Lender & File Resources

Lender Rate Sheets and Resources

Mortgage Fraud Checklist

Rookie & Intermediate Agent Lender Sheet

National A-Lending Partners

National B-Lending Partners

Documents Required

Submission Note Template

File Tracking Resource

Overview: Document Index

Reviewing Files Checklist

Pre-Approvals

Pre-approval letter sample

Confirmation of Lender Conditions Satisfied

Risks of Firm Offers

Rookie & Intermediate Agents

Submission Coach Intake Form

Purchase Down Payment Summary

Self-Employed Discovery Call & Income Planning

Pro Agents

Deal Desk File Intake Form

Deal Desk Process

BC Commercial Team Referral

For other provinces, email Ask@BRXmortgage.com for a referral

Appraisal Services

Lender Spotlight & FINMO

Login: https://lenderspotlight.ca/login

We recommend you Book a Demo with Lendesk when you are getting started. If you have questions or challenges use the Finmo live chat. They have excellent customer service

Training and Webinar Recordings

How to Upload Required Documents, Generate MPP Form, and add Mortgage Details for Compliance