Part 6 · Borrower, Property and Specialized Financing Pathways

Chapter 40Bridge Financing

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What bridge financing is

Bridge financing is short-term financing used to cover a temporary gap between two transactions or financing events.

The most common residential example occurs when:

The buyer has purchased a new home

The current home has been sold

The new purchase closes before the old sale

Equity from the sale is therefore temporarily unavailable

The bridge loan advances part of the expected net sale equity and is repaid when the sale closes.

TD’s current public bridge-financing description is one named-lender example: it treats the loan as short-term financing between the purchase and sale closings and requires sale and purchase agreements together with approval for the new TD mortgage or secured plan. Its standard public product describes terms generally up to 90 days, although lender policies and exceptions vary.

Classification: Named-lender policy and common lender practice.

Named source: TD Canada Trust.

Current status: Accessed July 23, 2026.

Material qualification: There is no universal 90-day Canadian bridge-loan rule.

Purchase before sale versus sale before purchase

Subsection — Purchase closes before sale

Bridge financing may cover the down payment or closing shortfall until the sale proceeds arrive.

Subsection — Sale closes before purchase

Traditional bridge financing may not be required because the sale proceeds are available first.

The borrower may instead need:

Temporary accommodation

Storage

Deposit planning

Short-term investment of sale proceeds

Protection against a delayed purchase

A bridge loan solves a funding timing problem—not an occupancy problem.

Firm sale requirement

Many institutional bridge products require a firm sale agreement, meaning the sale conditions have been waived or fulfilled.

The firm sale provides:

Identified buyer

Sale price

Closing date

Expected repayment source

Direction of sale proceeds

As a current named-lender example, TD’s broker policy requires firm purchase and sale agreements with applicable waivers, income confirmation, a current mortgage statement and prior approval of the new TD mortgage. It also directs sale proceeds through the lawyer to repay the bridge.

Classification: Named-lender policy.

Source: TD Broker Services Information Kit, updated July 6, 2026.

Material qualification: Other banks, credit unions and private lenders may use different term, security and sale-status requirements.

How the bridge amount is determined

The lender usually begins with estimated net sale equity.

Formula

Estimated net sale equity = Sale price − Existing mortgage payout − Secured debts − Selling and closing costs

The bridge is then limited by:

Required down payment

Expected net equity

Lender maximum

Security

Borrower qualification

Sale and purchase dates

Worked bridge example

Assumptions

Current home sale price: $900,000

Existing mortgage payout: $500,000

Estimated realtor, legal and closing costs: $45,000

Additional funds required for the new purchase: $250,000

Bridge term: 45 days

Illustrative annual bridge rate: 8.20%

Bridge fee: $500

No sale delay

Figures are illustrative

Variables

SP = Sale price

MP = Mortgage payout

SC = Selling costs

NSE = Net sale equity

BL = Bridge loan

R = Annual interest rate

D = Number of days

BI = Bridge interest

Net sale equity

NSE = Sale price − Mortgage payout − Selling costs

NSE = $900,000 − $500,000 − $45,000

NSE = $355,000

The borrower needs only $250,000, so the illustrative bridge is:

BL = $250,000

Interest

Bridge interest = Bridge loan × Annual rate × Days ÷ 365

BI = $250,000 × 8.20% × 45 ÷ 365

BI = approximately $2,527.40

Total illustrative bridge cost

Total cost = Interest + Fee

Total cost = $2,527.40 + $500

Total cost = $3,027.40

Result

The expected sale equity supports the $250,000 bridge, with an illustrative 45-day cost of approximately $3,027.

Interpretation

The bridge remains workable only if:

The sale closes as agreed

The payout and costs remain accurate

No new lien or claim reduces sale proceeds

The lawyer directs sufficient funds to the bridge lender

Bridge financing compared with other structures

ProductBest suited toRepayment sourceMain distinction
Institutional bridge loanFirm sale closing after new purchaseExisting home sale proceedsShort, defined timing gap
Private bridge mortgageNo ordinary bridge program fits, sale is not firm, or another temporary event is expectedSale, refinance, construction completion or other documented eventBroader use but higher cost and greater exit risk
HELOCFunds needed before a sale where borrower qualifies and line already existsBorrower repayment or saleRevolving and not tied to one closing
RefinanceLonger-term equity needAmortizing mortgage paymentsPermanent restructuring, not merely timing
Second mortgageExisting first mortgage should remainRefinance, income or saleSeparate registered debt rather than sale-linked bridge
Open mortgageShort expected holding period without a firm saleFuture sale or refinanceFull mortgage product with flexible repayment
Builder-closing bridgeFirm purchase must close before suitable long-term mortgage is readyB-lender or A-lender refinanceSolves financing-readiness gap rather than sale-date gap

Institutional bridge versus private bridge

An institutional bridge usually has a clearly identified firm sale and a short period between two closing dates.

A private bridge may be used where:

Current property is not yet sold

Firm sale does not meet the bank’s criteria

Required term exceeds institutional policy

Borrower does not qualify for the bank’s new mortgage

Builder purchase must close immediately

Commercial due diligence cannot be completed in time

Foreign income or credit prevents ordinary approval

Construction must be completed before refinancing

The word “bridge” describes intended use. It does not reduce the risk of a private mortgage.

