Account Services Agent

3 weeks ago

Ontario, Canada Precise Mortgage Full time

Precise Mortgage stands out as a boutique brokerage where you matter the most - not just ‘another agent’ amongst hundreds. Currently, we are actively seeking to expand our team by welcoming fully commissioned-independent Mortgage Agents and Mortgage Brokers.We provide:NO DESK FEES and NO ROYALTY FEESCompetitive Commission SplitsOne-On-One Principal Broker support and Underwriting supportEstate of the Art - Plug & Play Client Journey CRM template, packed with automations and workflows to stay on top of your files at all timesPreciseHub Training - A place where you can train and get coaching on the spot. The Hub also displays, in a nutshell, all technology and resources commonly used by Mortgage Agents in our industry.VERICO tools including BrokerBase: E-Marketing & Technology that includes a FREE Website loaded with tools for your clientsSocial Media marketing trainingWeekly Team ZOOM Calls with Training & Accountability Sessions and Q&A Expand your business by growing a Team of your OwnRequirements:An active FSRA Mortgage Agent or Broker license AND a minimum of 1 year in the business OR at least 3 funded dealsIf you’re a Mortgage Specialist or a Mortgage Underwriter with at least 2 years of experience, and you have recently passed the Mortgage Agent course, you are qualified for this jobDisposition to be coached and trainedCommunicate with clients in a professional and friendly mannerWork with internal agents, clients, lenders, and lawyers to satisfy outstanding conditions and ensure all documents are compliant with FSRA guidelinesStay updated on new products, services, procedures, and tools by attending training meetingsKnowledge of FilogixPro and Google Drive is an asset

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