Mortgages Workflow

Follow these steps:

1

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.

2

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
3

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

4

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.