Management Essentials Course

Title: Management Essentials Course
Location: Delivered in an Interactive Zoom Environment
Start date: 09 August, 2022
Cost:$375.00 for members or $650.00 for non-members


The Management Essentials Course is aimed at submortgage brokers who aspire to become managers in the future. It is equally well suited for professionals who have recently taken on management responsibilities at their brokerage and would like to enhance their knowledge.

This course will help prepare students for success by reviewing the responsibilities of the brokerage’s Designated Individual and by providing practical insights that all managing brokers should know.

Note: The course material is divided into two morning sessions, delivered via an interactive online learning platform. Participants must attend both sessions in order to receive their Management Essentials Course completion certificate.

August 9 & 11 from 9:00AM-1:00PM

Enrollment Fees: $375 + GST for members; $650 + GST for non-members

More info: additional course details are described below. You can also contact our office for assistance by phone at 604-408-9989 or email at


Dustan Woodhouse
  • President of Mortgage Architects
  • Author of Be the Better Broker
Christine Buemann
  • Co-Owner and Mortgage Broker at The Collective Mortgage Group
  • Director BC Northern Real Estate Board
Bob Matick
  • Broker Relations Manager at Dominion Lending Centres Fanson Capital Mortgages
Deb White
  • Owner of White House Mortgages
  • President of CMBA-BC
Ray Basi
  • CMBA-BC Director of Education and Policy


Role Definitions
Mortgage Broker
Submortgage Broker
Unlicensed Assistant

Hiring Responsibilities
Reference Checks
Criminal Record Checks
Credit Checks

Contractual Obligations
Employment Contracts
Branch and Home Offices
Individuals and Corporations
Potential Liabilities

Management Responsibilities
Your Responsibility
Credit Reports
File Management
Fraud Awareness
Trust Accounts
Management Tips

Disclosure Requirements
BPCPA Cost of Credit Disclosure Form
Criminal rate
Form 9
Form 10


What other students have said about this course:

Marion Logan, Invis

This was an eye opening course that advised you of all your responsibilities as a brokerage owner. The course material is also a great resource to refer back to when needed.

Mark Lang, Bastian Capital Partners

Very informative. This course provided me with a lot of clarity on issues that I’ve been trying to find a definitive answer for.

Dorothy Bried, Invis

After taking this course, I feel a lot more confident in my ability to move forward in preparing contracts and managing brokers.