More sales, less paperwork. With EASE, our online investment and RSP loan application, you can enter, save, print, and submit loans on behalf of your clients. And it's fast! Within seconds, you'll receive a status of your submitted application. You get more with EASE.
Benefits of EASE
- Save time with straightforward navigation and pre-populated forms
- Reduce paperwork and avoid delays due to missing information or unclear handwriting
- Receive an application status email within seconds of submitting an application
- Track and monitor the status of your clients' loan applications
- Generate several types of reports to help you manage your business
- Access all loans whether the applications are submitted on paper or through other EASE entry points
- One access code and password* gets you in and allows you to apply for any of our loan programs
- All applications can be submitted in one session so there's no need to log-in more than once
Loan Programs available on EASE
B2B Bank Standard Loan Program
Apply for mutual fund investment loans and RSP loans at B2B Bank standard rates. For investment loans, this program allows for eligible multi-fund investments, with the largest variety of mutual funds.
B2B Bank Select Loan Program
Available for mutual fund investment loans only. Submit a single application for eligible mutual funds from multiple B2B Bank alliances and receive discounted pricing. Offer your clients better rates and greater portfolio diversification.
B2B Bank Distribution Alliance Loan Program
This program is available for mutual and segregated fund investment loans and RSP loans. For investment loans, offer your clients preferred rates with the convenience of investing within the same family of funds offered by one Distribution Alliance.
Getting started with EASE is fast and easy
To register online:
- Click here and complete the enrollment page.
- You will receive an email confirming that you have been activated on EASE. Remember your access code and password for future use.
EASE Application Workflow
Submitting a loan application on EASE is quite simple. Just follow the steps in the following application workflows:
Investment Loan Workflow – online submissions
RSP Loan Workflow – online submissions
* A separate access code is required for each Dealer-Rep code.