Common Documents

Getting to Know Your Business

When applying for a commercial loan, there are several documents you’ll need to provide. These documents help us understand your portfolio in order to find the right mortgage solution for your business plan.

Typically, we'll request the following documents:

  • Operating Statement

  • Current Business Financials

  • Current Heldco Financial Statement
                                                                                                                                                                                                                                                                                                                                                        

Additionally, you may be required to complete & submit some of the forms listed below:

To confirm which documents apply to you, ask your mortgage broker or one of our Account Managers.

Ask an Account Manager