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intake


Purchase Info Intake Form- enter the information below and submit the form. After you've completed the form but before clicking submit, you may want to print the form out.

Basic Information

Date:
Name:
Closing Date:


Purchaser Information: Enter information for up to two people. Title must be in the same names as shown in the mortgage application.

Buyer 1:

First time buyer? Yes   No  

Title in the name of (Last/First/Middle name, no initials):


Date of birth:


Phone Number:


Buyer 2:

First time buyer? Yes   No  

Title in the name of (Last/First/Middle name, no initials):


Date of birth:


Phone Number:


Spousal Status: Single   Married

Hold title as: Joint Tenants   Tenants in Common   Registered Owner  

Address for service (if different than property address):


Mortgage Information

Mortgagee:


Address:


Branch/Contact Person:


Contact person phone number:


Property Information:

Is this a rental property? Yes   No  
Survey available? Yes   No   If yes, please fax a copy to our office ASAP.
How is the property heated? Oil   Gas   Other  

Is the property a condominium? Yes   No  

If property is a condominium, which utilities are paid by the condominium corporation? Gas Hydro Water None

Insurance:

We recommend that you obtain fire insurance on the property effective the date of closing and have the insurance agent show loss payable to the mortgagee. Please have the insurance agent fax an insurance binder to our office prior to closing.

Name of Insurance Broker:


Phone number:


We require insurance on your new home in order to close your deal. Would you like Delaney's Law Firm to forward your information to RIO Insurance for a no-obligation quote? They will keep the information confidential and it will not be re-transmitted without your approval. If you click "yes" someone will contact you by email to get the process started!

I would like someone from RIO Insurance to contact me:   Yes   No

Wills

Now is a good time to have your Will drafted. The cost is $350.00 plus HST (a $50 discount from our regular rate) for an individual, or $500.00 for a couple. That price includes two Powers of Attorney and the necessary Affidavit of Execution.

Please contact me to have my Will prepared:

Yes   No  

I would like my final Documentation by e-mail: Yes   No  
My e-mail address: