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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.

 

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)CWT

BC - Solicitor's Interim Report on Title and Request for Funds Form 1215BC
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
AB - 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)CWT
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
 Saskatchewan
 

 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)CWT
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
 

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)CWT
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)CWT 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)CWT
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)CWT
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)CWT
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 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.

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