Mortgage Broker Fundamentals Part 1: Underwriting and Submitting for Approval – May

Title: Mortgage Broker Fundamentals Part 1: Underwriting and Submit
Location: Delivered in an interactive Zoom environment
Start date: 07 May, 2024
Cost:$279.00 for members or $329.00 for non-members

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About this course: 

The Mortgage Broker Fundamentals – Practical Applications Course is a class for new or aspiring brokers, and for persons who manage them. It provides practical knowledge and skills needed to function as a mortgage broker.

The course is split into two parts, the first part concerns practical matters a mortgage broker needs to know to operate in the field while the second addresses brokering practice requirements. The first part will make you a better and hopefully more successful broker. It will support what it takes for a broker to earn income. The second will protect you by better ensuring you are entitled to continue as a broker and to keep the income you earn. It will help keep you out of trouble with your clients, the regulator, and the courts.

The course is taught by a variety of senior brokers, experts, and others with considerable knowledge of the topics they address. It is better that a student learns from a variety of perspectives and hears a variety of knowledgeable voices.

Format: Interactive Online Class
Dates: Tuesdays and Thursdays from 9:00AM-1:00PM on May 7, 9, 14 & 16.
Enrollment fees: $279 +GST for members; $329 +GST for non-members.

Part 1 includes:

  • an overview of the mortgage application process
  • an examination of underwriting parameters (including the stress test)
  • a discussion of required income documentation (obtaining and reviewing)
  • a review of credit reports (obtaining and reviewing)
  • a review of price and valuation documents (obtaining and reviewing)
  • a discussion of how to underwrite for approval
  • a discussion of what to do after approval is obtained
  • a discussion of high ratio mortgage qualifications and requirements
  • an examination of a private mortgage alternative to high ratio financing
  • a review of common application submission platforms including Lendesk, Newton Velocity, and Finastra
  • a review of client retainer agreements
  • a review of how to terminate a client
  • a discussion of how to shop a deal
  • an examination of title insurance

Course Instructors:

  • Dustan Woodhouse | President at Mortgage Architects
  • Geoff Parkin | CEO at Select Mortgage Corp.
  • Tricia McIntosh | Team Lead/Mortgage Broker at McIntosh Mortgage Group
  • Rebecca Casey | Designated Individual at Origin – Custom Coast Mortgages Inc.
  • Camilo Rodriguez | Designated Individual at MortgagesLab Financial Inc.
  • John Ribalkin | Designated Individual at The Nova Team Mortgage Consultants
  • Jane Wakelyn | Mortgage Broker at Dominion Lending Centres White House Mortgages Inc.
  • Teague Brinkworth | Designated Individual at Mortgage West – The Mortgage Centre
  • Ray Basi | CMBA-BC Director of Education and Policy
  • Eric Poblete | National Director (Solutions: Mortgage & Housing) of Equifax
  • Dan Jones | Coordinator/President of Campbell & Pound Real Estate Appraisals and Advisors
  • Ryan Spence | Principal, Broker Channel Development of Filogix (A Finastra Company)
  • Jeff Brown | Vice-President (Credit Union Sales and Strategy) of First Canadian Title Insurance Co. Ltd.
  • Michael Masters | Training Specialist at Newton Connectivity Systems

Thank you to Our Sponsors

Reviews from students who recently took this course:

The speakers were extremely organized, open to questions, and very helpfulI will definitely be interested in participating in future courses & webinars. Well worth the cost to attend.

Past Student

It was great being able to connect with the various speakers. It was great to have actual brokers come in and speak.

Past Student
Discovering the mortgage broker course was a game-changer; I only wished I had known about it earlier. Nonetheless, I firmly believe that this comprehensive course should be a mandatory requirement for all newcomers entering the industry. The unparalleled access to industry leaders and their insights was an exceptional experience that left me empowered and ready to tackle challenges. I know CMBABC will be an instrumental part of my future success. For that, I am forever grateful!
Gabriel Ibarra, BRX Mortgage Delta, BC

Questions? Please contact Ray Basi at

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