History Form

Basic Information

First Visit Date *

Credit Check *

Coordinator Name *

Coordinator's Email

Applicant 1

Full Name

Phone *

Email *

Status of Residency (A1) *

Current banking *

NOA order or CRA *

Balances *

Kids nos. and ages *

Employment History *

Credit Score

Applicant 2

Full Name (Applicant 2)

Phone # (Applicant 2)

Email (Applicant 2)

Status of Residency (A2)

Relation (Applicant 2)

Banking History (Applicant 2)

Account Balance (Applicant 2)

Number of Children & Their Age (Applicant 2)

NOA Order / CRA Communication (Applicant 2)

Employment History (Applicant 2)

Credit Score (Applicant 2)

Applicant 3

Full Name (Applicant 3)

Email (Applicant 3)

Phone # (Applicant 3)

Status of Residency (A3)

Relation (Applicant 3)

Banking History (Applicant 3)

Account Balance (Applicant 3)

Number of Children & Age (Applicant 3)

NOA Order / CRA Communication (Applicant 3)

Employment History (Applicant 3)

Credit Score (Applicant 3)

Applicant 4

Full Name (A4)

Phone Number (A4)

Email (A4)

Status of Residency (A4)

Relation (A4)

Number of Children & Age (A4)

Banking History (A4)

Account Balance (A4)

NOA Order & CRA Communication (A4)

Employment History (A4)

Credit Score (A4)

Section

Retainer *

Fee Agreement *

Property Value *

Down Payment % *

Draft Paid from Account Number & Dated *

Down payment laying at *

Realtor Name & Number *

Office Use

Remarks / Notes

If a client has an existing property, here are the questions you will need to ask them:

Address of the property

When was the property brought by you? *

How much percent down did you put? *

Have you ever refinanced within 3 years? *

Does it have a mortgage, if yes with which bank and its balance? *

Do you receive any rents, if yes how much and how many basements? *

Is there a regular deposit of rents? If yes, in which acct? *

Under how many people is the mortgage (% of shareholders for property)? *

Any Strata fees, insurance you pay for the property? *

Are they selling the property? *

Is there any Rental Agreement? *

Rental Deposits in? *