Real Estate Intake

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Choose one or more service(s)

Property Sale
Property Purchase
Property Refinance

Full Legal Name

Phone Number

Email Address

Confirm Email

Mailing Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Employer Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Employer Phone Number

Occupation

Equity due

Client identification and verification: Please upload TWO pieces of government-issued ID. One must be a picture ID. You must upload both FRONT and BACK.

Click or drag files to this area to upload. You can upload up to 10 files.

Please upload a VOID Cheque OR Pre-Authorized Debit (PAD) form (will be used to deposit any sale proceeds OR left over funds from your transaction)

Click or drag files to this area to upload. You can upload up to 10 files.

You have asked us to represent you for your real estate transaction. For more complex transactions, including, but not limited to, commercial real estate transactions, and residential real estate transactions with more than one mortgage, or with private lenders, our fee may vary. Our fee may also vary due to unforeseen circumstances arising from the conduct of any third party involved in the transaction.

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I consent to having this website store my submitted information so they can respond to my inquiry.

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Choose one or more service(s) *

Property Sale Property Purchase Property Refinance

Full Legal Name

Phone Number

Email Address

Mailing Address

City

State / Province / Region

Postal Code

Country

Employer Address

City

State / Province / Region

Postal Code

Country

Employer Phone Number

Occupation

Social Insurance Number

Are you a Canadian citizen or Permanent Resident? (Please choose one)

Are you a First Time Home Buyer? (Please choose one)

Are you moving into the property within 92 days of completion? (Please choose one)

Have you EITHER lived in B.C. for at least a year immediately before your completion date OR filed at least 2 income tax returns as a B.C. resident in the last 6 taxation years immediately before your completion date? (Please choose one)

Are you a Canadian resident (ie. do you file/pay income tax in Canada?) (Please choose one)

Mortgage Lender/Bank (If none, type N/A)

Current Mortgage Lender/Bank AND Number (If none, type N/A)

Current Home Equity Line of Credit (HELOC) Lender/Bank AND Number (If none, type N/A)

Name of Strata Property Insurance Company OR Detached Home Insurance Agent Contact

Source of Funds (Please choose one)

Explanation of source of funds

How did you hear about us?

If other, please specify

Client identification and verification: Please upload TWO pieces of government-issued ID. One must be a picture ID. You must upload both FRONT and BACK.

Please upload a VOID Cheque OR Pre-Authorized Debit (PAD) form (will be used to deposit any sale proceeds OR left over funds from your transaction)

GDPR Agreement

I consent to having this website store my information so they can respond to my inquiry.

Your Real Estate Transaction: You have asked us to represent you for your real estate transaction. For more complex transactions, including, but not limited to, commercial real estate transactions, and residential real estate transactions with more than one mortgage, or with private lenders, our fee may vary. Our fee may also vary due to unforeseen circumstances arising from the conduct of any third party involved in the transaction.

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