Questionnaire Your Mortgage Questions Question * Email Address * 1. Rate your level of mortgage knowledge. NoneA bitAbove averageHigh 2. How many people on the mortgage? 3. First names of all applicants. 4. Are all applicants 18 years of age or older? YesNo If No – thank you come back when you are 5. Are all applicants Canadian Citizens? YesNo 5a. If No... ---Permanent ResidentLanded ImmigrantNo status 6. Are any applicants Native Status? YesNo 7. Do you currently live in Canada? YesNo 7a. If Yes - 7b. If No - Where do you live? Less then a year1-2 years2-5 years5+ years 8. Are any applicants First Time Home Buyer? YesNo 8a. If No - Do you currently own? YesNo Are you planning to sell before purchasing? YesNo 9. Where would you like to purchase? 10. What is the purpose of your purchase? To liveTo rentTo live with a rental unitSecond home 11. Type of property. Select all that apply. HouseCondoMultiplexSecond home 12. What is the approximate purchase price you are considering? 13. How much is your down payment? 14. Where are the down payment funds coming from? Select all that apply Own savings and investmentsGiftSale of property 15. When would you like to purchase? 1-3mos4-6mos7-12mos1+ years 16. How long have you resided at your current residence? under 1yr2yrs3+yrs 17. Are you...? singlemarriedcommon lawseparateddivorcedwidowed 18. How many people in your household? 19. Do you have any dependents? YesNo 19a. If Yes.. PreschoolElementaryHigh school,UniversitySenior citizen 20. Will the number of people in the home change in the next 5yrs? Ie: off to college? New baby? Merging families? YesNoMaybe 20a. If Yes or Maybe, please specify... 21. Type of employment for all applicants. Select all that apply. Full timePart timeContractSeasonalSelf employed 22. Type of income for all applicants. Select all that apply. SalariedHourlyCommissionBonusesPensionOther 23. For all applicants – current position has been held for. Select all that apply. Applicant 1: Over 3 yrsUnder 3 yrs Applicant 2 (if it applies): Over 3 yrsUnder 3 yrs Applicant 3 (if it applies): Over 3 yrsUnder 3 yrs Applicant 4 (if it applies): Over 3 yrsUnder 3 yrs 24. Is there any possibility of a change in employment soon? Ie relocation? Raise? Promotion? Parental leave? New job? YesNo If Yes.. 25. Has any applicant had previous credit issues? Bankruptcy, consumer proposal, late payments? YesNo If Yes.. 26. What is your investment personality? I am RiskyMed to High RiskMed RiskLow to Med RiskI don’t like Risk 27. What is your budgeting style? Strict budgetFlexible budgetWhat budget?
