Let's make sure your renewal is the right recipe.

Answer a few questions about your mortgage and your plans. I'll compare your options across 20+ lenders and get back to you with honest advice, whether that's switching or renewing with confidence.

Takes about 5 minutes. Only the first section is required; answer what you can.

1About you

So I know how to reach you.

Full name * Phone number * Email address * Property address

Preferred contact method

Phone Email Text

2Your current mortgage

Your latest mortgage statement or renewal letter will have most of these.

3Your payments

Current monthly payment

Are you on accelerated payments?

Yes No Not sure

Is your payment manageable?

Yes No

4Your goals

What are your top 1 or 2 goals for this renewal?

Lower payments Pay off my mortgage faster Access equity Minimize future penalties Simplify my finances Improve cash flow Consolidate debt Prepare for another purchase or move A better lender experience

Other goal

5Your current lender How satisfied are you with your current lender?

Very satisfied Neutral Dissatisfied

6Your financial snapshot Are there any debts you'd consider paying off through your mortgage?

Yes No

Any major expenses or investments planned in the next 12 to 24 months?

Renovations Investments Education New property purchase

Other planned expense

7Your future plans How long do you plan to stay in your current home?

Less than 2 years 2 to 5 years 5+ years Not sure

Do you expect any major life or financial changes in the next 5 years?

Yes No

8A few extras

Do you have a financial planner or advisor?

Yes No

Would you like a referral to one?

Yes No

Interested in mortgage protection (life, disability, critical illness)?

Yes No

Interested in better rates on home or auto insurance?

Yes No

Anything else I should know?

I'll review your answers and get back to you within one business day.

Your information is sent securely to Lauren Del Mastro and is only used to review your mortgage. It is never sold or shared.