Know Your Client

Client Intake Form

Help us understand your financial profile so we can match you with the right mortgage solution. This form takes approximately 5 minutes to complete.

Personal Information

First Name *

Last Name *

Date of Birth *

Email Address *

Phone Number *

Marital Status *

Number of Dependants

Current Address

Street Address *

City *

Province *

Postal Code *

Employment & Income

Employment Status *

Employer / Business Name

Annual Gross Income ($) *

Years at Current Job

Mortgage Details

Mortgage Type *

Property Type *

First Time Buyer? *

Purchase Price / Property Value ($) *

Down Payment / Equity ($) *

Co-Applicant

Do you have a co-applicant? *

Additional Notes

Your information is handled in accordance with our Privacy Policy and applicable privacy legislation including PIPEDA. We may share it with lenders and service providers as part of processing your application. WealthKey Mortgage is licensed by FSRA (Ontario), LIC: #13857.

Know Your Client (KYC) Form — WealthKey Mortgage