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Let's Plan Your First Home
Your Information
First name
*
Last name
*
Email
*
Phone
*
Your Home Buying Plans
When do you plan on purchasing your first home?
*
As soon as possible
Within 3 months
Within 3-6 months
More than 6 months
Not sure yet
Have you sought out mortgage advice before?
*
No, this is my first time
Yes, I've spoken with other mortgage professionals
Yes, I've received a pre-approval
Other
Do you intend to add someone else to the mortgage?
*
No, just me
Yes, a spouse or partner
Yes, a family member
Yes, someone else
Employment & Income
What is your employment status?
*
Employed (full-time employee)
Self-employed
Seasonal or Contract
Other
How long have you been at your current job or business?
*
Less than 1 year
1-2 years
2+ years
What is your approximate annual income?
*
Under $40,000
$40,000-$60,000
$60,000-$80,000
$80,000-$100,000
Over $100,000
If someone else is applying with you, what is their approximate annual income?
*
Under $40,000
$40,000-$60,000
$60,000-$80,000
$80,000-$100,000
Over $100,000
Not Applicable
Savings & Down Payment
Do you have your own savings towards your first home?
*
Under $5,000
$5,000-$10,000
$10,000-$20,000
$20,000-$30,000
$30,000+
No savings yet
Do you have plans for your down payment?
*
Personal Savings
First-Home Savings Account (FHSA)
PEI Down Payment Assistance Program
Gifted Down Payment
Not Sure Yet
Is there anything else you would like us to know?
Submit
Home
Individual Services
Private Wealth EXperts
Life Insurance EXperts
Final Expense Quote
Get a quote
Mortgage EXperts
Low Rate Mortgage Options
Quick Mortgage Quote
Apply Now
Mortgage Affordability Calculator
Former Employer Pension EXperts
Business Services
Corporate Life Insurance EXperts
About Us
Team
Contact Us
Licensing & Compliance
Privacy Policy
Terms of Use
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