strengthen your foundation
Elevate Your Career with Confidence
Mortgage Broker Fundamentals is a comprehensive, real‑world training program designed to guide new brokers through the entire mortgage process — from finding clients to staying connected long after the deal closes. This course goes far beyond technical instruction: It blends practical skills, real‑life scenarios, professional judgment, and the soft skills that truly set successful brokers apart.
Delivered through a hybrid format, the MBF includes nine hours of live, online instruction from experienced educators Julie Sheremeto and Juliana Mason, plus additional on-demand learning modules to complete at your own pace. Together, these components provide a comprehensive, practical introduction to the full mortgage workflow.
- Wednesday, February 25: 11:00 AM–12:30 PM PT
- Wednesday, March 4: 11:00 AM–2:00 PM PT
- Tuesday, March 10: 11:00 AM–2:00 PM PT
- Thursday, March 19: 12:00 PM–2:00 PM PT
SPECIAL OFFER FOR MEMBERS:
Register by February 25, 2026, & pay just $199!
practical education
Explore the MBF Program Modules
Mortgage Broker Fundamentals is designed to build confidence from first client touch to post‑funding follow‑up.
This practical, scenario‑based program walks new mortgage brokers through the full workflow — from attracting the right clients and structuring files to navigating approvals, disclosures, and long‑term client care. The content is engaging, easy to follow on‑demand, and supported by live online sessions for coaching and Q&A in every core module.
MODULE 1: Connecting and Getting a Client
Learn how to define your niche, craft a compelling personal brand, and generate leads that turn into loyal clients. With a strong focus on authenticity, this module helps brokers use their own experiences to create a business that feels real and relatable.
This is where success begins: By connecting with the right people in the right way!
MODULE 2: Underwriting a Mortgage File
Understand how to analyze a mortgage file with precision. From collecting the right documents to calculating complex qualifying income, this module is packed with checklists and real-world case studies.
This is where you see how to build true credibility with lenders and the ways you can take your business to the next level.
MODULE 3: Approval, Compliance, & Documents
Master the final steps and ensure a seamless client experience. From regulatory forms to cost disclosures, this module covers everything brokers need to protect their reputation and maintain audit-ready files.
This is where you get into how to present mortgage commitments in clear, simple terms and assemble a flawless signing package.
MODULE 4: Staying in Touch (Post-Close)
Discover how to maintain strong client relationships with thoughtful, value-driven communication. From post-closing check-ins to renewal reminders and equity reviews, this module provides the tools you need to stay visible (without feeling pushy).
This is where you learn how to transform one deal into a lifetime of business.
MODULE 5: Building Your Business
Establish a business that feels true to who you are. In this module, brokers learn how to shape a brand rooted in their values, connect with clients in a way that feels natural — not salesy — and create systems that support long term growth.
This is where you learn how to attract the right people for you and stay top of mind through genuine relationships.
BONUS MODULE: The Mortgage Services Act
A concise, easy-to-read orientation to the regulatory landscape — high-level roles, disclosures, record-keeping, fees, and compliance touchpoints — so learners understand how practice ties to legislation.
Note: Informational only and not legal advice. Always refer to current BCFSA guidance and the legislation in force.
for brokers, by brokers
Meet Our Instructors
Juliana Mason
Juliana Mason leads a dynamic team of women in the mortgage industry, where she brings her passion for teaching, problem-solving, and underwriting excellence to every aspect of her work. With a background as a respiratory therapist, she comes from a place of caregiving and compassion, which continues to shape her approach to clients, colleagues, and students alike. With extensive knowledge in underwriting, Juliana is known for navigating and solving a wide variety of complex files. Her smart, brave, and authentic leadership empowers her team of women to thrive and succeed, while she shares her expertise and experience with the next generation of mortgage professionals.
Julie Sheremeto
Julie Sheremeto is a high school math teacher turned mortgage broker! Raised in Mississauga, Ont., she completed her B.Sc. in Atmospheric Science at York University. A move to Ottawa for her B.Ed. quickly turned to 14 years of running a small business and teaching high school mathematics. In 2017, Julie completed the Masters in Mathematics for Teachers (MMT) program at the University of Waterloo. Soon after, she moved to Kelowna, where she began her career in mortgage brokering. She is licensed in both BC and Ontario.
learn with confidence
What Makes the MBF Stand Out?
- It’s built by and for BC brokers, with content grounded in the real workflow of successful professionals across the province.
- It’s packed with real-world examples, templates, and checklists you can start using right away.
- It focuses on soft skills and trust-building — because clients don’t just choose brokers for rates; they choose someone they trust.
- It covers the full career lifecycle, from finding your first client to staying in touch long after closing.
Don’t miss out on the chance to build your skills with practical tools, real‑world scenarios, and guided support. Mortgage Broker Fundamentals gives you everything you need to start strong and grow with confidence. Secure your spot and take the next step in your brokering career.
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