Purchase Intake Form

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Congratulations on the purchase of your new home!

In order to assist us in opening and preparing your file, please provide the following information about yourself and the subject property.

First Name	Middle Name(s)	Last Name(s)	Actions

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About Your Purchase Transaction
When is the closing date (Day/Month/Year)?*
DD slash MM slash YYYY

What is the civic address of the property being purchased, including City and postal code (if available)?*
Street Address City Province Postal Code

Is the property a new construction or a resale home?*
What is the type of property being purchased?*
Please provide details:*

About Your Purchase Transaction
Are you purchasing this property to be used as your primary place of residence?*
If not, please indicate who will be living in the subject property (please select all that apply):*
An immediate family member
Tenants
Myself, but not as a primary home
Vacant
Other
Please explain:*
If you are not purchasing this property as your primary residence, please confirm your forwarding address:*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

About Your Purchase Transaction
Will you be requiring financing to complete your purchase (please select all that apply)?*
Mortgage
Secured Line of Credit (to be registered on the new/purchased property)
Private Loan
Bridge Loan
No financing required
Other
(A Bridge Loan is a temporary financing option designed to help you “bridge” the gap between the time your new property is purchased and your existing home is sold. It mainly applies in situation where you are purchasing a new home prior to selling your current home and need to access the equity of the latter to purchase the former).
Please explain:*
Please provide us with the following information for each of the financing options selected above:*
Bank/Lender name:
Mortgage Specialist/Broker name:
Mortgage Specialist/Broker’s Telephone number:
Comments:

Optional
How did you hear about us?
Please explain:
What is your preferred language for all correspondences from our office?
Any special comments regarding our services or your transaction?

Supporting Documentation
Please note that we will require a copy of the following documents as soon as possible to prepare your file. You may bring these with you at the time of your appointment so that we may make a copy for your file. You may also choose to send scanned copies to us by email or fax at (613) 744-3173.
Identification

The front and back of two (2) pieces of identification for every individual to be registered on title of the subject property. Acceptable forms of ID include, in order of preference:

Canadian Passport

Permanent Resident Card

Driver’s Licence

Canadian Birth Certificate

Major Credit Card (must be signed and not expired)

Nexus Card

We require at least one piece of ID with photo. Please note that the provincial health card cannot be accepted at this time.

Other Documents

Your full Agreement of Purchase and Sale. If you do not have the full Agreement with all amendments and Schedules, please ask your agent to forward it to us.

About You

About Your Purchase Transaction

About Your Purchase Transaction

About Your Purchase Transaction

About Your Purchase Transaction

About Your Purchase Transaction

Optional

Supporting Documentation

Let's get to the heart of your deal: