Agent Name *

Co -Agent On File- If your working with another agent on file.

Deal Number From LOS System *

Closing Date Of File *

Client Email *

Full Name Of Client *

Province Of Deal CUU *

CUU Submission Date *

Requested Mortgage Amount *

Upload Documents For File *

Please upload the document tools that are requried for your file: Example being the pay stub tracker, or BFS letter and Excel tool - down payment tool etc. Only upload the required files here.

Do you have a complete file with all referring tools and information needed for your file as per the CUU Process?* *

Did you follow the CUU Walk Through Process for your file?* *

Did you ask client if they want to learn how to become mortgage free faster? *

Is this a company provided lead *

Lead Source

Please Let Us Know Where This Client Came From *

Please Give Us Full Detail on Client Needs and Mortgage *

What Hotel Package is the client choosing for this mortgage or the amount for the Hotel Gift Card? The Hotel Package comes out of your commissions, please see the costs on the travel page. The hotel card is no cost. *

Current Agent Split - You must select the right split that your on. *

Mentor Name That Helped You On Your File

RVP Name *

UW Name - Please select if you have a current UW Otherwise select Company *

Are we submitting this deal to the CFWG Bank Channel? *

Submission Consent:

By signing below, I attest that the information contained in the attached client file for CUU is complete and accurate. I have taken all necessary precautions to verify the authenticity of the documents and supporting documents provided to me by the borrowers, and have submitted them to the appropriate lender for this mortgage transaction. I certify that I have followed all necessary procedures to verify the borrowers' identities and have collected valid identification at the application stage of this transaction. I affirm that I have adhered to, and have not violated, any Regulations or Policies and Procedures of the regulator or Citadel Mortgages with regards to my participation in this mortgage transaction.

Citadel Mortgages is located at 150 King Street West 2nd Floor, Toronto, Ontario, M5H 1J9.

Citadel Mortgages is licensed in the following: Ontario FSRA 12993 – Saskatchewan FCAA 509446, Nova Scotia 2021-3000010 – Alberta, PEI, Nunavut, Newfoundland 21-07-CI083-1. New Brunswick 210031130, British Columbia X301267, Manitoba

Note: Failure to properly disclose information on company leads may result in forfeiture of commission and removal from the lead program.