What to include in the request
Prepare the questions you want answered and a short description of your goal, such as a purchase, renewal or change in circumstances. Do not send a social insurance number, identification, bank statement or tax document through this public form. The brokerage will explain its approved secure process if private documents are needed.
Prepare a short agenda
- State the goal, such as a purchase, renewal or refinancing discussion, and when you need to make a decision.
- Summarize the property situation and your main question without attaching private financial records.
- Write down the points you want explained, including the agent’s role, the next steps and any disclosures.
- Ask what information may be needed later and how to provide it through the brokerage’s process.
After the first discussion
Take time to review the agent’s explanation and ask follow-up questions before deciding whether to proceed. A conversation is not an approval, rate quote or commitment to borrow. See the Ezee Mortgages profile for the introduction details.