Mortgage Checklist

Mortgage Checklist Tool

Hero Capital is able to help good credit clients with all of your Pre-Approval, Home Purchase, Renewal / Transfer and Refinancing needs.

Depending on what we are helping you with (purchase / refinance / renewal), we may require all or some (but most of) the following documentation to complete your mortgage:

Purchase Agreement
MLS Listing
Copy of Signed Mortgage Approval
Copy of Insurance Application Waiver (MPP). Mortgage Insurance
Copy of Signed Mortgage Borrower Disclosure
Gift Letter with Associated Bank Statement. Why Down Payment Matters
Proof of Down Payment via bank / investment statement for 90days prior to closing
Lawyer Information (Including the firm and solicitor’s name, address, phone and fax)
Job Letter and Current Paystub. Why Income Matters
Notice of Assessment (NOA) for the last two years
Home Appraisal. True North Mortgage Appraisal Policy
Copy of a VOID Cheque
Copy of your Home Insurance Policy
Copy of the Renewal Notice from your current lender. Renewals and Transfers
Driver’s License or other Government issued Photo ID