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Refinance Intake

Salutation

Mr.

Mrs.

Ms

Miss

Other

Name(Required)

First Last

E-mail address(Required)

Phone number(Required)

Date of birth(Required)

MM slash DD slash YYYY

Residency(Required)

Canadian

Permanent resident

Other

Citizenship(Required)

Canadian

Other

Occupation(Required)

Employer(Required)

Work address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Home address (A)(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Marital Status(Required)

Married

Single

Common Law

Widowed

Separated

Divorced

If married, is the home (A) mentioned above your matrimonial or family home?(Required)

Yes

No

Spouse's name, if married, common law, or separated

First Last

Property address (B) for mortgage, if different than home address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

If married, is the above property (B) your matrimonial or family home?(Required)

Yes

No

Type of dwelling(Required)

Detached

Semi-detached

Freehold townhome

Condominium townhome

Condominium apartment

Multi-unit

Other

Water/Sewer source on property: Please check all that apply(Required)

Municipal

Sewer

Well

Septic

Holding Tank

Other

Name and contact information for mortgage professional

Closing date of refinance

MM slash DD slash YYYY

Please specify your preferred payment frequency for your new mortgage(Required)

Monthly

Biweekly

Semi-monthly

Weekly

Other

Existing mortgage/line of credit to be paid from refinance proceeds (please provide institutions and account numbers)

Mortgage number

Name of financial institution

How are your property taxes paid?(Required)

By lender

Monthly

By installment

What is your annual property tax amount for this year? Please specify whether interim or final.

How much have you paid towards property taxes for this year?

What is your property tax roll number?(Required)

Will any person be added to or removed from title? Please note that those on title must match those on the mortgage.(Required)

Yes

No

Will the refinance proceeds be paid to more than one bank account?(Required)

Yes

No

Undecided

Other

Would you prefer to sign documents virtually or in person?(Required)

Virtually (if permitted): A Treefort verification process will be sent via email to you prior to closing. MUST be completed within 24 hours of receipt.

In person: We will reach out to schedule your signing appointment when your documents have been prepared.

How were you referred to Masterson Law?(Required)

Comments

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MASTERSON LAW
205-1016B Sutton Drive,
Burlington, ON
L7L 6B8

Phone: 905-633-5800
Fax: 289-348-2769
Email: crys@mastersonlaw.ca

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