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1. Borrower Information: Personal identification details of the borrower(s) including full legal name, current address, and contact information
2. Property Information: Details of the property being mortgaged, including full legal address and property type
3. Financial Information Collection: Authorization to collect and verify financial information including employment, income, assets, and liabilities
4. Credit Bureau Authorization: Specific consent for obtaining credit reports and ongoing credit monitoring
5. Information Sharing Authorization: Consent for sharing information with necessary third parties including lenders, insurers, and service providers
6. Purpose Declaration: Statement of intended use of the property and confirmation of information accuracy
7. Privacy Statement: Description of how personal information will be collected, used, and protected
8. Signature Block: Space for dated signatures of all borrowers and witnesses
1. Co-Borrower Information: Additional section for co-borrower details when there are multiple borrowers
2. Self-Employed Business Information: Additional authorization for business financial information for self-employed borrowers
3. Mortgage Insurance Authorization: Specific authorization for sharing information with mortgage insurers when required
4. Electronic Communication Consent: Optional consent for receiving documents and communications electronically
5. Language Preference: Required in Quebec and optional elsewhere, indicating preferred language of communication
1. Schedule A - List of Authorized Third Parties: Detailed list of specific organizations and service providers authorized to receive information
2. Schedule B - Types of Information Collected: Comprehensive list of all types of personal and financial information that may be collected and verified
3. Schedule C - Privacy Policy Summary: Summary of the lender's privacy policy and information handling practices
Banking & Financial Services
Mortgage Lending
Real Estate
Insurance
Credit Services
Financial Technology
Legal Services
Property Management
Consumer Services
Financial Consulting
Legal
Compliance
Mortgage Operations
Credit Risk
Document Processing
Customer Service
Underwriting
Privacy Office
Risk Management
Branch Operations
Quality Assurance
Records Management
Mortgage Specialist
Loan Officer
Mortgage Underwriter
Credit Analyst
Compliance Officer
Privacy Officer
Legal Counsel
Mortgage Broker
Banking Operations Manager
Risk Assessment Officer
Document Specialist
Financial Advisor
Branch Manager
Lending Operations Director
Customer Service Representative
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