Tips and Checklists

Wherever you are in the process of buying a home or investment property, these handy tips and checklists can help.

You'll need Windows Adobe Acrobat to use some of these files.

What to take to your meeting with your Mortgage Choice Broker (PDF)
In order to get a clear picture of your financial situation and to process your loan application there is certain documentation that we see. Getting it all together in advance will save time and hassle.

Refinancing Checklist (PDF)
This self-assessment tool helps you make an informed decision on the question: does your current home loan still suit your present and future needs?

Broker Suitability Checklist (PDF)
This helps you select a reputable broker by outlining key areas potential borrowers should look at to determine if a broker is honest and professional.