Property Purchase Intake Form

Congratulations on your upcoming property purchase!

Please note that at this time, Advent Legal has not been retained to represent you generally or in connection with any other matter.

In order to assess you upcoming purchase, please fill in the intake form below and upload the following:

2 copies of ID (both sides) for each individual on title. One piece of ID must be Canadian/Federal or Provincial government-issued photo identification such as a driver’s licence or passport. Unfortunately, a health card is not acceptable identification;
A copy of your Agreement of Purchase and Sale;
A copy of the Condominium Status Certificate (if the purchase property is a condominium);

We will contact you with further information.

Please allow one business day for us to respond to any inquiries.

Your Name (as it appears on your government issued ID)

For every file, the Law Society of Ontario and Mortgage Lenders require us to verify our clients' identity. We will verify the information you input here when we meet at our office. Please bring two pieces of ID with you when you come to our office. We can accept passport, driver's licences, Canadian credit cards, Canadian bank cards, and SIN cards. We cannot accept Health cards as valid ID.

Email address

Phone

Date of Birth

Do you consent to us communicating with you via email?

Yes we consent

No we do not consent

*NOTE - Under the Ontario Family Law Act, two parties can be declared common law spouses after they’ve cohabitated for at least three years unless they have had a child together and have cohabited in a relationship of some permanence. 1. Being married to another person nullifies the three-year requirement with the current partner until a divorce is obtained. 2. Temporary break-ups of the relationship that cause a break in cohabitation can delay or nullify the three-year requirement

What is your employment status?

Employed or self-employed

Unemployed - not working at the present time

Full-time student - currently in school or studying

Retired

What is your occupation?

What is the name of your employer? If you are self-employed, provide your business name.

Work Address

Street Address

Street Address (Line 2)

City

Province

Postal Code

Please provide your work phone number

We require this for our records for your lender and for the Law Society's ID requirements

What countries do you currently have citizenship in? (Please list all countries)

Have you been physically present in Canada for 183 days out of the 12 month period prior to closing date?

Yes

Property and Addresses

Are you acquiring the property as your or a family member's principal residence?

Yes

Your Current Home Address

Street Address

Street Address (Line 2)

City

Province

Postal Code

Country

Will your address after closing be different from your current address?

Yes

Select the type of the property you are purchasing. When answering this question, please consider a self contained finished basement with its own entrance, kitchen and bathroom, a separate self contained unit.

House - Single-Family Residential Dwelling

House - 2 to 6 Self Contained Residential Units

House - More than 6 Self Contained Residential Units

Condominium

Commercial

Farm or Agricultural

Rural with Septic and/or Well Water

Title to the Property

What is your closing date?

Please enter the name(s) of all individuals who will be on title to the property.

Individual 1

First

Middle

Last

Individual 2

First

Middle

Last

Individual 3

First

Middle

Last

Individual 4

First

Middle

Last

How will the owners be taking title to the property?

Joint Tenants (Upon death of one of the owners, the shares of the deceased will automatically go to other owners)

Tenants in Common (Upon death of one of the owners, the shares of the deceased will be divided in accordance with his or her will)

Are you a first-time home buyer, or have you purchased a home before?

Everyone is First-time home buyer

At least one person is a first time home buyer and other is not

Purchased home before or have been on title of a property before

Do you plan to lease out all or a part of the property?

Yes

Are you related to or know the seller personally?

No, they are not known to us

Yes, they are my relatives (spouse, parents, children, siblings)

Yes, they are known to me but not family

The reason for this question is to ensure there are no conflicts of interest and whether or not land transfer tax can be minimized.

Mortgage Questions

Will you be obtaining a mortgage to complete the purchase of the property?

Yes, I/we will be obtaining a mortgage

No, I/we will be paying in cash without a mortgage

Simultaneous Purchase & Sale Closings

Please let us know if you are expecting to fund your purchase transaction by selling another property. Please note, if you are going to be relying on sale funds to purchase this property, it is best to obtain a bridge loan from a lender in case your sale is delayed or terminated and you require funds to close on your sale property.

Are you selling a property at the same time or close to the day you are purchasing this property?

Yes, we are also selling a property at or around the same time as this purchase closing

No, we are only completing a purchase transaction

Are you relying on money from a sale of real property to fund this purchase transaction?

Power of Attorney and Tennants

Will all purchasers be signing in person or will any of them be signing by way of power of attorney?

All documents will be signed in person by purchasers

Some or all of the documents will be signed by way of Power of Attorney

If a Power of Attorney is being used please provide the details:

Please provide the date of the document, where it was prepared, who prepared it and other important information. Please also upload a copy of the documents below in the document upload section.

Does the property that you are purchasing have any tenants or is it owner occupied?

The property is NOT tenanted and is owner occupied

All or part of the property is tenanted

Are you acquiring the property as a trustee?

Yes

Document Upload

To help speed up your file, you can upload relevant documents relating to your property and closing below. You can also email us documents or bring them with you when you visit our office. You can upload scanned documents or photos from a smartphone. "What if I don't have a scanner?" If you don't have a scanner but have a smartphone you can try to use a free scanner app such as Adobe Scan: Mobile PDF Scanner (Available for Apple iOS and Android ) which allows you to capture documents into a PDF using your phone’s camera.

Please upload your Agreement of Purchase and Sale (APS)

Please upload your ID