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)

[text* prim-borr-name class:borr-border-fields]

Address

[text* prim-borr-address class:borr-border-fields]

City

[text* prim-borr-city class:borr-border-fields]

Province

[text* prim-borr-province class:borr-border-fields]

Postal Code

[text* prim-borr-postal-code class:borr-border-fields]

Home

[text* prim-borr-home-phone class:borr-border-fields placeholder "ex. (000) 000-0000"]

Business

[text* prim-borr-business-phone class:borr-border-fields placeholder "ex. (000) 000-0000"]

Cell

[text* prim-borr-cell-phone class:borr-border-fields placeholder "ex. (000) 000-0000"]

Fax

[text* prim-borr-fax class:borr-border-fields]

Email Address

[email* prim-borr-email-address class:borr-border-fields]

Years at Res.

[text* prim-borr-years-at-res class:borr-border-fields]

Months

[text* prim-borr-months class:borr-border-fields]

If < 3 Years - Previous Address:

Previous Address

[text* prim-borr-addr-prev class:borr-border-fields]

Yrs.

[text* prim-borr-yrs-prev class:borr-border-fields]

City

[text* prim-borr-city-prev class:borr-border-fields]

Prov

[text* prim-borr-prov-prev class:borr-border-fields]

Postal Code

[text* prim-borr-postal-code-prev class:borr-border-fields]

Birth Date: (MM/DD/YYYY)

[text* prim-borr-birth-date class:borr-border-fields placeholder "(MM/DD/YYYY)"]

S.I.N.

[text* prim-borr-SIN class:borr-border-fields]

Marital Status:

SingleMarriedWidowedSeparatedDivorcedCommon Law

Dwelling Status:

RentOwnLiving with parents

Other[text prim-borr-other-place-to-live class:borr-border-fields]

Rent payment: $[text prim-borr-rent-payment class:borr-border-fields]

Smoker

EMPLOYMENT:

Current Employer

[text prim-borr-curr-employer class:borr-border-fields]

Employer Address

[text prim-borr-curr-employer-addr class:borr-border-fields]

Occupation

[text prim-borr-occupation class:borr-border-fields]

Years Worked

[text prim-borr-years-worked class:borr-border-fields]

Annual Income ($)

[text prim-borr-annual-income class:borr-border-fields]

Income Type:

SalariedAlimonyPart-TimeSelf EmployedCommissionHourlyPensionContract

Other[text prim-borr-income-type-other class:borr-border-fields placeholder "Fill in the income source"]

Additional Income:

[text prim-borr-additional-income class:borr-border-fields]

Value ($)

[text prim-borr-additional-income-value class:borr-border-fields]

If < 3 Years - Previous Employer:

[text prim-borr-prev-employer class:borr-border-fields]

Occupation

[text prim-borr-prev-employer-occupation class:borr-border-fields]

Years worked

[text prim-borr-prev-employer-years-worked class:borr-border-fields]

Annual Income ($)

[text prim-borr-prev-employer-annual-income class:borr-border-fields]

PRIMARY BORROWER:

[text prim-borr-prim-borrower class:borr-border-fields]

CO-BORROWER:

Name (first/init./last)

[text* co-borr-name class:borr-border-fields]

Address

[text* co-borr-address class:borr-border-fields]

City

[text* co-borr-city class:borr-border-fields]

Province

[text* co-borr-province class:borr-border-fields]

Postal Code

[text* co-borr-postal-code class:borr-border-fields]

Home

[text* co-borr-home-phone class:borr-border-fields placeholder "ex. (000) 000-0000"]

Business

[text* co-borr-business-phone class:borr-border-fields placeholder "ex. (000) 000-0000"]

Cell

[text* co-borr-cell-phone class:borr-border-fields placeholder "ex. (000) 000-0000"]

Fax

[text* co-borr-fax class:borr-border-fields]

Email Address

[email* co-borr-email-address class:borr-border-fields]

Years at Res.

[text* co-borr-years-at-res class:borr-border-fields]

Months

[text* co-borr-months class:borr-border-fields]

If < 3 Years - Previous Address:

Previous Address

[text* co-borr-addr-prev class:borr-border-fields]

Yrs.

[text* co-borr-yrs-prev class:borr-border-fields]

City

[text* co-borr-city-prev class:borr-border-fields]

Prov

[text* co-borr-prov-prev class:borr-border-fields]

Postal Code

[text* co-borr-postal-code-prev class:borr-border-fields]

Birth Date: (MM/DD/YYYY)

[text* co-borr-birth-date class:borr-border-fields placeholder "(MM/DD/YYYY)"]

S.I.N.

[text* co-borr-SIN class:borr-border-fields]

Marital Status:

SingleMarriedWidowedSeparatedDivorcedCommon Law

Dwelling Status:

RentOwnLiving with parents

Other[text prim-borr-other-place-to-live class:borr-border-fields]

Rent payment: $[text co-borr-rent-payment class:borr-border-fields]

Smoker

EMPLOYMENT:

Current Employer

[text co-borr-curr-employer class:borr-border-fields]

Employer Address

[text co-borr-curr-employer-addr class:borr-border-fields]

Occupation

[text co-borr-occupation class:borr-border-fields]

Years Worked

[text co-borr-years-worked class:borr-border-fields]

Annual Income ($)

[text co-borr-annual-income class:borr-border-fields]

Income Type:

SalariedAlimonyPart-TimeSelf EmployedCommissionHourlyPensionContract

Other[text co-borr-income-type-other class:borr-border-fields placeholder "Fill in the income source"]

Additional Income:

[text co-borr-additional-income class:borr-border-fields]

Value ($)

