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B2B Bank
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      • Borrow to Invest - Investment Loan Calculator
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We make banking work for advisors

Workflows

Submitting business to B2B Bank is really straightforward. We've developed the following workflows to walk you through the process – step by step. And along the way, we include tips, reminders and insights into what you can expect from us.

Loans

  • Investment Loan Workflow – online submissions
  • Investment Loan Workflow – mailed submissions
  • RSP Loan Workflow – online submissions
  • RSP Loan Workflow – PDF manual loan application
  • TFSA Loan Workflow – online submissions
  • TFSA Loan Workflow – PDF manual loan application

Mortgages

  • Mortgages Workflow

Banking Services

  • High Interest Investment Account (HIIA) Workflow
  • High Interest Savings Accounts (HISA) Workflow
  • Unsecured Line of Credit Workflow

GIC Deposits

  • GIC Purchase Workflow – New Accounts
  • GIC Renewal or Purchase Workflow – Existing Accounts

PRODUCTS

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RATES

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TOOLS

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RESOURCES

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BUSINESS
DEVELOPMENT

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KEEP IN TOUCH

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