Mortgage Renewal Checklist | What you need to consider

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Congratulations in taking the important step to gaining clarity on empowering yourself to gain the best mortgage to build and protect your wealth.

The checklist is a great start & guide for discussion you will have with The Angela Calla Mortgage Team to get the best mortgage.

Keep your copy on hand & remember you will be asked for an application, credit check, income confirmation, property and profile details for applicable options on your scenario.

Reviewing this Segment on Mortgage Renewals will be helpful https://globalnews.ca/video/10408222/ask-an-expert-demystifying-mortgage-renewals-and-tips-on-how-to-get-a-good-rate

Email *

First Name *

Last Name *

Phone number *

When is your mortgage renewal date *

YYYY

Who is your current mortgage lender *

Are you deferring your property taxes *

Yes

Asses your current lender ( check all that apply) *

I am happy with my current lender

I am NOT happy with my current lender

My lender pro actively reaches out to help me save money based on market & lifestyle

I would value proactive mortgage management moving forward

Saving money, proactive help & unbiased advise is important to me moving forward

Required

Asses your future goals (check all that apply) *

I have debt over 20 k outside my mortgage

I would like to move in the next 1-5 years

I have a cosigner I would like to remove

I need to take out equity for an emergency fund

I need to take out equity to make an RRSP contribution to get a tax refund

I want a Financial Needs Analysis to see what can be done outside by mortgage to benefit my wealth and consent to a introduction

I need money to buy a vehicle or cover a large upcoming expense in upcoming years

I would like to buy a rental property in the next 5 years

I want to pay my mortgage off as fast as possible

I currently have life insurance ( check all that apply) *

Yes

I need to obtain some or get a second opinion on mine

My Life Insurance is SEPERATE from my current mortgage lender, benefits ME & not them

Other:

How do I project my income in future *

I am in stable industry and my income steadily increases

I am at risk of strike with my job

I am self employed and sometimes struggle with cashflow

What would you summarize based on the above on your goals to consider for your mortgage renewal *

I consent to be added to the newsletter list and be reached out to prior to renewal *

Yes

Required

A copy of your responses will be emailed to the address you provided.

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