Borrower Details

 
Details
Applicant 1
Salutation:
First Name: Initial:  
Last Name: Suffix:  
Date of Birth:    SIN:  
Marital Status:  
Spouse:  
Work:  Ext.  Fax:
Cell:  
Email:  
Contact Method:  
Applicant 2
Salutation:
First Name: Initial:  
Last Name: Suffix:  
Date of Birth:    SIN:  
Marital Status:  
Spouse:  
Work:  Ext.  Fax:
Cell:  
Email:  
Contact Method:  
Home:  Dependants:  Language:  Existing Client:  Client #:  
First Time Buyer: Relationship to Primary Applicant:
Identification
Applicant 1
Identification Type Identification Country Identification Number  
   Add Applicant 1 Identification    
Applicant 2
Identification Type Identification Country Identification Number  
   Add Applicant 2 Identification    
Address
Applicant 1
Current    Previous
Country: Unit:  Street Number: Name: Type:
Direction:  City:   Province: Postal:
Time at Residence: y m  Status:  Rent:
 
Current    Previous
Country: Unit:  Street Number: Name: Type:
Direction:  City:   Province: Postal:
Time at Residence: y m  Status:  Rent:
 
 
Current    Previous
Country: Unit:  Street Number: Name: Type:
Direction:  City:   Province: Postal:
Time at Residence: y m  Status:  Rent:
 
 
 Add Applicant 1 Address
Applicant 2 same as Applicant 1
Current    Previous
Country: Unit:  Street Number: Name: Type:
Direction:  City:   Province: Postal:
Time at Residence: y m  Status:  Rent:
 
Current    Previous
Country: Unit:  Street Number: Name: Type:
Direction:  City:   Province: Postal:
Time at Residence: y m  Status:  Rent:
 
Current    Previous
Country: Unit:  Street Number: Name: Type:
Direction:  City:   Province: Postal:
Time at Residence: y m  Status:  Rent:
 
 Add Applicant 2 Address
Mailing Address
Applicant  Property   Other
Country: Unit:  Street: City:  
 Prov:   Postal:  
Employment
Applicant 1
Employer Name:
Status: Type:
Country:
Address Line 1:
Address Line 2:
City:
Province: Postal:
Phone:  Ext. 
Fax:
Email:
Self Employed:    
Company Type:    
Operating As:    
Gross Revenue:    
Job Title:    
Occupation:
Industry Sector:
Income Type:    
Income Period:    
Time at Job: y m    
Years in Ind: y m
Income Amount:
 
 
Employer Name:
Status: Type:
Country:
Address Line 1:
Address Line 2:
City:
Province: Postal:
Phone:  Ext. 
Fax:
Email:
Self Employed:    
Company Type:    
Operating As:    
Gross Revenue:    
Job Title:    
Occupation:
Industry Sector:
Income Type:    
Income Period:    
Time at Job: y m    
Years in Ind: y m
Income Amount:
 
 
 Add Applicant 1 Employment  
Applicant 2
Employer Name:
Status: Status:
Country:
Address Line 1:
Address Line 2:
City:
Province: Postal:
Phone:  Ext. 
Fax:
Email:
Self Employed:    
Company Type:    
Operating As:    
Gross Revenue:    
Job Title:    
Occupation:
Industry Sector:
Income Type:    
Income Period:    
Time at Job: y m    
Years in Ind: y m
Income Amount:
 
Employer Name:
Status: Status:
Country:
Address Line 1:
Address Line 2:
City:
Province: Postal:
Phone:  Ext. 
Fax:
Email:
Self Employed:    
Company Type:    
Operating As:    
Gross Revenue:    
Job Title:    
Occupation:
Industry Sector:
Income Type:    
Income Period:    
Time at Job: y m    
Years in Ind: y m
Income Amount:
 
 Add Applicant 2 Employment  
Other Income
Income Type Description Income Period Income Amount  
      $ 
  Add Income    
Assets
Type Description Value
Down Payment
    $  Create Down Payment Delete Selected
  Add Asset
Liabilities
Scrape Bureau on Request Yes No
Type
CB
 Limit
Balance

Ovr
Payment
Maturity Date
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
 
Description: Payoff
  $  $   
$ 
  Add Liability
Total Assets
$ 
Total Liabilities
$ 
Net Worth
 $ 
Properties Owned By Applicant
  Property 1
Occupancy:    
Country: Unit: Street Number: Name: Type:
Direction: City: Prov:  
Postal: Property Value: Original Value: Purchase Date:  
Annual Taxes: /y /m Total Condo Fees: /m Fees Incl. Heat: Heating: /m
Rental Income: /m
Rental Income Options:
Inclusion/Offset: %
Proceeds from Sales:  
Create Down Payment
Hydro: /m Other: /m
Mgmt: /m Insurance: /m
Repairs: /m Interest: /m
Total Monthly Expenses:
$ 
   
Mortgage Information
Mortgage Type: Balance: Payment: Payment Frequency:
Maturity Date:   Rate Type: Term Type:
Mortgage Holder: Payoff: Loan Type: Mtg Interest Rate:  %
Delete Mortgage
Add Mortgage
 
Total Property Value
Total Mortgages
Mortgage Payments
Total Expenses
Rental Income
Rental Expenses
$  $  $  $  $  $