Description
Build the practical knowledge and skills you need to navigate the mortgage process with greater confidence.
The Broker Foundation Bundle brings together six essential courses covering key responsibilities mortgage professionals encounter throughout the client and transaction journey. From completing a thorough application and reviewing supporting documentation to understanding mortgage products, preparing clients for closing and navigating important compliance and prepayment considerations, the bundle focuses on knowledge that can be applied directly to day-to-day brokering.
Designed as a practical foundation for newer mortgage professionals — or a refresher for those looking to strengthen their core skills — these courses help bridge the gap between understanding the fundamentals and applying them effectively with real clients and mortgage transactions.
What You'll Gain
By completing the Broker Foundation Bundle, you will strengthen your ability to:
- Conduct more effective borrower conversations and gather the information needed for a complete mortgage application.
- Identify and review supporting documentation for completeness, accuracy and potential concerns.
- Understand common mortgage products and features and how they can affect borrowers.
- Prepare borrowers for the mortgage closing process, including anticipated costs and commitment letter requirements.
- Understand your responsibilities under Canada's Anti-Spam Legislation (CASL) and apply practices that support ongoing compliance.
- Explain prepayment penalties and common calculation methods to clients.
- Apply proactive practices that help borrowers better understand potential mortgage costs and considerations.
- Approach the mortgage transaction with greater practical knowledge and confidence from application through closing.
Total PD Hours: 7.25 hours
- 7.25 PD Hours
- Continuing Education
- Bundle
- English
