The maturity date of your mortgage is fast approaching. The maturity of your mortgage gives you an opportunity to review your financial situation and make some decisions based on your financial...
Crafting a mortgage file for submission is an art, but did you know that your submission notes can be one of the most important parts of your deal? Thorough broker notes can lead to speedier...
The day-to-day life at a mortgage brokerage can be fast paced at the best of times. Once a last-minute purchase or urgent refinance is added to that mix, the pace can threaten to become hectic....
In addition to obtaining advice from your financial advisor, performing your own due diligence is a first step to investing. Beyond the Mortgage Investment Corporation's (MIC) own publicly...
Client Interviewing Tips Starting out as a new Mortgage Agent, there is a lot of new information to take in and new processes to get used to. Learning how to conduct a thorough client interview...
You’ve met with your client. You’ve done a thorough job of asking open-ended questions, probing for explanations, and understanding any unique challenges of their situation. You write up the deal,...
In the process of interviewing a client, you've discovered some challenges with their application. You recognize that something about the application either doesn’t add up or requires further...