REFINANCE'S QUESTIONNAIRE
Complete legal names of all owners/mortgagors, dates of birth and sex – male – M or female – F
Date of Birth
First Name
Middle Name
Last Name
D
M
Y
M/F
Date of Closing:
Month
Day
Year
Address of Property You are Refinancing
Postal Code
City
Unit #
# Street
Contact Phone
Numbers:
Home:
Name:
Business:
Name:
Cell:
Name:
Cell:
Name:
Fax:
E-Mail:


Ontario law requires that the transfer of title document contain a statement regarding the spousal status of all registered title holders and of all spouses not on title. Please indicate the spousal status for each of the persons currently on title and enter who you are married to by entering the number (#) of the line their name appears (print).

List Legal Names & Occupations of all parties
Check one
#1
Married to #
/ Not A Spouse / Separated / Single
#2
Married to #
/ Not A Spouse / Separated / Single
#3
Married to #
/ Not A Spouse / Separated / Single
#4
Married to #
/ Not A Spouse / Separated / Single
Check one
Is your present legal name different from when you purchased the property and as shown on your Transfer/Deed?
 Yes /  No
Has any part of the property been used for business or commercial purposes?
 Yes /  No
Have there been any additions or renovations for which the municipal "final inspections" have not been completed and clearances given?
 Yes /  No
Do you own an interest in an adjoining property?
 Yes /  No
Are there any possible or actual law suits, liens, judgments, default payments or other matters that could affect the sale?
 Yes /  No

If anyone is coming off title please note the name/s of the individual/s being removed


Is anyone going on title? What is their relationship to you?


Taxes: Last years total amount paid $
This years total taxes $
Tax Roll Number
Taxes paid to date $
Banking holding Existing First Mortgage
Address:
Phone
-
Fax
Mortgage Loan No
Prepayment Penalty
 Yes /  No
Bank Existing holding second Mortgage
Address:
Phone
-
Fax
Mortgage Loan No
Check one
Prepayment Penalty
 Yes /  No
Do you have a Line of Credit?
 Yes /  No
Is there a Line of Credit registered against the property you are refinancing?
 Yes /  No
If yes, fill in the following
Name of Financial Institution:
Address of Financial Institution:
Contact:
Phone Number:
-
Loan No:
Fax: ( )

NEW MORTGAGE INFORMATION

Have you applied for a mortgage
 Yes /  No
Total Debits to be paid out
Outstanding conditions
Are you arranging your mortgage direct through a bank/Mortgage Company/Mortgage Broker
 Yes /  No
Name of Bank/Mortgage Company or Mortgage Broker:
Address of Bank /Mortgage Company or Mortgage Broker:
Name of Bank Financial Advisor or Mortgage Specialist:
Phone:
-
Fax:
Email:

Insurance – Kindly provide us with your current Insurance Information. Do not forget that we will need a new insurance binder showing all title holders and the new mortgage company.

Insurance Broker:
Contact Name:
Policy No:
Phone:
-
Fax:
Is the property you are selling a Condominium?
 Yes /  No

If so, kindly provide the following:

Condominium Corporation Name:
Management Company Name:
Management Company Address:
Management Company Telephone Number
-
Fax:

Please provide the following documents as soon as possible by fax or mail:
1. Transfer/Deed
2. Charges/Mortgage(s) plus most recent mortgage statement(s)
3. Survey, not applicable if condominium
4. Latest Property Tax Bill
5. Latest utility bills (Hydro, Gas & Water)
6. Power of Attorney documents if applicable
7. Latest credit card bills (if we are paying out credit cards)
8. Current Status Certificate (if a condominium)
We Can Not commence work on your file until we receive a completed questionnaire & confirmation of representation

Name
Date
Name
Date

I/We acknowledge that I/We have completed the refinance questionnaire.