Client intake

Refinance and title change intake

This opens a refinance, a new mortgage on a property you already own, or a change to who is on title. It asks for the property, the registered owners, the existing mortgage and the new one. Your answers are kept on this device until you send them, so you can stop and come back.

8 sections. Your answers are kept on this device until you send them or clear them. Nothing leaves it until you press send.

Not this one? Back to the start

Company website

1 The property
2 The registered owners
3 The change to title
4 The existing mortgage
5 The new mortgage
6 The strata corporation
7 Property insurance
8 Reaching you

The property

Closing date

The date your lender is working to, if there is one yet.

Street address of the property

City

Postal code

The property is

A strata lot: condo, townhouse, or similarA detached house, or bare landSomething else

What is happening?

Replacing the mortgage with a new oneAdding a mortgage or line of creditPaying a mortgage off, nothing newAdding someone to title, or taking someone offMore than one of these

The registered owners

Everyone currently on title. The first owner is you, or the person we should deal with.

How many people are on title now?

One ownerTwo ownersThree owners

Owner 1

Fill in as many as apply and leave the rest blank.

First name

Full legal names, exactly as they appear on government identification. No initials.

Middle name

Last name

Phone

Date of birth

Owner 2

First name

Full legal names, exactly as they appear on government identification. No initials.

Middle name

Last name

Phone

Date of birth

Owner 3

First name

Full legal names, exactly as they appear on government identification. No initials.

Middle name

Last name

Phone

Date of birth

Answer this section if someone is being added to or removed from title.

The change to title

A transfer between family members, or between spouses on separation, still goes through the Land Title Office and still raises property transfer tax unless an exemption applies. The lender has to agree to anyone coming off a mortgage.

Who is coming on or off title, and why

Full legal names and the reason: a gift, a separation, an estate, adding a spouse, and so on.

Is there a separation agreement or court order behind this?

YesNoI am not sure

Answer this section if there is a mortgage on the property now.

The existing mortgage

Is there a mortgage on the property that will be paid out?

YesNoI am not sure

Only if it applies to you.

Current lender

Only if it applies to you.

Branch, if you know it

Only if it applies to you.

Mortgage or loan reference number

On your mortgage statement. It is what the lender needs to issue a payout statement.

Only if it applies to you.

Approximate balance outstanding

A round figure is fine.

Anything else registered against the title

A second mortgage, a secured line of credit, or a charge a previous lender never discharged. Leave it blank if there is nothing you know of.

Answer this section if a new mortgage or line of credit is going on.

The new mortgage

New lender

Approximate amount of the new mortgage

A round figure is fine, if you know it yet.

Mortgage broker or banker

Their phone

Their email

Ask your broker or banker to send the mortgage instructions to us as early as they can. Nothing can be prepared for signing until they arrive.

Does the new mortgage need a guarantor?

YesNoI am not sure

Only if it applies to you.

The guarantor's full name

A guarantor needs independent legal advice from a different lawyer before signing.

Answer this section if the property is a strata lot.

The strata corporation

Strata management company

Their phone

Answer this section if the property is a house or land rather than a strata lot.

Property insurance

A new lender needs insurance in place naming it before it advances funds.

Insurance company

Agent or broker

Their phone

Reaching you

How you would rather be contacted, who to thank for sending you, and anything the questions above did not cover.

How would you rather be contacted?

PhoneEmailEither

How did you hear about the firm?

My realtorMy mortgage brokerAnother lawyer or a notaryA friend, family member or former clientGoogle or another searchSocial mediaI am a returning clientSomewhere else

Only if it applies to you.

Who should we thank?

Optional, and the only reason we ask is so we can.

Anything else we should know

Anything a lawyer opening this file would want to know today. A deadline, a complication, something that worries you.

Before you send it

I confirm that what I have entered is accurate as far as I know, and I understand that the firm will use it to open my file, run the conflict and identification checks the Law Society requires, and contact me to proceed. Submitting this does not by itself create a solicitor-client relationship, and nothing here is legal advice.

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What happens to what you send

This is a client intake. What you enter goes to the firm to run the conflict check, open your file, and complete the client identification the Law Society requires. It is not used for anything else and it is not sold or shared.
Identification documents are checked in person. Nothing on this site takes uploads, document numbers or money, and we never ask for banking details by email.
Sending your file does not by itself create a solicitor-client relationship. The firm confirms in writing that it can act, and what it will cost, before any work starts. Nothing here is legal advice.
If you would rather not put something in writing yet, leave it out and say so when we speak.