If you work with buyers, owners or the self-employed, your clients ask you mortgage questions. These plain-language guides are free to read, print and share. No signup needed.
Guides by profession
Financing-condition checklist
What a lender needs, and when, so a financing condition doesn't become a last-minute scramble.
Read the checklist →Self-employed mortgage document guide
The documents self-employed clients can prepare in advance so their mortgage file moves faster.
Read the guide →Renewal and switching preparation checklist
Timing, paperwork and questions to settle before a client renews or switches lenders.
Read the checklist →Short educational mortgage Q&A
Straight answers to common first-time questions, ready to share with a group or newsletter.
Read the Q&A →How working together looks
- Use or share any guide as is. They're free.
- If a client needs help, send them my way. I reply the same business day.
- I keep you informed, with the client's consent, so you're never left out of the loop.
I'm happy to adapt any guide for your practice, or run a short session for your team or community group.
These resources are general information, not mortgage, legal, tax or financial advice. Lender requirements, rates and rules change and vary by situation.