Canadian Pre-Approval Document Checklist

To complete the pre-qualification process, please review each line item in the Canadian Document Checklist and submit the applicable documents to your Mortgage Loan Originator.

Canadian Document Checklist

Get pre-qualified. Complete a loan application online.

Please Note:
When completing the application online, enter any 6 digits into the zip code field. The zip code field will not recognize a Canadian zip code.  Then, please type your zip code at the end of your address.

Standard Loan Application Documentation (as applicable)

  • Two forms of government-issued id (driver’s license, passport, social security card, etc.)
  • Two years most recently-filed T-4s
  • Two years most recently-filed tax returns (federal)
  • Current pay stubs to cover the most recent 30-day period
  • Additional income source documentation: social security, pension, interest/dividend, child support, alimony, etc.
  • If divorced, please provide all pages of the recorded divorce decree
  • Current/Previous landlord contact information
  • Mortgage statements for all financed properties owned
  • If taxes and insurance for properties owned are not impounded, please provide copy of tax and insurance bill(s)
  • Rental agreements for investment properties not listed on tax return
  • Two months most recent and consecutive bank statements (all pages)
  • Two months most recent and consecutive statements for all other asset accounts, i.e. brokerage, stocks, bonds, 401K, IRA, miscellaneous retirement accounts, etc. (all pages)

**Please identify from which account(s) your down payment will be drawn.

If you are self-employed: (as applicable)

  • Two years most recently-filed corporate, partnership or business tax returns for all businesses in which you hold more than 25% ownership interest
  • Year-to-date profit and loss statement and balance sheet for all businesses owned
  • Current business license or letter from accountant to validate minimum 2 years self-employment