Mortgage For Refinance

 

 


1. Mortgage Information Source

(1) Mortgage Agent Name of CBMR Team *:
Type the agent name you contacted or type "Manager" if you don't know.
(2) From where did you know us originally? *
(3) Your Facebook Account Name:
(4) Your Twitter Account Name:
(5) Your LinkedIn Account Name:


2. Personal Information


For Applicant 1:
For Applicant 2:
Salutation *: Salutation:
First Name *: First NAme:
Last Name *: Last Name:
Birthday *:
use format: mm/dd/yyyy 		Birthday :
use format: mm/dd/yyyy
SIN Number *:
No dash, no space 		SIN Number:
No dash, no space
Work Phone/Ext *: x
Use format: 111-222-3333 		Work Phone/Ext: x
Use format: 111-222-3333
Mobile Phone *:
Use format: 111-222-3333 		Mobile Phone:
Use format: 111-222-3333
Home Phone *:
Use format: 111-222-3333 		Home Phone:
Use format: 111-222-3333
Email *: Email:
Marital Status *: Marital Status:
Language Preferred *: Language Preferred:
Current Address For Applicant 1: Current Address For Applicant 2:
Ignore if it's same address 		 Same As Applicant 1
Check here if the address is the same as Applicant 1
Unit Number: Unit Number:
Street Number *:
Just Enter Street Number 		Street Number:
Just Enter Street Number
Street Name *:
Enter Street Name 		Street Name:
Enter Street Name
Street Type/Dir *: /
Choose From List 		Street Type/Dir: /
Choose From List
City *: City:
Province *: Province:
Post Code *: Post Code:
Country *: Country :
Years At This Address *: Years Years At This Address: Years
Address Staus *: Address Staus:
Monthly Rent: $
if it's rental for previous question		 Monthly Rent: $
if it's rental for previous question


If the "Years At This Address" is less than 3 years, please fill up the following fields:

Previous Address For Applicant 1: Previous Address For Applicant 2:
Ignore if it's same address 		 Same As Applicant 1
Check the box if the address is same as Applicant 1.
Unit Number: Unit Number:
Street Number:
Just Enter Street Number 		Street Number:
Just Enter Street Number
Street Name:
Enter Street Name 		Street Name:
Enter Street Name
Street Type/Dir: /
Choose From List 		Street Type/Dir: /
Choose From List
City: City:
Province: Province:
Post Code: Post Code:
Country: Country :
Years At This Address: Years Years At This Address: Years
Address Staus: Address Staus:


3. Employment & Income

Current Employer *: Current Employer:
Job Type *: Job Type:
Employer Address *:
Use format: 123 Sample Street 		Employer Address:
Use format: 123 Sample Street
City *: City:
Province *: Province:
Post Code *: Post Code:
Annual Income *: $ Annual Income: $
Income Type *: Income Type:
Job Title *: Job Title:
Years In Position *: Years Years In Position: Years
Years In Industry *: Year(s)
total years in this industry		 Years In Industry: Year(s)
total years in this industry


If the "Years In Position " is less than 3 years, please fill up the following fields:

Previous Employer: Previous Employer:
Job Type: Job Type:
Employer Address:
Use format: 123 Sample Street 		Employer Address:
Use format: 123 Sample Street
City: City:
Province: Province:
Post Code: Post Code:
Annual Income: $ Annual Income: $
Income Type: Income Type:
Job Title: Job Title:
Years In Position: Years Years In Position: Years
Years In Industry: Year(s)
total years in this industry		 Years In Industry: Year(s)
total years in this industry


If the total years in position for current and previous are still less than 3 years, please add more careers in the field of "Other Message You Need To Tell Us".


Other Income:

Rental Income: $ Invest. Income: $


4. Assets

Total Cash: $
Add total cash of your bank accounts		 In Which Banks:
Type Bank Name, like: RBC/TD/Scotia
Vehicles Value: $
Estimate the total market value		 RRSP: $
Total RRSP amount
Stock/Investment: $
Add total current value of Stock and investment		 Life Insurance: $
Total life insurance your family has
Number of Properties:
How many properties do you have?		 Total Property Value: $
Total market value of your properties


5. Liabilities

Total Credit Card Balance: $
Add total balance of credit cards		 Total unsecured LOC: $
Total unsecured LOC unpaid balance
All Other Mortgages: $
Except the subject property		 Total Monthly Payment: $
total monthly payment for existing mortgage if you have
Number of Mortgages:
Exclude the subject mortgage you are applying


6. Subject Property You Want To Refinance Mortgage

Property Unit: Street Number *:
Street Name *: Street Type / Dir *: /
City *: Province *:
Post Code *: Age of Property *:
Property Type *: Property Tax *: $
Key in Current Annual Amount, like 4580.61
Lot Size *: Living Space *: square feet
Garage *: Number Of Units *:
How many legal kitchen rooms does the property have?
Heating Type *:

Property Value *: $
Mortgage Amount Requested *: $
Mortgage Rate Requested *: %
Put the promotion rate you saw 		Mortgage Type *:
Amortization Request *: Years Closing Date *:
Use format: mm/dd/yyyy


7. Property & Mortgage If You Have Other Than The Above

Property Unit # : Street Number:
Street Name: Street Type / Dir: /
City: Province:
Post Code: Original Purchase Price:
Property Type: Property Tax: $
Key in Current Annual Amount, like 4580.61
Market Value: $ Living Space: square feet
Garage: Number Of Units:
How many legal kitchen rooms does the property have?
Heating Type:

Rental Income: $ per month
Mortgage Balance: $ Mortgage Type:
Mortgage Rate: % Mortgage Lender:
Amortization Remaining: Years Maturity Date:
Use format: mm/dd/yyyy

If you have had more than 2 properties, please enter the same information of Question No.7 to the field of "Other Message You Need To Tell Us".below


8. Other Information You Need To Tell Us:

---If you have any of the following situation, please insert here:

1. The total years of address including current and previous address is still less than 3 years, please tell us your career until more than 3 years

2. The total years of careers including current and previous employers is still less than 3 years, please tell us your career until more than 3 years

3. You have had more than one property, please tell us all properties and mortgage you have

4. Other special information you think you should tell us

I/We warrant and confirm that the information given in the mortgage application form is true and correct, and I/we understand that it is being used to determine my/our credit responsibility, evaluate and respond to my/our request for mortgage financing. Any licensed mortgage agent or broker of the CBMR Financial Group Inc. is authorized to obtain any information required for these purposes from other sources (including, for example, Credit Bureaux) and each source is hereby authorized to provide the mortgage agent/broker with such information. I/We also understand, acknowledge and consent that the information given in the mortgage application form as well as other information the mortgage agent/broker obtain in relation to my/our credit history may be disclosed to potential mortgage lenders, mortgage insurers, other service providers, organizations providing technological or other support services required in relation to this application and any other parties with whom I/we propose to have a financial relationship.

I/We further acknowledge and agree that each potential mortgage lender, mortgage insurer or service provider to whom the mortgage agent/broker provide the mortgage application and/or my/our personal information is permitted to receive such application and information and maintain records relating to me/us and my/our mortgage application and to hold, use, communicate and disclose personal information about me/us, including my/our Social Insurance Number (SIN) if I/we provide it, and collect personal information from me/us, the mortgage agent/broker and from the third persons, including credit bureau, credit reporting and collection agencies, financial institutions, my/our past and present employers, creditors and tenants, my/our spouse or any other person who has information about me/us for the purpose of recording, evaluating and responding to my/our application for the mortgage financing or related activities and I/we specifically consent to the release and disclosure of personal information by such persons to and among the mortgage agent/broker and each potential mortgage lender, mortgage insurer or other service provider. I/We also understand and agree that only the CBMR Mortgage can make decision to hold or process or cancel this mortgage application before closing date and this application is my/our decision for choosing the CBMR as my/our mortgage broker.

--- Important Notice: If the webpage doesn't go to the page of "Required Documents" after you click "Submit", please check all fields to find out where the problems are. All problems will be indicated by RED words. After you send successfully, you will receive an email within 10 minutes. This email may go to your junk mailbox.