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 with more than $158 billion in mortgage originations. The company offers diversified services, including residential and commercial mortgages, mortgage protection products, home and auto insurance, and credit cards, in partnership with over 50 lenders such as major banks, credit unions, and private lenders.

As a proud member of the M3 Mortgage Group, the #1 non-bank mortgage originator in Canada, Mortgage Intelligence benefits from a broad range of providers, products, and technology-driven solutions. The organization focuses on positioning mortgage brokers as the consumer’s best ally, driven by a “Technology Driven, Customer Obsessed” philosophy.

Role Description

This full-time Mortgage Agent role is a hybrid position based in the Greater Toronto Area, Canada, with a combination of in-office and work-from-home arrangements.

The Mortgage

Agent will meet with clients to assess their financing needs, provide mortgage advice, and recommend suitable products from a wide range of lender partners. Daily activities include gathering and analyzing client financial information, preparing mortgage applications, submitting files to lenders, and managing the approval and funding process. The role involves building and maintaining relationships with clients, real estate professionals, and lenders,



while staying current on mortgage regulations, market trends, and product offerings.

The Mortgage

Agent will also engage in business development and local marketing initiatives to grow their client base and support long-term relationship management.

Qualifications

If you are new to industry and wants to be mortgage agent and valuable with communications, please also contact too.

For existing candidates these requrements are necessary.

- Strong knowledge of the Mortgage Industry and Mortgages, including Canadian mortgage products, regulations, and market practices.
- Experience in Mortgage Servicing and Mortgage Lending, with the ability to process applications, manage files, and support clients through approval and funding.
- Familiarity with Mortgage Marketing, client acquisition strategies, and relationship-building with referral partners.
- Valid mortgage agent or broker license (or eligibility to obtain) in Ontario, with adherence to all regulatory and compliance requirements.
- Proven customer service and sales skills, with the ability to explain complex financial concepts clearly and build trust with diverse clients.
- Strong analytical, organizational, and time-management abilities, including proficiency with digital tools and CRM or mortgage software systems.
- Comfort working in a hybrid environment in the Greater Toronto Area, with the ability to attend in-person meetings as needed.
- Previous experience in financial services, banking, or real estate is an asset; fluency in additional languages is considered beneficial. See

📌 Mortgage Agent (Toronto)
🏢 Mortgage Intelligence
📍 Toronto