Information for lawyers and solicitors

Find all of the information for lawyers and solicitors, including forms and frequently asked questions, in one convenient location.

We’ve some of updated our forms! To make it easier for you to complete, we’ve improved the accessibility of our forms and digitalized the process.

Residential approved list

Click here to access Optimum's list of approved lawyers

Residential forms

Looking for a specific form for fixed and variable mortgages? Scroll to your province below to download the region-specific documents you require.

British Columbia
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	BC - Variable Rate Form 1037(BC)OP	BC - Fixed Rate Form 1038(BC)OP	BC - Variable Rate Form 1037BC	BC - Fixed Rate Form 1038BC
Solicitor's reports	BC - Solicitor's Interim Report on Title and Request for Funds Form 1215(BC)CWT	BC - Solicitor's Final Report on Title Form 1216(BC)CWB		BC - Solicitor's Final Report on Title 1216BC

Alberta
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	AB - Variable Rate Form 1037(AB)OP	AB - Fixed Rate Form 1038(AB)OP	AB - Variable Rate Form 1037(AB)	AB - Fixed Rate Form 1038(AB)
Standard mortgage documents	A B - Variable Rate Form 1029VR(AB)OP	AB - Fixed Rate Form 1029FR(AB)OP	AB - Variable Rate Form 1029VR(AB)AD	AB - Fixed Rate Form 1029FR(AB)AD
Solicitor's reports	AB - Solicitor's Interim Report on Title and Request for Funds Form 1215(AB)	AB - Solicitor's Final Report on Title Form 1216(AB)CWT	AB - Solicitor's Interim Report on Title and Request for Funds Form 1215(AB)CWB	AB - Solicitor's Final Report on Title Form 1216(AB)CWB


	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	SK - Variable Rate Form 1037(SK)OP	SK - Fixed Rate Form 1038(SK)OP	SK - Variable Rate Form 1037(SK)	SK - Fixed Rate Form 1038(SK)
Standard mortgage documents	SK - Variable Rate Form 1029VR(SK)OP	SK- Fixed Rate Form 1029FR(SK)OP	SK - Variable Rate Form 1029VR(SK)	SK - Fixed Rate Form 1029FR(SK)
Solicitor's reports	SK - Solicitor's Interim Report on Title and Request for Funds Form 1215(SK)CWT	SK - Solicitor's Final Report on Title Form 1216(SK)CWB	SK - Solicitor's Interim Report on Title and Request for Funds Form 1215(SK)CWB

Manitoba
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	MB - Variable Rate Form 1037(MB)OP	MB - Fixed Rate Form 1038(MB)OP	MB - Variable Rate Form 1037(MB)	MB - Fixed Rate Form 1038(MB)
Solicitor's reports	MB - Solicitor's Interim Report on Title and Request for Funds Form 1215(MB)CWT	MB - Solicitor's Final Report on Title Form 1216(MB)	MB - Solicitor's Interim Report on Title and Request for Funds Form 1215(MB)CWB	MB - Solicitor's Final Report on Title Form 1216(MB)CWB

Ontario
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	ON - Variable Rate Form 1037(ON)OP	ON - Fixed Rate Form 1038(ON)OP	ON - Variable Rate Form 1037(ON)	ON - Fixed Rate Form 1038(ON)
Standard mortgage documents	ON - Variable Rate Form 1029VR(ON)OP	ON - Fixed Rate Form 1029FR(ON)OP	ON - Variable Rate Form 1029VR(ON)	ON - Fixed Rate Form 1029FR(ON)
Solicitor's reports	ON - Solicitor's Interim Report on Title and Request for Funds Form 1215(ON)CWT	ON - Solicitor's Final Report on Title Form 1216(ON)CWT	ON - Solicitor's Interim Report on Title and Request for Funds Form 1215(ON)CWB	ON - Solicitor's Final Report on Title Form 1216(ON)CWB

