Liabilities:
Property Description
Municipal Address:
Owner Occupied: Rental: Zoning: Lot Size:
Taxes:$ Heat:$ Condo Fees:$ Rental Income:$
Rental exp.:  Insurance:$                                 Repairs:$                                      Hydro:$                               Mgmt:$                             Other:$
Appraised Value: Date Appraised:

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Credit References
Bank Location Account# Amount
       
       
Credit Line/Loan Name Description Paid Off Limit Balance Monthly Payments
           
           
           
   

Totals:

     
Credit Card Name Card Number Paid Off Limit Balance Monthly Payments
           
           
           
   

Totals:

     
Existing Mortgages / Properties
Held by: Mortgage Number
Address:
Mortgage Type: Rate: %
Property Value:
Principal Residence:
Remain After Closing:
Held by: Mortgage Number
Address:
Mortgage Type: Rate: %
Property Value:
Principal Residence:
Remain After Closing:
Held by: Mortgage Number
Address:
Mortgage Type: Rate: %
Property Value:
Principal Residence:

Remain After Closing:

Refinance Information
Purchase: Closing / Switch Date: Oringinal Mortgage:
Purpose: Improvements:
Mortgage Holder:
Applicant: Date:
Co-applicant: Date:

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