Start Your Online Mortgage Application.
Get Pre-Approved
This is not a full mortgage application and does not affect your credit score.
Mortgage Intake Assistant
🔒 Your information is encrypted and kept private. This intake is used only to review your mortgage request and prepare for the next step. It does not create a mortgage approval, commitment, or hard credit pull.
By clicking submit, you agree to our Privacy Policy and Terms & Conditions.
- Fast follow-up after submission
- Access to banks, credit unions, B-lenders & private lenders
- Clear guidance before full documents are requested
What Happens After You Apply?
Submit Your Mortgage Request
Fill out the short form in about 2 to 5 minutes. No hard credit check is triggered.
Terry Reviews Your Details
Terry reviews your goals, property details, income picture, and mortgage situation.
Quick Call
Terry follows up to confirm the details and explain the next best step.
Get Approved
Terry shops the lenders for the best mortgage that fits your needs
Your Application Helps Terry
Find the Right Mortgage Path
When you submit this short mortgage intake, Terry is not just looking at one bank’s rules.
He reviews the details you provide, including your mortgage goal, property location, property type, income picture, credit situation, home value, down payment, equity, or renewal timeline. From there, he can see which lender path may be worth exploring next.
Some files may fit with a major bank or credit union. Others may need a monoline lender, B-lender, alternative lender, private lender, or second mortgage option.
The goal of this first step is simple: understand your situation, avoid wasting your time, and guide you toward the next best mortgage path before asking for a full application or document package.
Real Results From People Just Like You
Read stories from local families who used our simple online process to secure their mortgages quickly and hassle-free.
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Got Questions Before You Send Your Info?
Here are quick, simple answers to help you feel confident about starting your mortgage journey today.
Will submitting this application automatically pull or lower my credit score?
No. Submitting this short intake form does not trigger an automatic hard credit check and does not lower your credit score. Terry will only review your credit after speaking with you and receiving your clear consent.
Do I need to upload my tax documents or bank statements to complete this application?
No. You do not need to upload tax documents, bank statements, or pay stubs at this stage. This first step only collects the basic details Terry needs to understand your situation. If it makes sense to move forward, Terry will send a proper document checklist later.
Why don't you require a full, long-form mortgage application on the first visit?
Most people do not want to complete a long application before knowing what they need. This short form gives Terry enough information to review your situation, prepare for the call, and guide you toward the next step. The full application and documents can come later.
Is it safe to submit my personal information through this short form?
Yes. Your information is kept private and used only to review your mortgage request. This short form does not ask for sensitive information like your SIN, full banking details, or uploaded financial documents.
What happens immediately after I click submit on this form?
After you submit the form, Terry receives your details and reviews your mortgage request. You may receive a confirmation message, text, or follow-up email. Terry or his team will then contact you to discuss your situation and explain the next best step.
Can I use this short form if my financial situation is highly complex or unique?
Yes. This form can be used for simple and complex mortgage situations. You can use it if you are buying, refinancing, renewing, consolidating debt, self-employed, dealing with credit challenges, looking for a second mortgage, or trying to understand private lending options.
Need Mortgage Help Right Away?
Prefer to speak first? Call or text Terry and explain what you need help with.