[text co-borr-additional-income-value class:borr-border-fields]

If < 3 Years - Previous Employer:

[text co-borr-prev-employer class:borr-border-fields]

Occupation

[text co-borr-prev-employer-occupation class:borr-border-fields]

Years worked

[text co-borr-prev-employer-years-worked class:borr-border-fields]

Annual Income ($)

[text co-borr-prev-employer-annual-income class:borr-border-fields]

CO-BORROWER:

[text co-borr-co-borrower class:borr-border-fields]

ASSETS

Type / Description

Financial Institution

Asset Value

Borrower

Co-Borrower

Cash in Accounts

[text position-2-2 class:borr-border-fields]

[text position-2-3 class:borr-border-fields placeholder "$"]

Check

Check

RRSP’s

[text position-3-2 class:borr-border-fields]

[text position-3-3 class:borr-border-fields placeholder "$"]

Check

Check

RRSP’s

[text position-4-2 class:borr-border-fields]

[text position-4-3 class:borr-border-fields placeholder "$"]

Check

Check

Mutual Funds

[text position-5-2 class:borr-border-fields]

[text position-5-3 class:borr-border-fields placeholder "$"]

Check

Check

Stock & Bonds

[text position-6-2 class:borr-border-fields]

[text position-6-3 class:borr-border-fields placeholder "$"]

Check

Check

Vehicle(s) [text vehicule-7-1 class:short-fields]

[text position-7-2 class:borr-border-fields]

[text position-7-3 class:borr-border-fields placeholder "$"]

Check

Check

Other [text other-8-1 class:short-fields]

[text position-8-2 class:borr-border-fields]

[text position-8-3 class:borr-border-fields placeholder "$"]

Check

Check


LIABILITIES:

Type / Description

Financial Institution

Balance

Payment

Borrower

Co-Borrower

Personal Loans

[text other-10-1 class:short-fields]

[text other-10-2 class:short-fields placeholder "$"]

[text other-10-3 class:short-fields placeholder "$"]

Check

Check

Vehicle Loan (s)

[text other-11-1 class:short-fields]

[text other-11-2 class:short-fields placeholder "$"]

[text other-11-3 class:short-fields placeholder "$"]

Check

Check

Student Loans

[text other-12-1 class:short-fields]

[text other-12-2 class:short-fields placeholder "$"]

[text other-12-3 class:short-fields placeholder "$"]

Check

Check

Lines of Credit

[text other-13-1 class:short-fields]

[text other-13-2 class:short-fields placeholder "$"]

[text other-13-3 class:short-fields placeholder "$"]

Check

Check

Credit Cards

[text other-14-1 class:short-fields]

[text other-14-2 class:short-fields placeholder "$"]

[text other-14-3 class:short-fields placeholder "$"]

Check

Check

Other [text other-15-0 class:short-fields]

[text other-15-1 class:short-fields]

[text other-15-2 class:short-fields placeholder "$"]

[text other-15-3 class:short-fields placeholder "$"]

Check

Check


REAL ESTATE (Including Current Primary Residence):

(1) Address

[text re-addr class:borr-border-fields]

Rental

Check

Monthly Rental Income

[text re-monthly-income class:borr-border-fields placeholder "$"]

Current Value

[text re-curr-value class:borr-border-fields placeholder "$"]

Mortgage/LOC Balance

[text re-loc-balance class:borr-border-fields placeholder "$"]

Monthly Payment

[text re-monthly-payment class:borr-border-fields placeholder "$"]

Taxes/yr

[text re-taxes class:borr-border-fields placeholder "$"]

Lender

[text re-lender class:borr-border-fields]

Current Interest Rate

[text re-curr-interest-rate class:borr-border-fields]

Current Maturity Date

[text re-curr-maturity-date class:borr-border-fields]

Condo fee

[text re-condo-fee class:borr-border-fields placeholder "$"]

Other Mortgage or Line of Credit

[text re-other-credit class:borr-border-fields placeholder "$"]

Lender

[text re-lender-1 class:borr-border-fields]

Monthly Payment

[text re-monthly-payment-1 class:borr-border-fields placeholder "$"]

(2) Address

[text re-addr-2 class:borr-border-fields]

Rental

Check

Monthly Rental Income

[text re-monthly-income-2 class:borr-border-fields placeholder "$"]

Current Value

[text re-curr-value-2 class:borr-border-fields placeholder "$"]

Mortgage/LOC Balance

[text re-loc-balance-2 class:borr-border-fields placeholder "$"]

Monthly Payment

[text re-monthly-payment-2 class:borr-border-fields placeholder "$"]

Taxes/yr

[text re-taxes-2 class:borr-border-fields placeholder "$"]

Lender

[text re-lender-2 class:borr-border-fields]

Current Interest Rate

[text re-curr-interest-rate-2 class:borr-border-fields]

Current Maturity Date

[text re-curr-maturity-date-2 class:borr-border-fields]

Condo fee

[text re-condo-fee-2 class:borr-border-fields placeholder "$"]


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.


Check this box if you do not wish to receive marketing materials from Alpha Strategic Developments Inc

Your privacy is important. We are committed to respecting and protecting your privacy and security


BORROWER:

[text final-borrower-1 class:borr-border-fields]

Date:

[text final-borrower-date-1 class:borr-border-fields]

BORROWER:

[text final-borrower-2 class:borr-border-fields]

Date:

[text final-borrower-date-2 class:borr-border-fields]


Who is your advisor?

How much are you looking to borrow?

[text* how-much class:borr-border-fields]

How long do you need the funds for?

[text* for-how-long class:borr-border-fields]

What will you be using the funds for?

[text* what-for class:borr-border-fields]