Advise Ontario homeowners and buyers on purchases, renewals, refinances and equity lending, and take each file from first call to funding.
Responsibilities Respond to inbound enquiries and applications from lendmax.ca, by phone and online, the same business day
Interview clients to understand income, credit, property and goals, and collect a complete document package
Analyse each file and use IntelliRate to compare lenders, products and total cost — not only the rate
Present explicit options, explain the trade-offs in plain language, and prepare the required disclosure
Submit applications to lenders, negotiate conditions, and manage the file through approval and funding
Keep the CRM current with notes, stages and next steps on every file
Stay in touch after funding and bring clients back at renewal, refinance or their next purchase




Work within FSRA requirements and the brokerage's compliance, privacy and anti-money-laundering policies
Requirements A minimum of 2 years' experience in sales, banking or a call-centre environment
An active FSRA Mortgage Agent Level 1 licence or higher, held in good standing
Comfortable on the phone all day, and able to build trust quickly
Organised with numbers and documents; able to read a credit report, pay stub and T4
Working knowledge of residential lending — insured, conventional, alternative and private
Confident with technology: CRM, online applications and lender portals

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📌 Mortgage Agent (Manitoba)
🏢 Lendmax
📍 Manitoba