Below you will find all the forms you will need to complete mortgage licence transactions in Ontario. To access these forms, you will need to download and install Adobe reader.
- 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)
- 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]
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
Syndicated mortgage forms effective July 1, 2018
As of July 1, 2018, mortgage brokerages that deal with non-qualified syndicated mortgage transactions must complete the following three forms.
In each case, all forms must be completed and signed by a mortgage broker, then reviewed and signed by any investor or lender thinking of investing in a non-qualified syndicated mortgage. Each investor/lender must receive a copy of all signed forms.
Mortgage Administrator Application Form [PDF]
Used to apply for a mortgage administrator licence
Mortgage Brokerage Application Form [PDF]
Used to apply for a mortgage brokerage licence
Application for Surrender of a Mortgage Broker or Agent Licence [PDF]
Used to cancel a mortgage broker or agent licence
Application for Surrender of Mortgage Brokerage Licence [PDF]
Used to cancel a mortgage brokerage licence
Application for Surrender of Mortgage Administrator Licence [PDF]
Used to cancel a mortgage administrator licence
Business Activity Complaint Form [PDF]
Used to file a complaint with FSRA
Pre-Payment Authorization Form [PDF]
Used to set up online fee pre-payment
Renewal forms, effective July 1, 2015
Form 2 – Renewal form [PDF]
Must be completed by a licensed mortgage broker, and be provided to lenders or investors during a mortgage renewal.
Form 2.1 – Renewal form waiver: to reduce the waiting period [PDF]
Optional. Must be completed by a mortgage broker if an investor is waiving their right to the minimum two business day disclosure time, in order to reduce timing to one business day. It must be used in addition to form 2.