MA - ABW AGENT ONBOARDING RESOURCES


Thank you for partnering with MA - A Better Way!


We are excited to support your business!


Please note your Mortgage Architects Corporate Account Setup is likely still in process and you will be sent an email later to confirm its complete.


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. 


  • -IF YOU ARE AN ONTARIO AGENT:  Alexandra Button will be the person you want to connect with to schedule your Welcome Meeting. Please email her alex@abwmortgage.ca


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. -- IF YOU ARE AN ONTARIO AGENT: Joe Sammut is our Partner and Principal Broker and will be your main point of contact. However Dean, Deryk and Jason are also here for you as needed.


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 listed in the drop-down below require a personal sign-up and/or annual mortgage commitment.  Make sure to view the drop down list that corresponds with your home province. 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.


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.

  • LENDERS - BC & ALBERTA AGENTS

    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.

  • LENDERS - ONTARIO AGENTS

    Lender Onboarding Contacts


    Scotiabank: Complete the attached form, sign with ink, and reach out to Joe at joe@abwmortgage.ca to discuss Scotia onboarding. Scotia requires a minimum funded volume commitment, and the first file must close within 120 days of sign-up.


    • RMG: Contact Scott Carroll at scott.carroll@rmgmortgages.ca.
    • TD: Email td.brokerrsmont@td.com to notify and register.
    • Manulife Bank: Contact Robert DiPaolo at robert_dipaolo@manulife.ca.
    • MCAP: Contact Alex Bruce at alex.bruce@mcap.com.
    • First National: Contact Josie Biase at josie.biase@firstnational.ca. Online sign-up CLICK HERE. 
    • RFA: Contact Donna Rachel at donna.rachel@rfamortgages.ca.
    • Home Trust: Contact Mike Pisani at mike.pisani@hometrust.ca.
    • CMLS: Contact Charan GK at charan.gk@cmls.ca.
    • Radius: Contact Erika Fikkert at erica.fikkert@radiusfinancial.ca. Online sign-up CLICK HERE.

    You have access to all other lenders without the need for re-registration. If you run into any issues, please contact Alexandra at alex@abwmortgage.ca.


    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

When it is time to do your first payroll, there are resources to help. The Workbench guide attached is helpful. We want to make payroll and compliance easy so if we can help please reach out!     

Also, the following link for optional context is a Zoom recording covers of Payroll as well as an overview of MA LINK (referenced above):

MA LINK RECORDING LINK 

WATCH 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 @ mppsupport@manulife.ca 


ONTARIO ONLY - Client Engagement Letter

Please see the attached Client Engagement Letter (CLICK HERE). This document must be signed by all borrowers prior to any credit being pulled. Your file will not pass compliance without it. Please fill in your contact information in the bottom section and save it as a PDF. The contact section must include your name, title, licensing level, brokerage name, brokerage number, address, phone and email.


  • EXAMPLE:                     
  • Joe Sammut
  • Principal Broker – M08004805
  • Mortgage Architects – A Better Way
  • Brokerage # 13660
  • 94 Broadway, Orangeville ON, L9W 1J9
  • 888-575-4403    joesammut@mortgagegate.ca



A BETTER WAY TEAM CALLS (NATIONAL):

 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. 

A BETTER WAY TEAM CALLS (ONT):

We host team Lender Presentations via Zoom every Wednesday at 10 am EST. 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. There are also calls hosted by our BC and Alberta partners on Tuesdays at 2pm EST. You will receive email communication regarding these as well!


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