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Lawyer Resources

Lawyer Resources

Residential approved list
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.

 

 

 

 

 

 

 

 

 


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 Interim Report on Title and Request for Funds Form 1215(MB)CWB
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 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
     
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 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
     
Standard mortgage terms NS - 1039ALT(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 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
     
Standard mortgage terms PEI - 1039ALT(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
Solicitor's reports (static)
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.

Contact us

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

In one convenient place