Canadian Mortgage Pre-Approval / Purchase
Standard mortgage broker and lender underwriting package for Canadian home financing.
Checklist Items (7)
Standard document slots included when you send this request to a client.
Government Photo ID (Driver's Licence or Passport)
Clear photo or scan for all applicants on title.
Current Letter of Employment
On official company letterhead stating job title, annual salary, status, and hire date.
Most Recent 2 Consecutive Pay Stubs
Must show year-to-date earnings, deductions, and matching employer name.
Last 2 Years T4 Slips & CRA Notices of Assessment (NOAs)
Full federal assessment summaries verifying net income and no taxes owing.
Last 90 Days Bank & Investment Statements
Demonstrating accumulation of down payment funds and closing costs.
Gift Letter & Wire Confirmation
Signed lender gift letter if down payment is gifted by an immediate family member.
MLS Listing & Agreement of Purchase and Sale
Required once an offer on a property has been accepted.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.