Available Courses

• 1 - Taking a mortgage application

  Teaches you how to confidently gather all the information you need on a mortgage application!

  After completing this module you will know the right questions to ask your clients so you get all the information right the first time! With more confidence in this area, you will find your borrowers are more loyal.

  Online portion: 40 minutes Practical Applications: 90 minutes

• 2 - Reading Credit Reports

  Uncovers what credit reports are really telling you!

  After completing this module, you will know how to decipher credit reports, making it easier for you to recognize and understand the type of file you're dealing with, and choose the right lender and the right product for your clients.

  Online portion: 40 minutes Practical Applications: 30 minutes

• 3 - Supporting Documentation

  Tells you all about the documentation required to get your deals done!

  Imagine not having to go back to your client 3, 4, 5 times for more paperwork. After completing this module you will know exactly what documentation is needed to process your files. Required income and down payment verification details are covered.

  Online portion: 40 minutes Practical Applications: 50 minutes

• 4 - Basic Mortgage Types

  Explains all the mortgage basics you MUST know before talking to your first customer!

  You need to understand the mortgage basics before you begin talking to clients and referral sources! This course will give you a thorough understanding of the basic mortgage types. After completing this module you will be able to confidently advise your clients on the correct mortgage for their needs.

  Online portion: 40 minutes Practical Applications: 30 minutes

• 5 - Specific Mortgage Types

  Gives you the knowledge you need to call yourself a mortgage expert!

  When advising your clients, you must have knowledge of the specific types of mortgages available in market today. After completing this module, you will have a better understanding of specific mortgage products; no money down, cash back, second mortgages, blanket mortgages and more!

  Online portion: 40 minutes Practical Applications: 40 minutes

• 6 - Categorizing Lenders

  Explains the different types of mortgage lending in the Canadian market today!

  We’ve simplified what many new mortgage professionals find very challenging at the start of their careers: understanding all the different lenders out there and what type of lending they do!

  Online portion: 40 minutes Practical Applications: 60 minutes

• 7 - Processing Files

  Shows you how to determine whether or not your client qualifies for a mortgage loan, and how to effectively summarize the deal and assemble an application package.

  An essential piece of the submitting and approval process! After completing this module, you will know what can and can’t be approved, and how to present a complete application package that will be approved fast!

  Online portion: 40 minutes Practical Applications: 60 minutes

• 8 - Agreements and Appraisals

  Shows you how to determine whether or not your client qualifies for a mortgage loan, and how to effectively summarize the deal and assemble an application package.

  An essential piece of the submitting and approval process! After completing this module, you will know what can and can’t be approved, and how to present a complete application package that will be approved fast!

  Online portion: 40 minutes Practical Applications: 60 minutes

• 9 - The Closing Process

  Explains the steps of the closing process and the costs involved so there are no surprises for you or your borrowers!

  There are numerous steps in the mortgage closing process and if you aren’t aware of them you risk your deal collapsing. You also risk frustrated borrowers if they are not made aware of the closing costs they should expect. In this module you will learn the process for successfully closing a mortgage deal and creating satisfied customers.

  Online portion: 40 minutes Practical Applications: 30 minutes

• 10 - Alternative Lending

  Tap into the most profitable lending opportunity there is!

  Thousands of Canadians are looking for alternative mortgage solutions. If you are one of the lucky few that understand how to process and close these profitable deals you will earn more than ever before. This module will give you a strong understanding of the alternative lending market, the players, and the products you need to close more deals!

  Online portion: 40 minutes Practical Applications: 30 minutes

• 11 - Rental and Recreation Properties

  Rev up your revenue by financing rental and recreation properties!

  Rental and recreational property is a market no mortgage professional should overlook! The movement of consumers toward purchasing rental and recreational properties has been gaining momentum over the last several years. This module will help you to understand the financing ins and outs of this profitable market, and will give you some solid marketing strategies you can start using today!

  Online portion: 40 minutes Practical Applications: 30 minutes

• 12 - Self Employed Borrowers

  Learn the secret to tapping into the 20% of Canadians who are self employed!

  If you are looking for a profitable niche, there is none better than self employed borrowers. These busy people are looking for a professional to suggest the mortgage options to their needs. From this module you’ll gain a strong understanding of financial statements, business structures, and financing options available. Self employed borrowers will be lining up at your door!

  Online portion: 40 minutes Practical Applications: 30 minutes