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About the role
- Associate Mortgage Broker responsible for automating workflows and offering dedicated support to clients. Delivering a seamless mortgage brokerage experience while leveraging advanced technology solutions.
Responsibilities
- Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again.
- Automate Your Workflow: Our system automates the most time-consuming tasks, including: Nurturing your client pipeline and identifying new opportunities; Guiding clients step-by-step through their application; Integrating Equifax soft credit checks; Automatically requesting the correct documents from clients; Handling compliance and FINTRAC reporting.
- Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business.
- Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.
Requirements
- Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads.
- Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Associate Mortgage Broker or as an Mortgage Advisor at a bank or credit union.
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