New Brunswick
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	NB - Variable Rate Form 1037(NB)OP	NB - Fixed Rate Form 1038(NB)OP	NB - Variable Rate Form 1037(NB)	NB - Fixed Rate Form 1038(NB)
Standard mortgage documents	NB - Fixed, Variable, and HOMEWORKS Mortgage Form 1029NB(OP)		NB - Fixed, Variable, and HOMEWORKS Mortgage Form 1029NB
Solicitor's reports	NB - Solicitor's Interim Report on Title and Request for Funds Form 1215(NB)CWT	NB - Solicitor's Final Report on Title Form 1216(NB)	NB- Solicitor's Interim Report on Title and Request for Funds Form 1215(NB)CWB	NB - Solicitor's Final Report on Title Form 1216(NB)CWB

Newfoundland
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	NL - Variable Rate Form 1037ATL(OP)	NL - Fixed Rate Form 1038ATL(OP)	NL - Variable Rate Form 1037ATL	NL - Fixed Rate Form 1038ATL
Solicitor's reports	NL- Solicitor's Interim Report on Title and Request for Funds Form 1215(NL)CWT	NL - Solicitor's Final Report on Title Form 1216(NL)	NL - Solicitor's Interim Report on Title and Request for Funds Form 1215(NL)CWB	NL - Solicitor's Final Report on Title Form 1216(NL)CWB

Nova Scotia
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	NS - Variable Rate Form 1037ATL(OP)	NS - Fixed Rate Form 1038ATL(OP)	NS - Variable Rate Form 1037ATL	NS - Fixed Rate Form 1038ATL
Solicitor's reports	NS - Solicitor's Interim Report on Title and Request for Funds Form 1215(NS)CWT	NS - Solicitor's Final Report on Title Form 1216(NS)	NS - Solicitor's Interim Report on Title and Request for Funds Form 1215(NS)CWB	NS - Solicitor's Final Report on Title Form 1216(NS)CWB

Prince Edward Island
	CWT lending forms (Alt lending)		CWB lending forms (A lending)
Standard mortgage terms	PEI - Variable Rate Form 1037ATL(OP)	PEI - Fixed Rate Form 1038ATL(OP)	PEI - Variable Rate Form 1037ATL	PEI - Fixed Rate Form 1038ATL
Solicitor's reports	PEI - Solicitor's Interim Report on Title Form 1215(PEI)CWT	PEI - Solicitor's Final Report on Title Form 1216(PEI)	PEI - Solicitor's Interim Report on Title Form 1215(PEI)CWB	PEI - Solicitor's Final Report on Title Form 1216(PEI)CWB

HELOC forms

British Columbia

Standard mortgage terms	BC - Form 1039H(BC)
Solicitor's reports (interactive)	BC - Solicitor's Interim Report on Title and Request for Funds Form 1215(BC)CWB	BC - Solicitor's Final Report on Title Form 1216(BC)CWB
Solicitor's reports (static)	BC - Solicitor's Interim Report on Title and Request for Funds Form 1215(BC)CWB	BC - Solicitor's Final Report on Title Form 1216(BC)CWB

Alberta

Standard mortgage terms	AB - 1039H(AB)
Solicitor's reports (interactive)	AB - Solicitor's Interim Report on Title and Request for Funds Form 1215(AB)CWB	AB - Solicitor's Final Report on Title Form 1216(AB)CWB
Solicitor's reports (static)	AB - Solicitor's Interim Report on Title and Request for Funds Form 1215(AB)CWB	AB - Solicitor's Final Report on Title Form 1216(AB)CWB

Saskatchewan

Standard mortgage terms	SK - Form 1039H(SK)
Solicitor's reports (interactive)	SK - Solicitor's Interim Report on Title and Request for Funds Form 1215(SK)CWB	SK - Solicitor's Final Report on Title Form 1216(SK)CWB
Solicitor's reports (static)	SK - Solicitor's Interim Report on Title and Request for Funds Form 1215(SK)CWB	SK - Solicitor's Final Report on Title Form 1216(SK)CWB

