Gestion
What KPIs should a mortgage brokerage actually watch?
Counting how many files closed at month's end tells you nothing about your brokerage's real health. Here are the metrics that actually matter.
• 6 min read
Guides for mortgage brokers.
Concrete explanations of the math, compliance and automation of mortgage brokering in Quebec and Canada.
12 articles
Gestion
Submitting to Multiple Lenders in Parallel Without Losing Track of Deadlines
Three lenders, three different timelines, three condition lists. Here's how to stay in control when a file is submitted to several institutions at once.
• 6 min read
Automatisation
Mortgage Renewals: Stop Losing Them to the Current Lender
Most renewals get settled without the broker even finding out. Here's how to take back control of these files with automated reminders.
• 6 min read
Automatisation
AI for mortgage document extraction: a real time-saver or a data risk?
Manually retyping the numbers from a notice of assessment for the tenth time this week? Here's how AI can do that work without compromising sensitive data.
• 7 min read
Gestion
The Document Chase: How to Stop Running After Your Clients
A missing bank statement, a client who doesn't reply, a stalled file. Here's how to structure document collection so you never lose track again.
• 6 min read
Automatisation
Spotting Refinance Opportunities in Your Own Client Book Instead of Buying Leads
The best source of new refinance files isn't a purchased lead — it's already sitting in your client book. Here's how to find it.
• 6 min read
Investisseur
NOI, Cap Rate, DSCR: How to Present a Profitability Analysis an Investor Will Actually Trust
Real estate investors shop their own numbers before shopping for a broker. Here's how to present an analysis that holds up against their own calculations.
• 8 min read
Calculs
GDS/TDS Ratios: How to Calculate Them Without Getting It Wrong
One missed line in an Excel column, and your TDS ratio quietly crosses the threshold. Here's how GDS/TDS ratios actually work.
• 7 min read
Conformité
5-year document retention (D-9.2, r.19): why a client file can't just live on a laptop
5 years after the last event, not after the file was opened. A nuance that trips up many brokers at inspection time.
• 6 min read
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