Mortgages Workflow

Follow these steps:


Assess your client’s needs and financial situation to determine which mortgage option is right for them.

Review our suite of mortgages or contact the Business Development Manager in your region.


Get instant valuation of your clients’ property with RPS

  1. Log into RPS Access at
  2. Click “Create order”.
  3. Enter the property, mortgage, appraisal and payment details.

Once submitted, you’ll instantly receive one of three outcomes: Purchase, Refinance or Not Successful.

Should you have any questions about ordering a report, please contact RPS directly at 1-866-545-7555 or


Submit an application electronically.

Ensure that the application is signed by your client(s) before submitting it electronically.

If purchase:

  • Offer to purchase
  • MLS listing with picture

We will review the application and provide a credit decision using the same system through which the application was submitted.


If approved:

  • We will notify you and provide the conditions of the approval.
  • Have your client(s) sign the approval and meet the conditions.
  • Your client(s) will need to supply us with:
  • A signed application.
  • Employment documentation as stated in the commitment letter/letter of approval.
  • Written confirmation of down payment (if applicable).
  • Lawyer’s name, address, fax and telephone numbers.
  • Other documentation as required.
  • These documents should be faxed to our Mortgage Broker Centre at 1‑877‑812‑8839.
  • Once conditions are met, we will instruct the solicitor through First Canadian Title.

If declined, we will contact you with the reason why the application was declined.

The use and content of the through Real Property Solutions (RPS) Automated Valuation Model (AVM) tool should be used for informational purposes only. B2B Bank does not guarantee the accuracy of information shown and is not responsible for any consequences of the use of the RPS AVM tool.

1A Fee to request an RPS AVM report will be charged. The Fee to use the service is not a B2B Bank fee and the fee may vary depending on the report requested.