Mortgage Checklist

Depending on what we are helping you with (purchase / refinance / renewal), we may require all or some (but most of) the following documentation to complete your mortgage:

Mortgage Checklist

Purchase Agreement

MLS Listing

Copy of Signed Mortgage Approval

Copy of Insurance Application Waiver (MPP).

Copy of Signed Mortgage Borrower Disclosure

Gift Letter with Associated Bank Statement.

Proof of Down Payment via bank/investment statement for 90days prior to closing

Lawyer Information (Including the firm and solicitor’s name, address, phone and fax)

Job Letter and Current Paystub.

Notice of Assessment (NOA) for the last two years

Home Appraisal.

Copy of a VOID Cheque

Copy of your Home Insurance Policy

Copy of the Renewal Notice from your current lender.

Driver’s License or other Government-issued Photo ID