• Canadian Pre-Approval Document Checklist

    To complete the pre-qualification process, please review each line item below and submit the applicable documents to your Mortgage Loan Originator.

    To complete a loan application online, click get pre-qualified.

    Please Note: 
    If you decide to complete the application online, you should enter any 6 digits into the zip code field. The zip code field will not recognize a Canadian zip code.  Please type your zip code at the end of your address.

    Standard Loan Application Documentation (as applicable)

    •  2 forms of government-issued id (driver’s license, passport, social security card,
    •  2 years most recently-filed T-4s
    •  2 years most recently-filed tax returns (federal)
    •  Current paystubs to cover most recent 30-day period
    •  Additional income source documentation: social security, pension,
         interest/dividend, child support, alimony, etc.
    •  If divorced, please provide all pages of the recorded divorce decree
    •  Current/Previous landlord contact information
    •  Mortgage statements for all financed properties owned
    •  If taxes and insurance for properties owned are not impounded, please provide
        copy of tax and insurance bill(s)
    •  Rental agreements for investment properties not listed on tax return
    •  2 months most recent and consecutive bank statements (all pages)
    •  2 months most recent and consecutive statements for all other asset accounts,
         i.e. brokerage, stocks, bonds, 401K, IRA, miscellaneous retirement accounts,  
         etc. (all pages)
    **Please identify from which account(s) your down payment will be drawn.

    If you are self-employed: (as applicable)

    •  2 years most recently-filed corporate, partnership or business tax returns for all
        businesses in which you hold more than 25% ownership interest
    •  Year-to-date profit and loss statement and balance sheet for all businesses
    •  Current business license or letter from accountant to validate minimum 2 years