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Legal Documents

Please make note of the following:
Depending on the timing of a rate increase, you may receive last minute updated documents from us with new rate and payment information.
In general, for variable rate loans (meaning the rate is tied to the Bank of Montreal prime rate), if the prime rate change occurs after we have sent you instructions, but before the mortgage is setup on our system, the discretion to prime rate will always be correct however the payment will be based on the lower rate prior to the prime rate increase. This means the payment will be too low to pay out the loan in the contractual amortization. The client can contact the bank after closing to proactively adjust their payment immediately, if they do not then the payment will be adjusted at renewal to ensure they can pay the loan off within the original amortization period.


Click Here CHANGES TO THE INSTRUCTIONS FOR LAWYERS AND NOTARIES DURING THE COVID-19 PANDEMIC

We have changed our process.
Please click here to learn about how to complete and submit your request for funds and your final report .

Important Notice: Please be advised that effective August 16, 2021, the mailing address for the BMO Mortgage Service Centre previously located in Burlington is:

2465 Argentia Road, 8th Floor
Mississauga, ON
L5N 0B4

Welcome

Welcome to the BMO Bank of Montreal legal documents site. This site provides lawyers and notaries access to the Bank's forms and other documents required to complete the following:



Instructing / Funding a mortgage via BMO

For following Mortgage Type transactions:

Conventional: Collateral:

Please note, not all Mortgage Types are available in each Province/Territory.

Please select the applicable Mortgage Type:

Conventional
Collateral
Go




Payout and Discharge of BMO mortgage

Important Notice: Payout Statement and Discharge requests for BMO retail mortgages must be submitted digitally only through the Unity® Lender Centre platform, free of charge.
https://dyedurham.ca/solution/real-estate-payments/

Resources:
Solicitor Guide Solicitor PDF Solicitor word
Informational Flyer Solicitor PDF Solicitor word

For the following mortgage types, requests must be submitted via Unity® Lender Center:

Conventional
  • Fixed and Variable Rate Mortgages
  • Smart Fixed Mortgages
Collateral
  • Residential and Small Business Homeowner ReadiLine®
  • Residential and Small Business Homeowner Line of Credit

The following requests will continue to be handled at the branch:
  • Any Personal Line of Credit (unsecured loans)
  • Any Business / Commercial Mortgages
  • Farm Mortgages, On-Reserve Mortgages, Subsidized Mortgages
  • Home Equity Loan Plan, Vacation Home Loan
  • Mobile Home Loans (MHL), Chattel Loan Insurance Program (CLIP)
  • Payoff Inquiry