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Client Agreement.

You will need to provide us with your written authorization to work as your broker. This allows us to
access your credit bureau and submit your personal information to potential lenders.

Click here to download the Client Agreement.

Mortgage Application.

I offer a convenient Online Application tool on the home page of this web-site. If you prefer to fill out
an application by hand, please print off this blank copy

Click here to download the Mortgage Application.

Mortgage Checklist.

Make a record of the details of your new mortgage.

Click here to download the Mortgage Checklist.

Deposit Gift Letter.

If you are being ‘gifted’ a deposit for your new home; the bank will require a signed declaration.

Click here to download the Gift Letter.

Pre Authorized Payments.

Generally your lender will require you to provide an account in order for them to automatically withdrawl payments.
Get a jump start on your paper-work and fill out this handy form.

Click here to download the Withdrawl form.

Life Insurance Quick Calculator.

To get a basic idea of life insurance costs for your mortgage you can download this excel file.
These are for estimates only. Providers may change over time.

Click here to download the Insurance Calculator.

Home Buyers Check List.

Print a few copies of this checklist and take them with you when you view potential new homes. The checklist
makes it easier to remember little details when you sit down to compare the various properties you’ve seen.

Click here to download the Buyers Checklist.

First Time Home Buyers Tax Credits.

This is not a form; But a worthwhile read for First Time Buyers. Find out how you can save $750 -Federally-.

Click here to download the (HBTC).

2012 First Time Home Buyers Fact Sheet.

This is not a form; But a worthwhile read as it pertains to the new B.C. Government $10,000 income tax bonus.
The most important criteria is to note it applies only to NEW HOME PURCHASES.

Click here to download the Bonus information.

Moving Checklist.

It’s far to easy to forget something important in the haste of moving. Why not do yourself a favour and
download a simple reminder checklist.

Click here to download the Moving Checklist.

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