Refinance Form

Mortgage/Refinance Form

Sherry Anderson and her staff would be pleased to assist you with your new mortgage.  By completing this form and sending it to our office, you can start your file electronically.   If you have any questions or concerns or would rather start your file with us by a simple telephone call, do not hesitate to call us at 250-635-5988.

To start your file electronically provide the following information.

    Name of Person Completing Form (required)
    Mailing Address
    Home Phone
    Cell Phone
    Work Phone
    Contact Email (required)
    Address of Property being used as Security
    Anticipated Funding Date (select)

    A. REFINANCE/MORTGAGE DETAILS

    Is this the Borrower's principal residence?
    If Yes, how long have you lived in the property?

    What do I need to know about this transaction?

    C. ADD TO TITLE

    Is anyone being added title of the Property? YesNo (Selection Required)
    (If No, select No and skip the remainder of this section and proceed to "D Remove from Title")

    Provide the details of the individual who is being added to title below:

    This is a transfer to (Selection Required - Do not skip)
    If other, please explain (Do not skip))
    First Name (Added Individual)
    Middle Name(s) (Added Individual)
    Last Name (Added Individual)
    SIN (required, if being added to title)
    Date of Birth
    Occupation/Job Title
    Phone Number of Individual being added to title
    Email Address of Individual being added to title
    Select Citizenship
    If Other, insert country of citizenship

    Will the Added Individual be living in the Property? YesNoN/A - Vacant Land

    Does the Added Individual already reside in the Property?
    YesNo
    If Yes, for how long?(Do not skip)
    What mailing address does the added individual want registered on title?
    If other or a PO Box, provide mailing address here

    Briefly, explain why the individual or individuals are being added to title: (Do NOT Skip -Explanation is required)

    (If applicable, include further individuals to be added to title here)
    Include their full legal names, mailing address, occupation, dob, SIN and their relationship to you)

    D. REMOVE FROM TITLE

    Is anyone being removed from title of the Property ? YesNo (Selection Required)(If No, select No and skip the remainder of this section and proceed to "D Financing Information")

    Does the Added Individual already reside on the Property?
    YesNo
    If Yes, for how long?(Do not skip)
    The person being remove is: (Selection Required - Do not skip)
    If other, please explain (Do not skip))

    Provide the details of the individual who is being removed below:

    First Name (Individual being Removed)
    Middle Name(s)
    Last Name
    Mailing Address of Individual being removed from title
    Phone Number of Individual being Removed from to title
    Email Address of Individual being Removed from title
    Is this transfer pursuant to a separation/divorce?
    If Yes, do you have a written separation agreement? (Provide copy to office)


    Is there Money passing hands? (Selection Required)
    YesNo

    If Yes, what is the amount and the reason for payment?

    If the transfer of the property is not pursuant to a divorce/separation explain here (Do not Skip)

    E. INFORMATION EXISTING OWNERS REMAINING ON TITLE

    How many existing owners are to remain on title?
    Confirm the following information for ALL Existing Owners to remain on title
    First Existing Owner:

    First Name
    Middle Name(s)
    Last Name
    Mailing Address
    Occupation
    Phone Number
    Email Address

    Second Existing Owner:

    First Name
    Middle Name(s)
    Last Name
    Mailing Address
    Occupation
    Phone Number
    Email Address

    Add Information Additional Existing Owners here (Do not Skip)

    F. FINANCING INFORMATION:

    What Lender will your new mortgage be with
    What is the Principal Amount?
    Name of Loans Officer
    Phone
    Email (if known)

    Is there a spouse or common-law partner that will not be on title to the property being mortgaged? (select)

    If Yes, provide the full legal name of your spouse or common-law spouse:

    Are you using a Mortgage Broker? (Selection Required) YesNo

    Broker Company
    Name of Mortgage Broker
    Phone
    Email (if known)

    F.1 Existing Mortgages or Loans

    Are there existing mortgages or loans to be paid out? (Selection Required) YesNo

    Name of Lender
    Approx Amt Owing
    Mtg/Loan Ref No (Obtain from Statement)
    Phone No
    Name of Lender
    Approx Amt Owing
    Mtg/Loan Ref No (Obtain from Statement)
    Phone

    F.2 Existing Credit Cards Debts

    Are there any credit card debts that are required to be paid? YesNo

    If Yes, must provide our office with copies of the credit card statements by: (selection required)

    Name of Credit Card Provider
    Approx Amt Owing
    Credit Card No:
    Selection Required:
    Name of Credit Card Provider
    Approx Amt Owing
    Credit Card No:
    Selection Required:
    Name of Credit Card Provider
    Approx Amt Owing
    Credit Card No:
    To be Select:
    Name of Credit Card Provider
    Approx Amt Owing
    Credit Card No:
    To be Select:

    List all other debts/student loans to be paid out (Insert Name of Lender, Account No, and Approximate amount being paid)

    G. FIRE INSURANCE INFORMATION (not applicable, if vacant land)

    Insurance Agency Name
    Insurance Agency Phone
    Insurance Agency Fax (if known)

    H. GUARANTOR

    Note: Guarantors are not registered on title as "owners" of the property. They simply promise to pay the mortgage monies.

    Will you have a Guarantor on your mortgage? (Selection Required) YesNo (If No, Select "No" and skip this section)

    First Guarantor

    First Name
    Middle Name(s)
    Last Name
    Home Phone
    Cell Phone
    Work Phone
    Email Address (if known)
    Mailing Address
    Relationship of Guarantor to others on title

    Second Guarantor

    First Name
    Middle Name(s)
    Last Name
    Home Phone
    Cell Phone
    Work Phone
    Email Address (if known)
    Mailing Address
    Relationship of Guarantor to others on title

    I. TRAVEL PLANS:

    Do you have any travel plans prior to the Completion Date? (selection required) YesNo
    If yes, please provide the details:

    J. ADDITIONAL COMMENTS OR INFORMATION

    A staff member will contact you shortly. Should you have any questions please call my office at: 250-635-5988.