Finevo Lending Group · Powered by Dominion Lending Centres

Client Disclosure & Consent

Welcome, Jordan. Your WFG advisor referred you to Finevo. The name and address information below was taken from the original referral — please discuss any changes with your Finevo Lending Agent, who will update your application.

You are the Primary Applicant. A co-applicant, if any, receives a separate form.

Your referring agent

Taylor Brooks

WFG · Code WFG-4471

Finevo Sales Rep

Sarah Mitchell

Finevo Sales Representative

Applicant name: Jordan Avery
Applicant email: jordan.avery@example.com
Applicant phone: +1 (403) 555-0199
Address: 118 Riverside Crescent SW, Calgary, Alberta T2S 1M9
Purpose of mortgage application: Purchase / pre-approval

Disclosure and Consent

Finevo Lending Group Ltd. (FINEVO) collects personal information in this application process. Personal information such as your age, marital status, employment history, income, social insurance number, credit history, home address, email address, and home telephone number, and any process information that identifies you. FINEVO requires your personal information in order to establish your identity, communicate with you, understand and assess your eligibility for products and services, to administer and collect your accounts, to carry on business with you, and to comply with the law.

You hereby authorize FINEVO to request information from time to time and when necessary from any credit bureau, from any person authorized by law, from any person mentioned in the credit reports obtained, and from any financial institution and authorize said persons to provide the information requested. Any file will be kept in the appropriate department of FINEVO or its affiliates. Upon written request delivered to FINEVO, you will be allowed to consult the information, which may be accessed by law, and you may obtain a copy of such information. By providing your email address, you consent to receive email marketing communications from FINEVO regarding FINEVO products, services, and events and understand that you can unsubscribe at any time.

I/we have read and agree to the Disclosure and Consent above, consent to the collection, use and disclosure of my/our personal information.

Milestone updates are sent automatically by both email and text. You can change how you receive them anytime from your mortgage dashboard.

Draw your signature

Sign above using your mouse or finger

Typed legal name

Typing your name constitutes a legally binding electronic signature.

By signing, you acknowledge the date and time of signing will be recorded along with your IP address and browser/device information for verification.

Prefer to sign later? Email yourself a secure link to complete this form anytime.