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For informational purposes only. Not financial, legal, or professional advice. Consult a licensed mortgage professional before making decisions. See full disclaimer

FAQ Library
Strategy•Verified 2026-02-18

What are the key assessment criteria FRFIs consider under B-20?

FRFIs evaluate multiple factors to determine a borrower's creditworthiness and the property's value, with a major focus on the borrower's ability to repay the debt.

Consider a first-time home buyer who initially used a private mortgage due to a thin credit file. When they seek to switch to a FRFI, the bank assesses all criteria rigorously. Here's a brief overview:

Key Points

  • We'll check who you are and your history of paying debts.

  • We'll carefully look at your ability to keep up with your mortgage payments.

  • We'll assess the value of your home to make sure it's enough to cover the mortgage.

  • There's a limit to how long you can take to pay off your mortgage.

Need a Deeper Breakdown?

Read the full research guide this FAQ was derived from for more context and strategy.

Technical Research Verification

Our systems synchronized 3 data points and regulatory frameworks to verify this technical brief.

Read the deeper guide · Strategy

Private Mortgage Exit Strategies in Canada: How to Transition to a Bank Mortgage in 2026

Related Questions

How does the stress test differ for fixed vs. variable in 2026?

Both are stress-tested at the higher of the benchmark (5.25%) or the contract rate + 2%.

Why are 3-year fixed rates dominating the 2026 market?

Borrowers are hesitant to lock in for 5 years at current levels, but find 1-2 year rates too expensive.

Fixed vs. Variable Comparison Table

Fixed locks a 5-year rate with IRD penalty risk; variable floats with prime and typically caps break fees at 3 months interest.

What is the 'IRD' penalty risk for 5-year fixed borrowers?

The Interest Rate Differential (IRD) can cost tens of thousands if you break a fixed mortgage when market rates have dropped.

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