Real Estate Intake

Choose one or more service(s) *

Property Sale
Property Purchase
Property Refinance

Full Legal Name *

Phone Number *

Email Address *

Email

Confirm Email

Mailing Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

First Time Home Buyer? (Please choose one) *

Are you moving into the property? *

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

Occupation *

Social Insurance Number *

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. *

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 a file to this area to upload.

RESIDENTIAL REAL ESTATE TRANSACTION: You have asked us to represent you for your common residential real estate transaction. Taxes and disbursements are not included in the legal fee quoted under the service(s) chosen section above. For more complex residential real estate transactions, 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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GDPR Agreement *

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

Signature - I have read and agreed with all the terms in this contract and I declare that the information entered hereto are accurate - I understand that my lawyer will work based on the documents I provide and if I provide false or fake information or documents, it can affect the results of my file. *

Clear Signature