DEFAULT MORTGAGE AGENT
MY TEMPLATES
Document Packs Templates
A full list of your personal document packs and the documents included in each.
| Pack Name | Documents Required | Description |
|---|---|---|
Basic ID Pack | Government ID – Front,Government ID – Back | Essential identity verification documents required for all mortgage applications. |
Standard Purchase Pack | Government ID – Front,Government ID – Back,Paystub – Most Recent,Paystub – Second Most Recent,T4,T1 General,NOA (Notice of Assessment),Employment Letter,Purchase Agreement (APS),MLS Listing,Bank Statements – 30 Days | Full documentation required for a typical home purchase, including income verification and purchase agreements. |
Refinance Pack | Government ID – Front,Government ID – Back,T1 General,NOA (Notice of Assessment),Property Tax Bill,Current Home Insurance,Bank Statements – 30 Days,Mortgage Statement | Documents needed to process a refinance application, focusing on property details and income verification. |
Self-Employed Pack | Government ID – Front,Government ID – Back,T1 General,NOA (Notice of Assessment),Financial Statements (Year End),Corporate NOA,Corporate Bank Statements,Proof of Business Ownership,Accountant Letter | Specialized document set for self-employed borrowers to verify business ownership and income stability. |
Rental Property Pack | Government ID – Front,Government ID – Back,T1 General,NOA (Notice of Assessment),Property Tax Bill,Bank Statements – 30 Days,Lease Agreement | Required documents for borrowers with rental properties, including lease agreements and income verification. |
Renewal / Switch Pack | Government ID – Front,Government ID – Back,Property Tax Bill,Current Home Insurance,Mortgage Statement | Documentation required when renewing or switching lenders, usually without full income verification. |
HELOC Pack | Government ID – Front,Government ID – Back,T1 General,NOA (Notice of Assessment),Property Tax Bill,Bank Statements – 30 Days,Mortgage Statement | Documents needed for a Home Equity Line of Credit application focused on property equity and verification. |
Pre-Approval Pack | Government ID – Front,Government ID – Back,Paystub – Most Recent,T4,T1 General,NOA (Notice of Assessment),Bank Statements – 30 Days | Documents required to obtain a mortgage pre‑approval prior to an offer being submitted. |
New Construction Pack | Government ID – Front,Government ID – Back,T1 General,NOA (Notice of Assessment),Purchase Agreement (APS),MLS Listing,Bank Statements – 30 Days | Documents required for purchasing pre‑construction or new‑build properties. |
Private Lending Pack | Government ID – Front,Government ID – Back,Property Tax Bill,Appraisal Report,Bank Statements – 60 Days,Mortgage Statement,Credit Report | Documentation for private lending applications, which typically require stronger evidence of equity and repayment ability. |
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