Checklists & Worksheets

Mortgage Document Check List

There are multiple documents you will need throughout the process. This guide will outline what you will need to provide us below.

Purchasing A Home

Information that describes the property you are buying:

Purchase and sale agreement
MLS listing with photo
Name, address, telephone number of your solicitor/notary

Confirmation of your down payment:

Savings or investments statement from within the last 90 days
Sale of an existing property — a copy of the sale agreement
Gift letter
Withdrawal from RRSP through Home Buyer’s Plan

Employment verification:

Copy of latest pay slip
T4
Letter of employment
T1 General and Notice of Assessment (NOA) if self-employed

If You Currently Own A Home

Information that describes your existing property:

Recent mortgage statement
Current homeowner insurance policy
Most recent property tax bill/statement
Legal description of your property (you can find this on your original purchase agreement or your property tax statement)

Other Information We May Require

Part of the application process also requires questions relating to what you currently owe and own. We also may ask what some of your projected expenses relating to the property may be, such as bills, taxes & fees and if you will be using your property to generate income.

Void cheque