Frequently Asked Questions

Straight answers to the most common questions I get

Getting Started

  • No. A lot of people I work with are just exploring or planning ahead. Whether you're buying soon or just want to understand your options, we can start with a simple conversation.

  • It usually starts with a quick call or message. From there, I’ll ask a few questions to understand your situation and walk you through your options—no commitment required.

  • In most cases, no—my services are paid by the lender. If there are any fees (typically in more complex situations), I’ll explain everything upfront before you proceed.

  • Usually just a rough idea of things like your income, debts, and goals. If we move forward, I’ll guide you through exactly what documents are needed—step by step.

Working With Me

  • I work with multiple lenders, so I can compare options and find something that fits your situation better.

  • I’m licensed in Ontario, but I can help coordinate deals in other provinces through my team if needed.

  • No. I’ll always walk you through what’s happening before anything is submitted.

  • I handle the process from start to finish—communicating with lenders, keeping you updated, and making sure everything stays on track.

Buying a Home

  • It depends on your income, debts, down payment, and current rates. I can give you a realistic number quickly—and more importantly, what your payments would actually feel like.

    • 5% for homes up to $500,000

    • 5%–10% for homes up to $1.5M

    • 20%+ for homes over $1.5M

    I can walk you through what applies to your situation.

  • Yes. It gives you a clear budget, locks in a rate, and makes your offer stronger.

  • Yes—but the process is a bit different. I work with lenders who understand self-employed income and can help structure things properly.

Renewing Your Mortgage

  • No—you’re not required to stay with your current lender. Most lenders send a renewal offer that’s easy to accept, but it’s not always the most competitive. This is a good opportunity to review your options and potentially secure a better rate or terms.

  • Ideally 3–6 months before your renewal date. That gives enough time to compare options and secure a better rate.

  • Yes—if your mortgage is at the end of its term, you can usually switch without penalty.

  • In most cases, yes. The new lender will review your income, credit, and overall financial situation.

  • Sometimes—but not always. It depends on the full picture, including penalties (if any), fees, and flexibility. I’ll help you compare properly.

Refinancing and Debt Consolidation

  • Refinancing means replacing your current mortgage with a new one—often to access equity, lower payments, or consolidate debt.

  • It can be—especially if you're dealing with high-interest debt. The goal is to simplify payments and reduce overall interest, but it needs to be done strategically.

  • Not necessarily. It depends on timing, penalties, and your goals. I’ll break down the numbers so you can see if it actually makes sense.

Credit & Approval

  • Generally:

    • 680+ = best options

    • 600–679 = still workable

    • Below 600 = alternative options

    Every situation is different—I’ll help you understand where you stand.

  • A single check has a very small impact. Multiple applications at once can hurt more—that’s why it’s best to go through one person guiding the process.

  • Yes. What matters is how your debt compares to your income. I’ll help structure things in a way that gives you the best chance.

Still Have Questions?

Whether you're just exploring or ready to move forward, I’m here to help.