Investment Property Purchase Checklist

When considering an appointment for your investment property purchase, please be advised that the following items and documents will be required.  If you have this ready beforehand, your approval will be processed as quickly as possible!

As always, if you have any questions, why not call one of our mortgage brokers today at 403-245-3636 to get the best advice for your mortgage!

 Offer to Purchase  a) Signed by all parties
 b) Copy of cheque deposit
 MLS Listing or FSBO website listing
 Income Confirmation – Employee
      1. Salaried employee  a) 2 recent pay stubs
 b) Letter of employment
     i.  On Company Letterhead
     ii. Position/Length
     iii. Income – salaried or hourly
      2. Self-employed  a) Notice of Assessment ( 2 previous years )
 b) T1 Generals ( 2 previous years )
 c) Financial Statements ( 2 previous years, if applicable )
 Downpayment  a) 90 day history of funds
 b) Electronic or paper statement
 Recent Mortgage Statement(s)  a) Principle home
 b) Other rental properties
c) City tax assessments