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

How can we help you?

Checklists

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.