SHORT TERM FINANCING

Small businesses and homeowners most often need short-term loans instead of long-term debt financing. Most term loans, classified as short-term, usually have a maturity of one year or less. Alpha Invoice term loans with short maturities can help you meet an immediate need for financing without requiring you to make a long-term term commitment.

PRIMARY BORROWER:

Name (first/init./last)

Address

City

Province

Postal Code

Home

Business

Cell

Fax

Email Address

Years at Res.

Months

If < 3 Years - Previous Address:

Previous Address

Yrs.

City

Prov

Postal Code

Birth Date: (MM/DD/YYYY)

S.I.N.

Marital Status:

SingleMarriedWidowedSeparatedDivorcedCommon Law

Dwelling Status:

RentOwnLiving with parents

Other

Rent payment: $

Smoker

EMPLOYMENT:

Current Employer

Employer Address

Occupation

Years Worked

Annual Income ($)

Income Type:

SalariedAlimonyPart-TimeSelf EmployedCommissionHourlyPensionContract

Other

Additional Income:

Value ($)

If < 3 Years - Previous Employer:

Occupation

Years worked

Annual Income ($)

PRIMARY BORROWER:

CO-BORROWER:

Name (first/init./last)

Address

City

Province

Postal Code

Home

Business

Cell

Fax

Email Address

Years at Res.

Months

If < 3 Years - Previous Address:

Previous Address

Yrs.

City

Prov

Postal Code

Birth Date: (MM/DD/YYYY)

S.I.N.

Marital Status:

SingleMarriedWidowedSeparatedDivorcedCommon Law

Dwelling Status:

RentOwnLiving with parents

Other

Rent payment: $

Smoker

EMPLOYMENT:

Current Employer

Employer Address

Occupation

Years Worked

Annual Income ($)

Income Type:

SalariedAlimonyPart-TimeSelf EmployedCommissionHourlyPensionContract

Other

Additional Income:

Value ($)

If < 3 Years - Previous Employer:

Occupation

Years worked

Annual Income ($)

CO-BORROWER:

ASSETS

Type / Description

Financial Institution

Asset Value

Borrower

Co-Borrower

Cash in Accounts

Check

Check

RRSP’s

Check

Check

RRSP’s

Check

Check

Mutual Funds

Check

Check

Stock & Bonds

Check

Check

Vehicle(s)

Check

Check

Other

Check

Check


LIABILITIES:

Type / Description

Financial Institution

Balance

Payment

Borrower

Co-Borrower

Personal Loans

Check

Check

Vehicle Loan (s)

Check

Check

Student Loans

Check

Check

Lines of Credit

Check

Check

Credit Cards

Check

Check

Other

Check

Check


REAL ESTATE (Including Current Primary Residence):

(1) Address

Rental

Check

Monthly Rental Income

Current Value

Mortgage/LOC Balance

Monthly Payment

Taxes/yr

Lender

Current Interest Rate

Current Maturity Date

Condo fee

Other Mortgage or Line of Credit

Lender

Monthly Payment

(2) Address

Rental

Check

Monthly Rental Income

Current Value

Mortgage/LOC Balance

Monthly Payment

Taxes/yr

Lender

Current Interest Rate

Current Maturity Date

Condo fee


I/we warrant and confirm that the information given in the mortgage application form to Alpha Strategic Developments Inc. is true and correct and I/we understand that it is being used to determine my/our credit responsibility and to evaluate and respond to my/our request for mortgage financing. You are authorized to obtain any information you may require for these purposes from other sources (including, for example, credit bureaus) and each source is hereby authorized to provide you with such information. I/we also understand, acknowledge and agree that the information given in the mortgage application form as well as other information you obtain in relation to my/our credit history may be disclosed to potential mortgage lenders, mortgage insurers, life and/or disability insurance providers, other service providers, organizations providing technological or other support services required in relation to this application and any other parties with whom I/we propose to have a financial relationship.

I/we further acknowledge and agree that each potential mortgage lender, mortgage insurer, mortgage life and/or disability insurance provider, or service provider to whom you provide mortgage application and/or my/our personal information is permitted to receive such application and information and maintain records relating to me/us and my/our mortgage application and to hold, use, communicate and disclose personal information about me/us, including my/our Social Insurance Number (SIN) if I/we provide it, and collect personal information from me/us, you and from third persons, including credit bureaus, credit reporting and collection agencies, financial institutions, my/our past and present employers, creditors and tenants, my/our spouse or any other person who has information about me/us for the purposes of recording, evaluating and responding to my/our application for mortgage financing or related activities and I/we specifically consent to the release and disclosure of personal information by such persons to and among you and each potential mortgage lender, mortgage insurer, life and/or disability insurer or other service provider.

I/we agree to indemnify Alpha Strategic Developments Inc. against and save you harmless from any and all claims in damages or otherwise arising from such disclosure on your part. I/we agree to pay applicable legal, property appraisal, registration fees and expenses incurred in connection with this mortgage application. You are also authorized to retain the application whether or not the relative mortgage is approved. I/we acknowledge that Alpha Strategic Developments Inc.may be paid a referral fee from the mortgage lender and/or the mortgage life insurance provider for placement of this mortgage.


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BORROWER:

Date:

BORROWER:

Date:


Who is your advisor?

How much are you looking to borrow?

How long do you need the funds for?

What will you be using the funds for?