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