The Mortgage Process

Canada's Mortgage Experts

What to bring to your in-office pre-approval meeting

We want you to be ready for the pre-approval process and being prepared will help. For your meeting, you should plan to bring the following:

• Current employment information (e.g. Employer's address, telephone number)
• Previous employment information (if current employment is less than 3 years)
• Sources of verifiable income (e.g. Pay stub, employment letter, bank statement confirming direct deposit, investment statement)
• If self-employed, the last 2 years Notice of Assessments from your Income Tax return
• Value of properties, automobiles, investments, and savings
• Most recent statements for mortgages, loans and lines of credit, credit cards
• Estimated value of your home
• Housing expenses (e.g. Property tax, annual condo fee, heating costs)
• Financial information for your co-borrower, if applicable
• Social Insurance Number
• Two pieces of government I.D (e.g. Driver’s license, passport, citizenship ***NOT Healthcard***)

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