Thursday, July 29, 2010
 

Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon Sign up for our Email Newsletter
For Email Marketing you can trust

Send Page To a Friend

 
Copyright © 2007
Matrix Mortgages Ltd. dba
Meridian West Coast Mortgages
Please complete the following form. (To expand a section, click on the step name.)

Your Online Application will be submitted after you have completed each step and check that you agree with our Privacy Agreement.
Step 1: Privacy Agreement

Our Commitment to You

At Meridian West Coast Mortgages we take pride in the policies and procedures we use to protect the personal information we collect and maintain of behalf of our clients. Among our offices and home offices, access to personal information is granted only to qualified individuals to provide services to our clients, or to serve other legitimate business needs. We have implemented physical, electronic, and organizational measures to help protect your personal information from unauthorized access, unlawful processing, and accidental loss, destruction or alteration. We will not sell your information or authorize any other company or person to contact you to solicit any other business unless you give us permission to do so.

Information Collection and Use

To better understand your financial needs and make you aware of new services that could help you reach your goals, we collect personal information from a variety of sources. The kinds of personal information we collect and some of the reasons we collect it include:

Information we receive from you via applications or other forms. This information could include, but is not limited to: (a) data about who you are and how to contact you, such as your name and address; (b) unique identifiers such as your social insurance number, which we use to fulfill regulatory and other governmental obligations and to distinguish you from other clients with similar names; and (c) data to help us serve you better, such as your income, employment, age, net worth, investment objectives, and banking information (which we need to know in order to complete transactions with you and on your behalf as you may request).

Information about your application and experience with Meridian West Coast Mortgages or our affiliates. This information may include your account balance, account activity, and usage of various services. We collect this information in order to provide the services you have requested, and to help us determine how we or other non-affiliated companies may be of additional service to you.

Information we receive from a consumer reporting agency or other source, which may include account information and/or information about your creditworthiness. We use this information to help us determine the terms of credit that would be appropriate to offer you.

Guidelines For Information Disclosure

We share consumer information with other companies, including our affiliates that assist us with a variety of business activities, including account administration, customer service, transaction processing, processing and delivery of account statements, and delivery of investments and services. For example, we may disclose certain information to an insurance company in order to complete a transaction you initiated. Meridian West Coast Mortgages will not use or disclose personal information for purposes other than those for which it was collected, except with the consent of the individual or as required or permitted by law. We may make these disclosures in any country, as required or permitted by law.

An Ongoing Commitment

We hope this information is useful to you. Confidentiality is the key to a strong relationship between you and Meridian West Coast Mortgages, and we are committed to protecting your privacy. If you need clarification regarding this policy please contact Meridian West Coast Mortgages.

 

Step 2: Applicant Information
First Name:
Last Name:
S.I.N. Number:
Date of Birth:
Marital Status:
Current Address:  
Number:
Street:
City:
Province:
Postal Code:
Number of years:
Rent Own Rent per month:
Contact Information:  
Home Phone:
Work Phone:
Cell Phone:
Fax:
Email:
Previous Address: (if less than 3 years at current address)
Number:
Street:
City:
Province:
Postal Code:
Number of years:
Rent Own Rent per month:
Employment Information:  
Current Employer:
Job Title:
Gross Annual Income:
  Hourly Salary Commission Self Employed
Previous Employer:
Job Title:
Gross Annual Income:
  Hourly Salary Commission Self Employed
Additional Income:  
  Source: Amount:
  Source: Amount:

 

Step 3: Co Applicant Information (If necessary)
First Name:
Last Name:
S.I.N. Number:
Date of Birth:
Marital Status:
Current Address:  
Number:
Street:
City:
Province:
Postal Code:
Number of years:
Rent Own Rent per month:
Contact Information:  
Home Phone:
Work Phone:
Cell Phone:
Fax:
Email:
Previous Address: (if less than 3 years at current address)
Number:
Street:
City:
Province:
Postal Code:
Number of years:
Rent Own Rent per month:
Employment Information:  
Current Employer:
Job Title:
Gross Annual Income:
 
Previous Employer:
Job Title:
Gross Annual Income:
 
Additional Income:  
  Source: Amount:
  Source: Amount:

 

 

 

Step 4: Financial Net Worth
Bank:
Principle Residence Value:
Rental Property Value:
Cash on Hand:
RRSP:
Household:
Automobile 1:  
Auto Year:
Make:
Value:
  Own Loan
Loan Amount:
Payment:
Automobile 2:  
Auto Year:
Make:
Value:
  Own Loan
Loan Amount:
Payment:
Other Assets:  
  Stocks: GIC:
  RESP: Other:

 

Step 5: Existing Mortgages
Existing Mortgage 1  
Lender: Mortgage #:
Property Address  
Number:
Street:
City:
Province:
Postal Code:
   
Mortgage: 1st 2nd
Principal Residence: Yes No
Property Value:
Mortgage Balance:
Maturity Date:
Payment:
Interest Rate:
Rental Income:
Existing Mortgage 2  
Lender: Mortgage #:
Property Address  
Number:
Street:
City:
Province:
Postal Code:
   
Mortgage: 1st 2nd
Principal Residence: Yes No
Property Value:
Mortgage Balance:
Maturity Date:
Payment:
Interest Rate:
Rental Income:

 

Step 6: More Information / Submit your Application
How did you find us?
Is this a: Purchase
  Refinance
  Mortgage Renewal
Comments:
  Applicants acknowledge to have read, understood and accept our Privacy Agreement in it's entirety. By checking this box the form will automatically be submitted to Meridian Westcoast Mortgages.