What Is This Form For?
It records your preferences for mortgage features such as payments, prepayments, portability and rate risk, so we can discuss how they fit your plans.
Mortgage Suitability
Explore the mortgage features that matter to you before choosing a product.
Mortgage Suitability Check
Your answers stay in this browser session unless you choose to send your completed form to Elena. Downloading your PDF does not require an email address.
Completing the Suitability Check
How Do I Send My Answers?
Complete the questions and sign your summary. Download a copy for your records, or choose to send your form to Elena. If Elena requested the form, no additional mortgage information is needed. If you would like help with your next mortgage step, add your plans and preferred contact method. Online sending includes your PDF automatically when available.
Does Completing It Confirm Approval?
The questionnaire records your preferences. Mortgage qualification is assessed separately when we review your file.
Where Can I Find Mortgage Questions?
Read the separate Q&A page for questions about income, lenders and working with me.
Talk through your next mortgage decision.
Bring your goals and questions to a free consultation.