Talk about affordable mortgage payments, not rate

Why the mortgage payment is more important than the rate When shopping for a mortgage, clients are probably looking at rates, not realizing that they should be asking their mortgage broker about payments. Of course, they want the lowest interest rate they can get, but the rate tells them nothing about what they can afford, […]

Smaller broker houses appreciate Bridgewater Bank

Bridgewater Bank is a Canadian Schedule I chartered bank that offers your clients the protections of the big banks but with more personalized customer experience. If you’re a broker who understands everyone’s situation is unique (because life happens) and that every client should be treated as an individual, not a number, we think you’d be […]

Getting client reviews: How to ask customers for reviews

You’ve put together a great mortgage deal and your client is happy. Do you know how to ask your customer for a review? Getting a mortgage is a major financial decision—one that will affect your clients for years to come. As a mortgage broker, you do everything you can to find just the right mortgage […]

What do your clients know about co-signing for a mortgage?

Do you receive questions from clients about co-signing? Do you recommend it to your clients who are struggling to gain an approval? With tighter mortgage qualification rules and high priced real estate in many Canadian cities, the subject may becoming more popular. Check out this article on the benefits and risks of co-signing for a […]

Meet the real Matt Royston

We think our BDMs are pretty great, which is why we want to share their stories with you. We asked our BDM Matt some candid questions about himself to help you get to know him a little better – and like him as much as we do. Meet the real Matt Royston. Son, guitar player, […]

Protect yourself – Think Business Continuity Planning for your brokerage

If disaster struck tomorrow, would your business survive? How would you contact clients and lenders? Could you continue to generate sales and future business? For many small to medium-sized brokerages, a sudden and unexpected interruption in operations could be harmful. It’s the responsibility of every business to stay ahead of the risks and potential crises. […]

Life happens

Life isn’t predictable – regardless of how much planning we do. Major life events can be stressful; they have a huge impact on our day-to-day lives and the ability to get approved for a mortgage. That’s why getting your client’s story is so important. As a broker you want to paint the full and honest picture […]

Use this client’s feedback to secure a referral

While brokers and real estate agents work day after day in familiar worlds, clients only complete mortgage transactions, on average, every seven years. Almost every part of purchasing a home or completing a refinance will feel brand new to them. To help your clients feel at ease, prepare them with a few tips from someone […]

The importance of having an email signature

An email signature is like handing out a business card every time you send an email. From brand recognition to looking professional, a signature can do a lot for you. Don’t fret, there are plenty of free resources you can consult to help you get it right: Gmail signature help Mobile signature help Outlook signature […]