What the underwriter is thinking

The bridge underwriter is asking:

What exact gap is being bridged?

What is the repayment event?

Is the sale firm?

Are sale and purchase parties consistent?

What is the expected net sale equity?

What liens must be paid?

What if the sale is delayed?

What if the buyer defaults?

Can the borrower carry both homes?

Is the new mortgage fully approved?

Does the bridge term provide enough time?

Is a bridge loan more suitable than a refinance or HELOC?

Risks

Subsection — Sale delay

Interest continues until repayment. A delayed sale may also produce:

Extension fee

Higher rate

Additional legal cost

Overlapping property expenses

Need for lender consent

Subsection — Sale failure

Where the buyer fails to close, the borrower may be left with:

Two properties

Two mortgage structures

Bridge balance

Litigation

Need to relist

Lower eventual price

Subsection — Insufficient net proceeds

The sale price is not the same as available equity.

Deductions can include:

First mortgage

HELOC

Second mortgage

Penalty

Realtor commission

HST on commission

Legal fees

Property-tax adjustment

Judgment or lien

Bridge interest and fees

Subsection — Delayed new-mortgage funding

A bridge is often dependent on the new mortgage funding. In TD’s named policy, for example, the bridge is not advanced until the TD mortgage or Home Equity FlexLine advances.

Subsection — Term mismatch

A loan designed for 30 or 60 days may become unsuitable if the repayment event realistically requires six months.

Bridge decision tree

Borrower needs funds temporarily

Is the current home firmly sold and closing after the new purchase?

Yes → Review institutional bridge loan.

No → Continue.

Does the borrower already have an available HELOC or refinance capacity?

Yes → Compare cost, penalty and flexibility.

No → Continue.

Is the repayment event a sale, refinance, construction completion or documented payment?

No → The need may not be bridge financing.

Yes → Continue.

Can an alternative lender complete the transaction within the deadline?

Yes → Compare the alternative mortgage with a private bridge.

No → Continue.

Does private financing have sufficient equity, payment capacity and a tested exit?

No → Consider extension, renegotiation, sale or another solution.

Yes → Structure the shortest suitable bridge with a contingency plan.

HopeWell case studies

London builder purchase: six-month alternative bridge to B lending

London clients approached with approximately five days remaining before a builder closing.

The husband was a truck driver with low traditionally verifiable income, and the wife was not working. A-lender financing was unavailable, while the builder demanded a substantial fee for an extension.

A six-month alternative-lender mortgage closed the purchase. The mortgage was not treated as the final structure.

The exit was prepared through a B-lender stated-income program supported by twelve months of bank statements.

The underwriting lesson: A rush bridge should buy time for an already identified documentation-based exit, not merely move the closing crisis six months forward.

Whitby builder closing with foreign income and Canadian credit problems

Whitby buyers approached approximately four days before closing.

The borrower had strong, verifiable UAE income, but:

Canadian credit history was limited

Collections were present

Approximately 80% LTV was required

A and B lenders did not accept the combined risk within the timeline

A private first mortgage completed the purchase as a one-year bridge.

The exit plan required:

Paying collections

Strengthening Canadian credit

Maintaining mortgage payments

Reassessing institutional refinancing

The underwriting lesson: Strong foreign income does not eliminate Canadian credit and LTV risk. A private closing bridge is suitable only where the borrower immediately works on the issues preventing institutional approval.

Brampton commercial closing with eight business days remaining

A Brampton business owner had eight business days remaining to close a commercial unit purchase.

The file still required:

Commercial appraisal

Phase I Environmental Site Assessment

Property-use review

Lender underwriting

A private commercial mortgage closed the purchase after the appraisal and environmental report were expedited. The longer-term plan was institutional commercial refinancing after the emergency timeline had passed.

The underwriting lesson: In an urgent commercial bridge, identifying and completing the critical due-diligence reports can be more important than broad rate shopping.

Pattern we see

Many transactions described as “bridge financing” are not ordinary sale-to-purchase bridges.

They may actually be:

Builder-closing rescue

Private purchase mortgage

Construction completion loan

Short-term commercial mortgage

Equity takeout pending an asset sale

Temporary second mortgage

Using the correct label matters because each structure has different qualification, security, cost and exit risk.

Common reasons files fail

Existing home sale is not firm

Sale agreement contains unresolved conditions

Net sale equity is overstated

Existing HELOC or lien is omitted

New mortgage is not fully approved

Bridge application begins too late

Purchase and sale parties do not match lender policy

Sale closing is delayed beyond the bridge term

Borrower cannot carry overlapping property expenses

Property sale fails

Builder extension cost was not compared with bridge cost

Private bridge has no institutional exit

Borrower assumes the lender will automatically extend the loan

Lawyer does not receive instructions in time

Important warning

A firm sale substantially improves repayment certainty, but it does not eliminate bridge risk.

A buyer may fail to close, litigation may follow and the property may need to be sold again. The borrower should understand the contingency plan before relying on sale proceeds that have not yet been received.

If You Remember Only Three Things

Traditional bridge financing solves a short timing gap between a firm sale and an earlier purchase closing.

A builder-closing or private bridge is a different and generally higher-risk transaction.

Every bridge should identify the repayment event, net proceeds, delay contingency and maximum realistic term before funding.