Finevo Lending Group

Know Your Client & Consent

Not all mortgages are designed for the same purpose, and your situation is unique. To help us prepare the most suitable lender, product and term options for you, please complete this form. Fields marked with an asterisk (*) are required.

Your mortgage needs

Purpose of Mortgage Application *

Refinance / Debt ConsolidationPurchase / Pre-approvalRenewal

What type of mortgage are you interested in? *

Fixed RateVariable RateUnsure

Are you currently working with other Lenders, Brokers or Agents? *

Do you, the Co-Borrower or Guarantor hold, or have you ever held, the position of Politically Exposed Person (PEP), Head of International Organization (HIO) or Close Associate; or are you a Family Member of a PEP or HIO? *

Financial overview

Are there any suits or judgements against you, or pending against you? *

Have you ever gone through bankruptcy or a consumer proposal in the last 6 years? *

Are any of your assets presently involved in a marriage or separation agreement? *

Do you own any other properties? (Including jointly) *

Are you the co-signor or guarantor of a loan for someone else? *

Are you the co-signor or guarantor of any leases or contracts? *

Do you currently have Home Insurance? *

Do you currently have Life Insurance? *

Do you currently have Creditor Insurance? *

Do you currently have Disability Insurance? *

Self-assessment

Rate your overall risk tolerance when it comes to mortgage interest rates *

No risk toleranceHigh risk tolerance

How would you rate your knowledge of mortgages?

No knowledgeVery knowledgeable

How familiar are you with mortgage penalty calculations?

Not familiarVery familiar

Client information

Prefilled from your referral — please review and correct anything that has changed.

Applicant first name *Applicant last name *

Address line 1

Address line 2CityProvince

Postal codePrimary phone *Email *

Joint application

Applying with a spouse, partner or co-borrower? Add their details and we'll email them their own secure link to review and sign — they don't need to be with you now.

Is this a joint application? *

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.

Applicant signature *

Draw your signature

Sign above using your mouse or finger

Finevo Lending Agents *

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

Questions? Contact our office at 1-877-355-5750 or email info@finevo.ca. Thank you for your business.