DLC - ABW AGENT ONBOARDING RESOURCES


Thank you for partnering with DLC - A Better Way!


We are excited to support your business!


There is a lot of information here so feel free to focus on what you deem most important in the early days.  Save the email  you just received which outlines all of this information and come back to review all required links and information.


Danny Duong or Chris Pughe our Broker Relationship Managers are available to do a Zoom or a call with you to review in more detail and chart the next steps. One of them have already been in touch with you via email to schedule this welcome call. 


IMPORTANT - Please make sure to watch the ABW Intranet Recording before your Welcome Call. You can find that video here: ABW AGENT INTRANET TUTORIAL



Your main point of contact will be Dean Lawton, Deryk Williamson and Jason Marshall the Managing Partners of A Better Way. They are here to support you and your business so please do not hesitate to contact them directly with any questions moving forward.


SUBMISSION PLATFORMS (Velocity)

We have included your Velocity log-in codes which includes an online application, secure document portal & more in the Welcome Email (Part 1) that you have already received. REMINDER to save this email for future reference.


EQUIFAX Information:

We have included your Equifax Information in the Welcome Email (Part 1) that you have already received. REMINDER to save this email for future reference.


Data Transfer/Letter of Direction Forms  (for Existing Brokers) are attached if you would like to have your previous clients files transferred to ABW this will require your previous brokerage to authorize and sign off on the transfer. Please discuss with your Onboarding Specialist (Noted Above) on your call.

  • Download the Velocity Letter of Direction Form - CLICK HERE
  • Download the Expert Letter of Direction Form - CLICK HERE


LENDERS

A Better Way has top-tier lender access which means you will have access to top compensation and underwriters. The following lenders require a personal sign-up and/or annual mortgage commitment.  This sign-up process can take some time so if you intend to use any of these lenders start the process sooner to avoid delays and client impact. To ensure you have correct up to date contact information for each of the lenders listed below and all other lenders be sure to view the Lender Contact Sheet on the ABW Agent Intranet HERE.


  • Scotia Bank: Please discuss this with Dean Lawton, he can be reached at dean@abwmortgage.ca. Scotia does have a minimum commitment of 5 million in funded volume per year with Scotia Bank and your first file must close within 120 days of sign-up.
  • TD Bank
  • Manulife Bank
  • RMG
  • MCAP
  • First National 
  • RFA
  • Home Trust
  • Community Trust
  • Radius


You have access to all other lenders without having to sign up.  Reminder you can access our most up-to-date Lender Contact list here.


Appraisals:
While some lenders permit direct appraisal orders, many require the use of third-party platforms such as Solidifi, NAS, or RPS. You are welcome to choose the provider that best suits your business needs. We recommend setting up your accounts with these providers as early as possible. To get started, please contact the representatives listed below.

Solidifi - Irena Sakic

Vice President, Business Development 

M. 778 228 9976

E. isakic@solidifi.com


NAS - Patrick Ardies

Regional Vice President

D. 1.888.477.9776 Ext.55238

M: 604.417.7130

E. Patrick.Ardies@nationwideappraisals.com


RPS - Amy Webb

Senior National Account Executive, Broker Solutions

M:  437-326-8739

E: amy.webb@rpsrealsolutions.com



PAYROLL and COMPLIANCE

In the next two weeks, you will receive an invite to your Dropbox folder from info@abwm.ca. The folder will consist of Compliance 2024 and Payroll 2024. 

When it is time to process your FIRST PAYROLL you will upload the required documents to your Dropbox compliance file and complete the payroll checklist electronically here.


 

INSURANCE

Our Brokerage compliance requires you to offer MPP Creditor Insurance through Manulife. MPP will reach out to you to discuss the setup or transfer process. If you have yet to hear from them within two weeks please reach out directly to MPP Support @ support@brokersupportcentre.com


A BETTER WAY TEAM CALLS

 We host team Lender Presentations via Zoom every Tuesday at 11 am PST. The calls are 30 minutes (sometimes having two lenders back to back) and are also recorded and uploaded to the ABW Agent Intranet. Weekly reminder emails are sent out confirming the lender and Zoom login credentials.


DLC BROKER ORIENTATION MANUAL:

You can access the Dominion Lending Centres Broker Orientation Guide below. It's an excellent resource for gaining a comprehensive understanding of the value the network offers. CLICK HERE

 


Thank you once again for choosing ABW Mortgage Group. We look forward to working with you.