Documentation Checklist

With the following information we can approve your mortgage more quickly:

 Offer to purchase
Copy of the MLS listing
Signed Client Authorization
Verification of income
  • an employment letter on company letterhead stating position, length of time on the job & salary, and most recent paystub
  • for self employed 2 years of Income tax returns and 2 years of company statements
  • last two Notices of Assessment from Canada Revenue Agency
Two pieces of valid ID

  • one piece must have photo
  • must not be expired
Verification of downpayment
  • gift letter and copy of deposit to account or account print out showing deposit
  • copy of receipt for deposit with realtor / builder
  • copy of sale agreement on current home
  • 3 months’ account history / bank statements
  • copy of RRSP or investment statement
Void cheque or Pre-Authorized Debit agreement for payment account

Mortgage refinances or switches:

 Copy of fire insurance
Copy of current mortgage statement
Copy of mortgage renewal document
Copy of city tax notice
Copy of property assessment

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Tracy Head

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Your Kelowna Mortgage Brokers

Whatever your personal circumstances, Laurie Baird and Tracy Head will analyze your financial situation and recommend mortgage options that best suit your needs. Laurie and Tracy are the mortgage professionals that will help find the right mortgage solution for you.

Contact us today to find out how we can make owning your home and managing your mortgage more affordable and worry-free! We provide complimentary consultations and offer advice and guidance to help you realize your goal of home ownership sooner.

Laurie Baird

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