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The Personal Financial Counseling Form Allows Us To Determine What The Best Home Loan Options Are For You!

We will review your Personal Financial Counseling Form information and, with your input as to the maximum you want to pay monthly for mortgage payments, realty taxes and utilities, will design the right mortgage to fit your personal needs and comfort zone.

Note... the mortgage amount that you will determine after this analysis may NOT be as large as the amount the bank is willing to lend you. Often buyers are uncomfortable taking on too large a debt and their monthly payment 'comfort zone' turns out to be much less that originally proposed by a typical bank. Other buyers however may want/need to take as much mortgage as the bank is willing to give them. There is no right or wrong... just whatever works best for you!

Please fill in the following details and send us your Personal Financial Counseling form. As part of the home buying process, it is critical that you know exactly how much you can afford for your mortgage financing.

If you were referred to us, please let us know their name so we can thank them.

Referred By:

Applicant's Name:

Applicant's Email :

Applicant's Home Phone:

Applicant's Work Phone

Applicant's Occupation

Years There (Applicant)

Applicant's Annual Income

TOTAL Combined Annual Income

Co-Applicant's Name

Co-Applicant's Work Phone

Co-Applicant's Occupation

Years There (Co-Applicant)

Co-Applicant's Annual Income

Total Down Payment Available Right Now

Cash in Bank

Current RRSP balance

Balance Held in GIC's

Current Stock Value

Automobile Value (If Owned)

TOTAL Assets

Automobile Loans - Balance Owing

Automobile Loans - Monthly Payment

Current Bank Loan Balance

Current Bank Loan - Monthly Payment

Line of Credit - Balance Owing

Line of Credit - Monthly Payment

Credit Card #1 - Current Balance

Credit Card #1 - Monthly Payment

Credit Card #2 - Current Balance

Credit Card #2 - Monthly Payment

TOTAL Liabilities

Additional Information

We'll be in touch with you shortly.

Thanks very much for taking the time to fill in your Personal Financial Counseling form. 

Your Real Estate Professionals For Life

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Keller Williams Referred Realty Inc
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156 Duncan Mill Road, Unit 1, Toronto, Ontario M3B 3N2

Phone: 416-445-8855  Fax: 1-866-204-1993
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