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Internal Application Form

An application for one or two applicants that captures employment, income, tax history and credit background alongside available down payment funds, the target purchase area and the referral source. Advisors receive everything needed to assess affordability in a single submission.

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Page 1

Applicant 1 – First name*

Applicant 1 – Last name*

Applicant 1 – Email*

Applicant 1 – Phone*

Page 2

Applicant 1 – Employer

Applicant 1 – Job title

Applicant 1 – Length of employment

Applicant 1 – Type of income

Applicant 1 – Annual salary or hourly rate

Applicant 1 – Prior year income tax return

Page 3

Applicant 1 – Describe your current credit situation and any accounts in collections

Applicant 1 – Have you ever filed for bankruptcy or a consumer proposal?

Page 4

Is there a second applicant?*

Yes No

What is your relationship to applicant 2 and for how long?

Page 5

Applicant 2 – First name

Applicant 2 – Last name

Applicant 2 – Email

Applicant 2 – Phone

Applicant 2 – Employer

Applicant 2 – Job title

Applicant 2 – Length of employment

Applicant 2 – Type of income

Applicant 2 – Annual salary or hourly rate

Applicant 2 – Prior year income tax return

Applicant 2 – Have you ever filed for bankruptcy or a consumer proposal?

Applicant 2 – Describe your current credit situation and any accounts in collections

Page 6

Cash available for the down payment

Is any part of the down payment a gift? State the amount

Monthly budget for the home

City or town where you want to buy

Price range for the future home

Are you first-time homebuyers?

Yes No

Current rent payment

Are there children involved?

Yes No

Details about the children

Reason for moving

Page 7

How did they hear about us?

Source of the referral*

A realtor Friends or family Online search Social media A past client Another source

Realtor's email

Realtor's first name

Realtor's last name

Realtor's phone number

Referrer's first name

Referrer's last name

Referrer's email

Referrer's phone number

Additional call notes

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