Getting to Know You

In order to determine the right mortgage solution for you, this form will help us evaluate your needs and goals and allow us to tailor our mortgage recommendations for you.

Please open each section by clicking on the title and complete it before clicking on the submit button.

Once the form has been successfully submitted, you will receive an automated acknowledgement and your agent will contact you within 1 business day.

If you would prefer to print out the form and scan it back to us, you can download a PDF copy and email it to your agent.

Thanks! We look forward to getting to know you better.

Getting to Know You
First Name
Last Name
This phone number is a *
Marital Status *
Is there a co-applicant? *

CO-APPLICANT(S)

First Name
Last Name
This phone number is a *
Add Remove
What would you like to do? *
You will only be able to select one option. If you would like to change your selection, unselect any selected option and reselect.

PURCHASE

What type of residence will this mortgage be for? *
$
$

RENEWAL/SWITCH

Do you believe your current home will meet your family's needs over the next 3-5 years? *

REFINANCE

Do you believe your current home will meet your family's needs over the next 3-5 years? *
Do you know the penalty to break your mortgage in the next 30 days? *
Do you have this in writing from your current lender? *
Checking this box is my acknowledgement that I am aware of any penalty for breaking my current mortgage and I acknowledge that any penalty involved might increase prior to closing *

BUDGET

UNDERSTANDING YOUR FINANCIAL GOALS

RISK TOLERANCE

ONGOING COMMITMENT

I/We have read the privacy policy available at mortgagealliance.com/privacy-policy, and understand that the collection, use and disclosure of my/our personal information by Mortgage Alliance will be done in accordance with such Privacy Policy.

I/We authorize Mortgage Alliance, affiliated entities part of the M3 Mortgage Group and authorised agents to keep in touch with me/us via electronic messaging in order to provide me/us with content and provide insightful information on mortgages, finances, etc. I/We wish to be kept informed and consent to the receiving of these informative electronic communications. I/We understand that I/we can withdraw consent at any time.

I/We understand that even if I/We do not provide my/our express consent to receive promotional communications, I/We may still be contacted, if authorized under applicable anti-spam legislation, for example if I/We have recently entered into a transaction with Mortgage Alliance (and therefore, Mortgage Alliance has my/our implied consent) as well as for transactional purposes such as contacts for customer service and/or product or service information, status updates or renewals, reminder notices or answers to my/our questions or inquiries.

CREDIT BUREAU CONSENT
I/We the undersigned, declare the information provided in the mortgage application is a true and complete representation. I/We understand that it is being used to determine my/our credit worthiness and to evaluate my/our request for credit. I/We authorize Mortgage Alliance or their designate to obtain a credit report. I/We acknowledge that the completion of a credit application may take time and it might entail additional credit reports. I/We authorize Mortgage Alliance to exchange such credit information or obtain additional credit reports for up to six (6) months from the date signed below for the purpose of securing credit or other products and services with potential mortgage lenders, insurance companies, Authorized Agents or other service providers.

By submitting this form, you certify that the information in this form is true and accurate and will be considered current unless we are notified otherwise. We are compliant with current PIPEDA legislation and our privacy policy. Personal information will be held in the strictest of confidence and only released to third parties to fulfil our obligations to you or comply with regulatory requirements or when required to do so by law.

You can sign this with a stylus or type your name using the keyboard as a signature for this form.