To apply for a pre-approval you'll need:

Personal information

Name
Current address (if you've lived there for less than 2 years, we'll need your previous address as well)
Home phone number
Date of birth
Social Insurance Number
Occupation
Number of dependants
Current ownership status
E-mail address

Employment information

Current employer's name
Employer's address
Employer's telephone number
Length of employment (if you've worked there for less than 2 years, we'll need your previous employment information as well)

Information about your assets (what you own)

Balances of all your accounts
Value of your RSPs
Value of investments
Value of your current vehicle(s)

Information about your liabilities (what you owe)

 Credit cards (balance and monthly payment)
 Lines of credit (balance and monthly payment)
Loans and leases (balance and monthly payment)
Alimony or child support (if applicable)

Income information

Gross annual income
Additional sources of income

Mortgage details

 Term (e.g. 5-year fixed)
 Payment frequency (e.g. monthly)
Amortization period (e.g. 25 years)
Down payment
Mortgage amount desired

To apply you'll need:

Personal information

Name
Current address (if you've lived there for less than 2 years, we'll need your previous address as well)
Home phone number
Date of birth
Social Insurance Number
Occupation
Number of dependants
Current ownership status
E-mail address

Employment information

Current employer's name
Employer's address
Employer's telephone number
Length of employment (if you've worked there for less than 2 years, we'll need your previous employment information as well)

Information about your assets (what you own)

Balances of all your accounts
Value of your RSPs
Value of investments
Value of your current vehicle

Information about your liabilities (what you owe)

 Credit cards (balance and monthly payment)
 Lines of credit (balance and monthly payment)
Loans and leases (balance and monthly payment)
Alimony or child support (if applicable)

Income information

Gross annual income
Additional sources of income

Mortgage details

 Term (e.g. 5-year fixed)
 Payment frequency (e.g. monthly)
 Amortization period (e.g. 25 years)
Down payment
Mortgage amount desired

Property information

(This is contained in the MLS listing of the house you are purchasing)

Address including postal code
 Legal description
Dwelling type (detached)
Dwelling style (2 storey)
Garage type (2 car attached)
Zoning (residential agricultural)
Water facilities (municipal)
Source of heat (natural gas)
Number of units
Annual property taxes
Property age
Square footage
Number of bedrooms
Home or condo
Estimated heating costs

To apply to switch your mortgage you'll need:

Personal information

Name
Current address (if you've lived there for less than 2 years, we'll need your previous address as well)
Home phone number
Date of birth
Social Insurance Number
Occupation
Number of dependants
Current ownership status
E-mail address

Employment information

Current employer's name
Employer's address
Employer's telephone number
Length of employment (if you've worked there for less than 2 years, we'll need your previous employment information as well)

Information about your assets (what you own)

Balances of all your accounts
Value of your RSPs
Value of investments
Value of your current vehicle(s)

Information about your liabilities (what you owe)

 Credit cards (balance and monthly payment)
 Lines of credit (balance and monthly payment)
Loans and leases (balance and monthly payment)
Alimony or child support (if applicable)

Income information

Gross annual income
Additional sources of income

Current property details

Address including postal code
 Legal description
Dwelling type (detached)
Dwelling style (2 storey)
Garage type (2 car attached)
Zoning (e.g. residential agricultural)
Water facilities (municipal)
Source of heat (.g. natural gas)
 Number of units
Annual property taxes
Property age
Square footage
Number of bedrooms
Home or condo
Estimated heating costs

Existing mortgage details

(available on your mortgage statement)

Current mortgage balance
 Interest rate
Original amortization period
Original purchase price
Original purchase date
Current property value
Current mortgage provider
Original mortgage amount
Maturity date (when your current term ends)
Current mortgage payment
Current payment frequency (e.g. monthly)

New mortgage details

 Term (e.g. 5-year fixed)
 Payment frequency (e.g. monthly)
 Amortization period (e.g. 25 years)
Down payment
Mortgage amount desired

To apply to add to your mortgage you'll need:

Personal information

Name
Current address (if you've lived there for less than 2 years, we'll need your previous address as well)
Home phone number
Date of birth
Social Insurance Number
Occupation
Number of dependants
Current ownership status
E-mail address

Employment information

Current employer's name
Employer's address
Employer's telephone number
Length of employment (if you've worked there for less than 2 years, we'll need your previous employment information as well)

Information about your assets (what you own)

Balances of all your accounts
Value of your RSPs
Value of investments
Value of your current vehicle(s)

Information about your liabilities (what you owe)

 Credit cards (balance and monthly payment)
 Lines of credit (balance and monthly payment)
Loans and leases (balance and monthly payment)
Alimony or child support (if applicable)

Income information

Gross annual income
Additional sources of income

Current property details

Address including postal code
 Legal description
Dwelling type (e.g. detached)
Dwelling style (e.g. 2 storey)
Garage type (e.g. 2 car attached)
Zoning (e.g. residential, agricultural)
Water facilities (e.g. municipal)
Source of heat (e.g. natural gas)
Number of units
Annual property taxes
Property age
Square footage
Number of bedrooms
Home or condo
Estimated heating costs

Existing mortgage details

(available on your mortgage statement)

Current mortgage balance
 Interest rate
Original amortization period
Original purchase price
Original purchase date
Current property value
Current mortgage provider
Original mortgage amount
Maturity date (when your current term ends)
Current mortgage payment
Current payment frequency (e.g. monthly)

New mortgage details

 Term (e.g. 5-year fixed)
 Payment frequency (e.g. monthly)
 Amortization period (e.g. 25 years)
Down payment
Mortgage amount desired