Private Mortgages

We will review the commitment letter and enter its details on the conveyancing platform.

We will assist you with entering the details of the transaction in the conveyancing platform.

We will obtain a title abstract of the property for you from Teraview as well as the instruments on title that are relevant to the transaction. If you require any additional instruments you can ask us to pull them for you. We will also obtain writ searches on the borrowers.

We will prepare the draft mortgage instructions for your review and will send them to the borrower’s lawyer upon your approval.

We will prepare all of the standard closing documents for a residential real estate refinancing transaction and will notify you to review and approve them.

We will prepare any required payout/information statement requests for existing mortgages.

We will prepare the draft charge for your review and approval.

We will schedule a virtual client signing meeting for you, prepare the zoom link and share it with you and the client. We will also send the closing documents to the client for electronic signing ahead of the meeting so they are able to sign at the meeting.

We will complete the title insurance application and submit it upon your approval to the insurer.

We will prepare the trust ledger as well as your statement of account for the transaction for your review and approval.

We will follow up with the borrower’s lawyer to obtain the signed documents.

We will prepare and complete Form 9E for your review and approval.