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Knowing our customers is important

Getting as much information about our clients is very important to providing a smooth mortgage experience.  Thank you in advance for completing our questionnaire to help us serve you better.

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* 1. Please provide your contact information.

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* 2. What is your citizenship status?

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* 3. What is a comfortable mortgage payment for you (principal and interest) on a monthly basis?

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* 4. Are you interested in a Fixed Rate or Variable Rate mortgage?

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* 5. What length of mortgage term are you interested in?

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* 6. Which payment frequency would you prefer?

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* 7. Are you currently a co-signer for another mortgage, loan, or line of credit?

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* 8. How much life insurance do you currently have?

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* 9. Do you have any disability insurance?

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* 10. Do you currently own or on title of any other properties (house, condo, cottage, land, or farm)?

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* 11. Have you been previously divorced or legally separated?

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* 12. Are there any suits or judgments against you or pending against you?

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* 13. Rate your overall risk tolerance when it comes to Mortgage Interest Rate volatility.

0 (Not tolerant at all) 50 (Average tolerance) 100 (Very tolerant)
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i We adjusted the number you entered based on the slider’s scale.

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* 14. Is this your first time buying a home?

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* 15. Do you have any plans to be away on vacation or be out of Canada for any reason before your possession or closing date?

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* 16. Are you currently applying for a mortgage with any other mortgage broker or financial institution?

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* 17. Do you receive Canada Child Benefit for your dependent children?

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