Mortgage Advisor Commissioned with leads

Homewise is adding New and Experience Mortgage Agents/Brokers (Commissioned) to join our sales team

At Homewise, we're simplifying and improving the mortgage process in Canada with industry leading technology and a seamless operational approach. As a licensed brokerage nationwide, we handle the heavy lifting with lenders, so you can focus on delivering exceptional service and growing your business.

Why Join Homewise?

• Industry Recognition: Nominated as Top New Brokerage of the Year, we're one of Canada's fastest-growing independent brokerages.
• Inbound Leads: Receive qualified, high-quality leads to increase your annual revenue and take your business to the next level.
• Amazing Lender Access and Low Rates: Work with over 30 leading lenders and financial institutions, giving you the tools to close more deals with better rates and options for your clients. (Prime A, B and Private)
• Support to Succeed: From robust training to hands-on guidance from our VP of Mortgage Sales, we invest in your growth.
• Top-Tier Technology: Our intuitive CRM and online application platform streamline client management, helping you track leads, close deals efficiently, and grow your business.
• Teamwork and Growth: Join a collaborative team that values innovation, success, and personal growth.

Is this right for you?

• Are you an experienced mortgage agent or broker seeking a fresh start with a company that provides the leads and tools to help you thrive? And/or looking to grow a team?
• Are you excited about leveraging technology to deliver an exceptional client experience?
• Are you passionate about making a real difference at a fast-growing, innovative brokerage?

If this sounds like you, discover why Homewise is truly unique and how we can help you grow your business while simplifying the mortgage journey for your clients.

What we are looking for:

• Sales-Focused and Client-Centered: You're driven to close deals while delivering exceptional advice that builds long-term client relationships.
• Experienced in Mortgages: You have experience with mortgage documentation and loan fulfillment in a financial institution.
• Compliance-Minded: You ensure adherence to Homewise Policies and Procedures as part of our governance practices.
• Organized and Self-Motivated: You thrive under deadlines, stay organized, and manage multiple tasks with attention to detail.
• Tech-Savvy: You're comfortable working in a paperless, fully digital environment.
• Customer-Obsessed: You're dedicated to delivering outstanding service and always putting our clients first.

Responsibilities:

• Taking inbound leads & making outbound calls, online, by phone, or in person and converting them to closed mortgage applications (you will receive an average of 2-3 leads per day)
• Driving your own self-sourced mortgage clients
• Ensure a smooth mortgage application process for clients, provide insight and thought to continuously improve the customer experience, handling customer complaints, should they arise
• Submit to Lawyers and Lenders
• Ensure all lender conditions are met prior to closing to the closing date
• Data entry into Filogix Expert and in the Homewise Relationship Manager, and other systems of our digital platform.
• Maintaining your Certified Mortgage Agent designation (a must) based on your province of residence

Requirements:

• Excellent digital environment skills. We mean by that you are very good with computers and office software packages (by the way, let us know if you are a touch typist). You need to know Filogix Expert
• Mortgage underwriting (asset)
• Mortgage sales experience
• Self-motivated
• Analytical: You can break down complex situations and provide solutions
• Resourceful: Not to be a know it all but you will get the answers
• Proactive: You enjoy being busy and productive throughout the day as this is a fast-paced environment
• Positive attitude: We have a great team culture and so the candidate must be of this same mindset

Experience:

• Mortgage Sales Agent/Advisor: 2 years (preferred)

Schedule:

• Contract role, so time is managed by Advisor. However, provided leads are expected to have a Full Time approach.

Perks:

• Remote role, with the option to go into the office. With some in office team meetings and events.
• Being part of a growing team with strong career progression opportunities
• Access to lenders, team events, in-house real estate team.

Compensation:

• Percentage split will be provided with offer but this is a commissioned role with no base salary