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29A Elizabeth Street Okotoks, Alberta T1S1A8
info@kkfinancialsolutions.ca
+1 2266006435

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29A Elizabeth Street Okotoks, Alberta T1S1A8
karan@kkfinancialsolutions.ca
+1 226 600 6435

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- Step 1 of 3

Name *

First

Last

Email *

Telephone Number *

Referred By *

Purpose of file *

Purchase
Refinance
Switch

Property tenure *

Owner occupied
Rental

First time home buyer *

Yes
No

Requested rate *

Fixed
Variable

Purchase Price or Estimated Value *

Property Taxes (if refinance) *

Current mortgage balance (if refinance) *

Down payment source *

Own savings
Sale
Gift

Down Payment amount *

5%
10%
15%
20%
More

Income *

Salaried
BFS (Business for self)
Hourly
Commission

Income Amount (Yearly Amount) *

Wage *

Guaranteed hours/week *

Income claimed on tax returns *

Liabilities *

Yes
No

Monthly Payment *

Payment frequency *

Monthly
Bi-weekly
Weekly

Additional Properties Owned

Monthly rental income (if applicable)

Monthly mortgage Payment

Annual property taxes

Monthly Condo fees (if applicable)

ANY ADDITIONAL NOTES