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Forms and documents.

Everything a Lendmax file needs, in one place. Every form carries the office address, the deal desk email and the desk line, so a borrower or a lawyer always knows where to send it back.

Submission

Start the file.

10 Point Submission form

The ten lines the desk needs to price a file, on one page.

Download PDF

File complete checklist

Every document required before a purchase or refinance is instructed.

Download PDF

Rush request

Rush, or same-day instructions with next-day funds, with the fee acknowledged.

Download PDF
Borrower

Signed by the client.

Information and credit consent

Signed before the bureau is pulled.

Download PDF

Borrower income declaration

Where income is stated rather than documented.

Download PDF

Business owner declaration

Self-employed and incorporated borrowers.

Download PDF

Gift letter

Where the down payment is gifted.

Download PDF

Pre-authorized debit

Payment authorization, signed, with a void cheque attached.

Download PDF

Rental property schedule

Unit count, leases, gross rent, expenses.

Download PDF
Property, closing and compliance

Everything after the commitment.

Appraisal redirection

Redirects a report ordered for another lender to Lendmax Capital.

Download PDF

Options comparison & exit plan

For your FSRA file — how alternatives were discussed with the client.

Download PDF

Broker disclosure to borrower

The disclosure that has to be in hand before a file is instructed.

Download PDF

HELOC draw request

For HELOC-75 facilities.

Download PDF

Payout / redemption request

Submitted by the closing lawyer.

Download PDF

Approved appraisers

The panel that clears underwriting fastest now has its own page.

Go to Appraisals
Forms are fillable PDFs. Completed forms come back to deals@lendmax.ca; the office address and desk line are printed on every page.