Buyer Intake Form

^{We are happy to help you with your property purchase.}

Step 1 of the Closing Process is completing this form.

^{If you have any questions, please don't hesitate to contact us. We look forward to working with you!}

How were you Referred to us?

Address of the Property you are Buying?

When is the Possession/Key Release Date?

Buyer Information

Please list the contact information for all of the Buyers.

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Company

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Occupation/Position:

Employer Name:

Citizenship:

Canadian, Other (if other then enter citizenship)

Marital Status:

Married

Single

Common-Law

Widow

(Select “Yes" for each Additional Purchasing Party and provide the following information.)

Buyer #2 (List Contact Information if there is a 2nd Buyer)

Yes

Name: Email: Phone Number: Current Address: Occupation/Position: Employer Name: Citizenship:

Canadian, Other (if other then enter citizenship)

Marital Status:

(Married, Single, Common-Law, Widow)

Buyer #3 (List Contact Information if there is a 3rd Buyer)

Yes

Name: Email: Phone Number: Current Address: Occupation/Position: Employer Name: Citizenship:

Canadian, Other (if other then enter citizenship)

Marital Status:

(Married, Single, Common-Law, Widow)

Realtor

Do you have a Realtor?

(if no skip to next section)

Yes

Paying for the Property

What is the total Purchase Price?

the total price that you are paying for your new home

How are you paying for the property?

All Cash

Cash & Mortgage

Are you using the proceeds of the Sale of a Property to pay for your New Property?

Yes

Are you dealing with a Mortgage Broker or directly with a Branch?

Mortgage Broker

Directly with Bank/Lender/Branch

Mortgage Lender Name:

(Eg. TD, RBC, RMG)

Mortgage Agent (Broker/Representative) Name:

Mortgage Agent Email:

Mortgage Agent Phone Number:

Other Information

Will you be in the Edmonton Area prior to the Possession Date?

Yes

How do you intend to pay your municipal property tax payments?

Annually

Monthly to the Municipality

With my Mortgage Payment

I don’t know

Will you or a Relative be living in the Property?

Yes

Are you a Canadian Citizen or Permanent Resident of Canada?

Yes

Are there Tenants Currently in the Property?

Yes

Are you buying a Condo?

Yes

Are you buying a New Home from Builder?

Yes

Do you have any indication that the Seller is not a resident of Canada?

Yes

Is there any other information you think we should know?

ACKNOWLEDGEMENT AND ACCEPTANCE

I acknowledge that I have read and hereby accept the above privacy policy regarding use of my personal information.

Thank you

Thank you so much for completing this form. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

We will be in touch soon. In the meantime, feel free to contact us by email or phone with any questions.

Please click the SUBMIT button below when you have finished answering all questions.