Purchase with Sale

Congratulations on your recent purchase and sale of property !

We would be pleased to assist you with both of these transactions. In order to start the file, please provide the following information:

Purchase File Information

1

Please provide the full legal names, occupations, work addresses, work phone numbers and name of employer of everyone that will be an owner of the property (please ensure that the names are as they appear on your driver's license or passport). If you have a guarantor/co-signor who will execute the Mortgage documentation, please do not list them in this section 1 as they will not be registered on title as an "owner" of the property.

1st Owner    
First name  
Middle name  
Sur name  
Occupation/Job TItle  
Work address  
Work phone  
Name of Employer  
   
   
2nd owner    
First name  
Middle Name  
Sur name  
Occupation/Job Title  
Work address  
Work phone  
Name of Employer  
     
     
3rd owner    
First Name  
Middle Name  
Surname  
Occupation/Job Title  
Work address  
Work phone  
Name of Employer  
     
     
Additional owners
2

If you are not purchasing this property with your spouse or common-law partner, then please complete the sections below. This information is required as some lenders require Spousal Consent. If you do not have a spouse or common-law partner then proceed to question 3.
First name  
Middle name  
Sur name  
Occupation/Job TItle  
Work address  
Work phone  
Name of Employer  
3 If there is more than one person becoming the owner, would you like to be registered as Joint Tenants or Tenants in Common? (The major difference is under Joint Tenants, if one of you were to pass away, the property would transfer to the survivor. Under Tenants in Common there is no right of survivorship and the property would be handled as per the terms of your will);
4 Is there any person who is going to be registered as an owner of the property (as listed in Question 1) who is a first time buyer? If yes, we will email you another page with additional information to be completed.
5 What is the address of the property you are purchasing?
6 Will this be your primary residence? If not, please confirm your current mailing address.
7 When is your completion date?
8 Will you be out of town prior to and during the closing of this transaction? If Yes, we will need to make alternative arrangements for signing the documents.
9 What is the purchase price?
10 Will there be a mortgage on this property? If yes, which financial institution will your mortgage be with?
11 Will you have a guarantor or co-signor on your mortgage? If Yes, please include the full legal names of the guarantors or co-signors (please ensure that the names are as they appear on his/her driver's license or passport). Please also provide their job titles/occupation and their work address and work phone number. The guarantor/co-signor who will execute the Mortgage documentation will not be registered on title as an "owner" of the property (those persons are listed in Question 1).
12 Is the property a detached house or a strata lot? If the property is a detached house, please continue to 13a and 13b. If the property is a strata lot, please continue to 14.
13a Property is Detached House: Do you have a copy of the survey certificate? (A survey certificate is a drawing that shows where the house sits within the property lines). If so, can you please fax the survey to our office at 604-527-8976 for review.
13b Property is a Detached House: Please confirm the name of your house/fire insurance agent and their contact information.
14 Property is a Strata Lot: Who is the strata or property management company? If it is self managed, please provide the contact person's name and phone number.
15 Is the property new construction? If Yes, please indicate the name of the development or the name of the developer of the property.
16a Do you have a realtor assisting you with your purchase? If yes, please provide the realtor's name and contact information.
16b Have you executed the final Addendum to the Contract of Purchase and Sale in order to remove all the subjects set out in the Contract (i.e. such as financing clause or inspection reports)? If No, please indicate the date as indicated in your Contract for the removal of these final subjects.
17a Do you have a mortgage broker assisting you with the financing for this transaction? If yes, please provide the mortgage broker's name and contact information. If no, please complete question 17b.
17b If you do not have a mortgage broker assisting you, please provide the name and contact information for the bank representative that you are dealing with.

Sale File Information

18 What is the address of the property you are selling?
19 Does everyone on title reside at the property? If no, please provide the names and addresses below.
20 Is this sale connected to a separation or divorce?
21 Is there anyone on title who is a non-resident of Canada under the Income Tax Act who will require a Clearance Certificate from Revenue Canada. If YES, we will contact you for further information.
22 When is your completion date?
23 Will you be out of town prior to and during the closing of this transaction? If Yes, we will need to make alternative arrangements for signing the documents.
24 Is the property a detached house or strata lot? If the property is a detached house, please continue to 24a. If the property is a strata lot, please continue to 24b.
24a Property is Detached House: Do you have a copy of the survey certificate? (A survey certificate is a drawing that shows where the house sits within the property lines)
24b Property is a Strata Lot: Who is the strata or property management company? If it is self managed, please provide the contact person's name and phone number
25 Is there a mortgage on the property? If yes, which financial institution is your mortgage with and what is the mortgage/reference number?
26 What is your forwarding address?
27a Do you have a realtor assisting you with your sale? If yes, please provide the realtor's name and contact information.
27b Have you executed the final Addendum to the Contract of Purchase and Sale in order to remove all the subjects set out in the Contract (i.e. such as financing clause or inspection reports)? If No, please indicate the date as indicated in your Contract for the removal of these final subjects.
28 How did you find out about our office?
29 Any additional comments?
Don't forget, we may need your name and contact information in order to contact you for additional information.
My name:
Phone number:
Email:
Security Question

Should you have any questions, please do not hesitate to contact the client service team at
604-527-4242.

Thank you.