Manitoba

Standard mortgage terms	MB - Form 1039H(MB)
Solicitor's reports (interactive)	MB - Solicitor's Interim Report on Title and Request for Funds Form 1215(MB)CWB	MB - Solicitor's Final Report on Title Form 1216(MB)CWB
Solicitor's reports (static)		MB - Solicitor's Final Report on Title Form 1216(MB)CWB

Ontario

Standard mortgage terms	ON - Form 1039H(ON)
Solicitor's reports (interactive)	ON - Solicitor's Interim Report on Title and Request for Funds Form 1215(ON)CWB	ON - Solicitor's Final Report on Title Form 1216(ON)CWB
Solicitor's reports (static)		ON- Solicitor's Final Report on Title Form 1216(ON)CWB

New Brunswick

Standard mortgage terms	NB - 1039NB(OP)
Standard mortgage documents	NB - Fixed, Variable, and HOMEWORKS Mortgage Form 1029NB(OP)
Solicitor's reports (interactive)	NB - Solicitor's Interim Report on Title and Request for Funds Form 1215(NB)CWB	NB - Solicitor's Final Report on Title Form 1216(NB)CWB
Solicitor's reports (static)	NB - Solicitor's Interim Report on Title and Request for Funds Form 1215(NB)CWB	NB- Solicitor's Final Report on Title Form 1216(NB)CWB

Newfoundland

Standard mortgage terms	NL - 1039ALT(OP)
Solicitor's reports (interactive)	NL - Solicitor's Interim Report on Title and Request for Funds Form 1215(NL)CWB	NL - Solicitor's Final Report on Title Form 1216(NL)CWB
Solicitor's reports (static)		NL - Solicitor's Final Report on Title Form 1216(NL)CWB

Nova Scotia

Standard mortgage terms	NS - 1039ATL(OP)
Solicitor's reports (interactive)	Nova Scotia - Solicitor's Interim Report on Title and Request for Funds Form 1215(NS)CWB	NS - Solicitor's Final Report on Title Form 1216(NS)CWB
Solicitor's reports (static)		NS - Solicitor's Final Report on Title Form 1216(NS)CWB

Prince Edward Island

Standard mortgage terms	PEI - 1039ATL(OP)
Solicitor's reports (interactive)	PEI - Solicitor's Interim Report on Title Form 1215(PEI)CWB	PEI - Solicitor's Final Report on Title Form 1216(PEI)CWB

Lawyer application form

Based on having sufficient coverage in our key lending locations, CWB Optimum Mortgage is not currently adding additional lawyers to our approved list of lawyers. Our Approved Lawyer list is reassessed periodically to ensure we meet the needs of our borrowing clients as our business and the network of our approved law firms evolves.

Please note for any deals submitted to CWB Optimum Mortgage: Your client does not need to utilize a lawyer from our approved list - it is a suggestion, not a guideline. Your client can use any lawyer they prefer. If you are in good standing with the legal society you are able to work with us on your client's behalf.

Toll free: 1.866.441.3775

Outside of Canada: 780.423.9748

Email: [email protected]

FAQ

How do we get access to the mortgage proceeds?	A courier will direct deposit your mortgage funds into your trust account the day of funding. Please send your banking information with your request for funds by email to [email protected]
What is the best way to get completed mortgage documents to Optimum?	Send mortgage documents either by email to [email protected]
What is the mortgage reference number?	A mortgage reference number will not be issued until the time of funding. Please use the client's last name as a reference.
What do I need to complete on the anti-money laundering form?	This form needs to be fully completed.
How do I confirm that my taxes are paid up-to-date? (Ontario only)	We require confirmation that taxes are current at the time of funding. This can be by way of a tax certificate, verbal confirmation from the city or town or a tax bill from the client. Please note that we do not accept title insurance in lieu of the mentioned confirmations.

Information for lawyers and solicitors

Looking for a specific form for fixed and variable mortgages? Scroll to your province below to download the region-specific documents you require.

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)

CWT lending forms (Alt lending)

CWB lending forms (A lending)