Application For Mortgage Transfer

Tell us about you… the more we know the better we can help and advise you!

So your mortgage is coming up for renewal at the end of its term…

This is one of the times where spending a few minutes reviewing your mortgage with our Team, could potentially save you thousands of dollars.

When my clients have their mortgage coming up for renewal my common practice is to ask a few questions to see if you have a need to make any changes or need advice on any upcoming changes you may be making/considering. If for some reason there is merit to make changes then we can do so at this point with little or no cost whatsoever.

Please review the following questions:

Should I take a VRM (Variable Rate Mortgage) or a Fixed Rate Mortgage?
Let’s spend a few minutes reviewing market trends so that you can make an educated decision.

Do you have any unsecured debt that you are paying higher interest rates on (i.e. credit cards, line of credit, auto loan)? This could potentially be added to your mortgage if needed.

Do you have any plans to renovate or improve your property? If so, we may be able to increase your mortgage to cover these costs.

Are your payments ok? Would you like them to be lower/higher?

Do you need a new vehicle? Financing a vehicle with your home equity will most often provide you with a lower rate and lower payments.

In the next 5 years will you need access to home equity for anything? Do you plan to invest, purchase another property, help kids with school, etc.?

Are you considering buying a rental or vacation property? Your current mortgage lender may not provide the product that will allow you to do this with ease and simplicity.

Are you planning to move? If so, the product you choose for your next term can impact your ability to Port your mortgage to another property and may also result in higher costs.

What would you like us to know?

Borrowers - Tell us about yourself

First Name:

Last Name:

Email:

Home Phone:

Cell Phone:

Business Phone:

Date of Birth

Marital Status

Dwelling Status

Contact Preference


Current Address

Country:

Unit Number:

Street Number:

Street Name:

Street Type:

City:

Province:

Postal Code:

State:

Zip Code:

Time at Residence (years/month):


Employment Details - Tell us about what you do

Status:

Company Name:

Job Title:

Job Type:

Time Worked: (years/month):

Annual Income:

Additional Income:

Value of the additional income:

Company Address

Country:

Unit Number:

Street Number:

Street Name:

Street Type:

City:

Province:

Postal Code:

State:

Zip Code:


Referral - Did anyone recommend us to you?

First Name:

Last Name:

Company Name:

Email:

Referral Type:

If you chose "other" please tell us more about the referral…

Do you have any concerns or questions? If so please let us know!

I/We the undersigned, declare the information provided is a true and complete representation. I/We understand that it is being used to determine my/our credit responsibility and to evaluate my/our request for credit. I/We authorize We or their designate to obtain a credit report. I/We acknowledge that the completion of a credit application may take time and it might entail additional credit reports. I/We permit additional credit reports for up to six (6) months from the date signed below. I/We also authorize We to exchange such credit information for the purpose of securing credit with potential mortgage lenders, mortgage insurers or other service providers. We may retain the application and credit information.

I accept the above terms:

We will keep in touch via electronic messaging during your transaction as permitted by the legislation! We also occasionally communicates with our database via electronic messages. I/We wish to be kept informed and consent to the receiving of these informative communications for the term of my/our mortgage. I/We can unsubscribe at any time.

I accept the above terms:

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morrison-7-steps-to-an-ideal-mortgage7 Steps to an Ideal Mortgage.

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Education Centre

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Mortgages do not have to be difficult. We believe the more knowledge you have the better decision you can make. We want to learn as much as we can about you so we can give you the best advice.

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Success Stories

Russ and the Morrison Mortgage Team have been able to find a way to meet all of our mortgage needs over the years, no matter how unconventional our situation was at times.

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Buying a Home

Buying a home is an exciting time. We are here to make is as enjoyable and pleasant as it can be. So what do you need to know when buying a home?

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Selling & Buying

Since you’re selling your home, it’s highly likely that you will have some home equity to take advantage of. This means you can pay off high-interest credit cards, car loans, and lines of credits.

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Refinancing

Some homeowners think that the word re-finance is a bad one, but it’s not! Taking advantage of home equity and low mortgage rates is easier, and more common than you think.

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Mortgage Transfer

The mortgage industry is constantly changing. When your mortgage comes up for renewal, STOP! Don’t just sign on the dotted line like more than 30% of homeowners do.

> Read More

Testimonials

"Russ got done what other brokers could not. Hard working and always looking out for your best interests."
Leida H.
"They will write songs about how excellent his service is. They won't be very good songs but they will be written. Russ and his team are the only way to go when you need a mortgage. Going by yourself to a bank is a limiting exercise by nature, Russ will shop and get you a far superior product for less cost, and he does all the leg work. One credit app, one time. Mortgage broker services are the ultimate "no brainer". I have used Russ three times now, twice for home purchase and once for a re-finance, I could not be happier."
Chris S.
"Russ and the Morrison Mortgage Team have been able to find a way to meet all of our mortgage needs over the years, no matter how unconventional our situation was at times. They are dependable, knowledgeable and very proficient. I highly recommend the Invis Morrison Mortgage Team!"
Betty & Cesar O.
"Russ has been fantastic to work with from our very first meeting. He always answered all of our questions promptly and explained the (often confusing) mortgage process in terms that we could easily understand. Any complications that arose were quickly resolved and Russ took the stress out of the process for us.  We absolutely recommend Russ Morrison and Invis to anyone needing mortgage assistance!"
Brenda E.
"We met with Russ over 2 years ago when we were exploring the idea of purchasing a new home. We left that initial meeting with a ton of useful and insightful information, and throughout the year, we were kept informed with things happening in the market. We appreciated the approach and even though we weren't ready to purchase at the time, we felt confident in Russ and that he had our best interests at heart to ensure we made the most informed decision.
We recently made our purchase and have been extremely grateful and appreciate of Russ and his team's support through the process. A great experience and would highly recommend Russ and his team!"
Sheila & Jose G.
"We have worked with Russ over the past 5 years & have been thrilled - both in looking after our mortgage needs as well as giving wise advice during that time. He is extremely accessible, very friendly, and most of all, incredibly competent. We have recommended him to several of our friends and they have all been thrilled with his services."
Brian & Connie C.

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