Mortgage Brokering Forms

To use these forms, you must download them using a desktop or laptop computer and have Adobe reader [New Window] installed. 

To download and open the form to your desktop:

  1. Right click the link to the form and select save link as and save the form to your desktop.

    (To do this with a keyboard, tab to the link of the form. Hold down SHIFT and press F10. Then select save link as... and save the form to your desktop)

  2. Open the form by right clicking and select open with... and select Adobe reader.

    (Use your operating systems keyboard shortcut to use the open with command and open with Adobe reader. NOTE: Using the keyboard only may require you to open Adobe reader then open the form)


Declaration of Compliance [PDF Document] Size: ## kb

Declaration of compliance under section 45 of the Mortgage Brokerages, Lenders, and Administrators Act, 2006

 

Financial Reporting Requirements for Mortgage Administrator

Used for audit reporting

 

 

New Forms that are Effective July 1, 2018

 

* Having trouble downloading these forms? See Downloading and viewing dynamic forms.

 

On July 1, 2018, mortgage brokerages that deal with non-qualified syndicated mortgage transactions are required to complete the following three forms:

 

 

Forms that are Effective July 1, 2015

 

On July 1, 2015, FSCO replaced the Investor/Lender Disclosure Statement for Brokered Transactions with the following three forms:

 

Mortgage Administrator Application Form[PDF Document] Size: ## kb *

Used for seeking a licence as a Mortgage Administrator

Instructions

* Having trouble downloading this form? See Downloading and viewing dynamic forms.

 

Mortgage Brokerage Application Form [PDF Document] Size: ## kb *

Used for seeking a licence as a Mortgage Brokerage

Instructions

* Having trouble downloading this form? See Downloading and viewing dynamic forms.

 

Application for Surrender of a Mortgage Broker or Agent Licence [PDF Document] Size: ## kb *
Used to surrender a mortgage broker or agent licence. For questions related to this form, please see the FAQs.
* Having trouble downloading this form? See Downloading and viewing dynamic forms.

 

Application for Surrender of Mortgage Brokerage Licence [PDF Document] Size: ## kb

Used to surrender a mortgage brokerage licence

* Having trouble downloading this form? See Downloading and viewing dynamic forms.

 

Application for Surrender of Mortgage Administrator Licence [PDF Document] Size: ## kb

Used to surrender a mortgage administrator licence

 

Size: ## kbBusiness Activity Complaint Form [PDF Document] Size: ## kb  Size: ## kb

For filing a complaint with the Financial Services Commission of Ontario (FSCO).

[PDF Document] Size: ## kb Size: 169 kb Size: ## kb Size: ## kb* Having trouble downloading this form? See Downloading and viewing dynamic forms.

 

Pre-Payment Authorization Form [PDF Document] Size: ## kb

Used for the payment of online fees​

 

 

Forms that are Effective July 1, 2015

 

On July 1, 2015, FSCO replaced the Renewal Form with the following two forms:

 

  • Form 2 – Renewal Form [PDF Document] Size: ## kb
    This form must be completed by a licensed mortgage broker, and be provided to lenders or investors of mortgages at mortgage renewal
    FAQs
  • Form 2.1 – Renewal Form Waiver: To Reduce the Waiting Period [PDF Document] Size: ## kb
    This form is optional and must be completed by a mortgage broker, if the investor is waiving his/her right to the minimum two business day disclosure time, so that it can be reduced to one business day. This form must be used in addition to Form 2.
    FAQs

Annual Information Return (AIR)

 

​The law requires mortgage brokerages and administrators to submit the AIR no later than March 31st of each year. The AIR must be completed and submitted online using Licensing Link.

 

Sample Mortgage Brokerage AIR

 

PDF [PDF Document] | Size: ## kbAccessible version [New Window]

 

Sample Mortgage Administrator AIR

 

PDF[PDF Document] Size: ## kb | Accessible version[New Window]

 

 
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