The following forms are documents that all clients of First Foundation must complete. For your convenience, you are able to download them and fill them out before your initial meeting with one of our associates.
- Appraisal Agreement
- Privacy Agreement
- Privacy Policy (the Privacy Policy is a form for you to keep for your records)
- Life Insurance Application / Waiver
- Required Document Checklist (a checklist of the typical documents that you will need to provide to support your mortgage application)
These documents are forms that you may need. Please don’t hesitate to ask one of our associates if you’re not sure whether they apply to you or not.
- Gift Letter (if your down payment is coming from funds gifted to you)
- Merix Financial Pre-Authorized Debit (PAD) Form (if you are doing a Smith Manoeuvre)
- Client Feedback Sheet (please let us know how we did!)
For a more complete list of the documents you may need to provide a mortgage broker for an unconditional approval, we have compiled a list of common condition documents.
If you have any questions about any of the documents above, or would like clarification about anything, please contact us today! Or, if you’d like to apply for a mortgage online, please visit our online mortgage application.