Company Description Mortgage Intelligence, together with affiliated company Invis, is one of Canada’s largest national mortgage brokerages, serving clients in every province and in both urban and rural communities. Since 1989, over 680,000 clients have trusted the organization, resulting in more than $158 billion in total mortgage originations across residential and commercial mortgages, insurance products, and credit solutions.

The company partners with over 50 lenders, including major banks, credit unions, trust and insurance companies, and private lenders, to offer a full spectrum of mortgage products and services. As a proud member of M3 Mortgage Group—the #1 non-bank mortgage originator in Canada—Mortgage Intelligence operates within a technology-driven, customer-focused setting that positions brokers as allies to consumers. Professionals joining Mortgage Intelligence become part of a respected national network with strong support, tools, and resources to help Canadians achieve their homeownership goals.

Role Description This is a full-time, on-site Mortgage Agent role based in the Greater Toronto Area, Canada.

The Mortgage

Agent will work directly with clients to assess their financing needs, provide mortgage advice, and recommend suitable products from a wide range of lenders. Daily responsibilities include meeting with prospective and existing clients, collecting and reviewing financial documentation, submitting mortgage applications, and following up with lenders to ensure timely approvals and closings. The role involves maintaining strong relationships with referral partners,



staying informed about market trends and lending guidelines, and ensuring that all activities comply with regulatory and company standards.

The Mortgage

Agent will also contribute to local marketing initiatives, participate in networking events, and use company tools and technology to manage leads, track deals, and deliver a high-quality client experience.

Qualifications

- Strong knowledge of the Mortgage Industry, including current market trends, regulatory requirements, and lender products.
- Experience in Mortgage Lending and Mortgages, with the ability to structure deals, analyze client financial profiles, and recommend appropriate solutions.
- Familiarity with Mortgage Servicing processes, such as documentation, funding, compliance, and post-closing client support.
- Skills in Mortgage Marketing, including building referral networks, participating in local outreach, and leveraging digital tools to grow a client base.
- Valid mortgage agent or broker license in the applicable Canadian province, or eligibility and willingness to obtain one.
- Strong analytical, numerical, and problem-solving abilities, with attention to detail and accuracy in documentation.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in clear, accessible language.
- Proven ability to work in a target-driven environment, manage multiple files simultaneously, and deliver consistent client service.
- Comfort with using CRM systems, mortgage origination platforms, and standard office software; openness to adopting new technologies.
- Previous experience

📌 Mortgage Agent (Greater Toronto Area)
🏢 Mortgage Intelligence
📍 Greater Toronto Area