Mortgage Broker / Agent Registration
Brokerage Information
Business Name
Business Address
Telephone Number
Principal Broker or Broker of Record
Is your company associated with a national brokerage network?
Axiom – National Association of Independent Brokers
Broker Financial Group
Centum Financial Group
CIMBC - Coalition of Independent Mortgage Brokers of Canada
Dominion Lending Centres
Invis
Mortgage Intelligence
Mortgage Architects
Mortgage Centre Canada
Multi-Prêts
Planiprêt
The Mortgage Alliance
TMG The Mortgage Group
Verico Canada
Other
Independent
Brokerage License # (as required)
City
Province
Select an option
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Northwest Territories
Nunavut
Yukon
Postal Code
Fax Number
Years Business Has Been In Operation
Pooling To (If Applicable)
Agent/Broker Information
First Name
Last Name
Business Address (if different than above)
Telephone Number
Email
By entering my email, I acknowledge that in doing business with First National, it requires that I communicate electronically with First National (e.g. e-mail, Merlin) and consent to this method of communication. I understand that I can withdraw my consent at any time.
Years as a Mortgage Broker/Agent
Select an option
0-6 Months
6 Months - 1 Year
1-2 Years
2-5 Years
5-10 Years
More than 10 Years
Memberships
CAAMP
IMBA
AMBA
MBABC
Other (Specify)
Mortgage System Technology
FILOGIX
MORWEB
Broker/Agent License # (as required)
City
Province
Select an option
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Northwest Territories
Nunavut
Yukon
Postal Code
Cellular Number
Fax Number
Website
Years at Current Brokerage
Select an option
0-6 Months
6 Months - 1 Year
1-2 Years
2-5 Years
5-10 Years
More than 10 Years
Percentage of "A" Business (Prime):
Percentage of "B" Business (Sub-prime):
Have you previously been employed with any other mortgage firms?
Yes
No
* Please pick an option above
If yes, provide a history of your mortgage brokering experience:
To
To
To
* Please pick an option above
Are you also a real estate agent?
Yes
No
* Please pick an option above
If you have been a mortgage broker / agent for less than two (2) years, provide a history of your employment:
To
To
To
Is mortgage brokering your full-time and only occupation? (if no, explanation required)
Yes
No
* Please pick an option above
How did you hear about First National Financial LP?
Select an option
I have previously worked with First National
Through my brokerage
From a tradeshow / conference that I have attended
From a sales presentation by a First National Account Manager
Other; Details provided below
How do you originate your mortgage leads?
Select an option
Advertising
Existing Client Base
Professional Contacts
Referrals
Other; Details provided below
Where is your primary office located?
Select an option
Brokerage Office
Realty Office
Home
Other
If not a Brokerage Office, please provide address:
Do you have support staff underwriting deals?
Select an option
No
There is a dedicated underwriter in my office
My principal broker reviews and/or packages my deals prior to submission
A colleague reviews and/or packages my deals prior to submission
I primarily use an underwriting hub
Please select lenders you currently submit applications to:
Scotia Mortgage Authority
TD Canada Trust
Home Trust Company
Street Capital Financial
MCAP Mortgage Corp.
National Bank
Equitable Bank
Merix Financial
RMG Mortgages
Other; Lender listed below
Please pick at least one option above
Other Lenders:
Yes, I consent to receiving other electronic communications from First National including, information about rates, product changes, newsletters, promotions/events and other information. I understand that I can withdraw my consent at any time.
Disclaimer: This does not include deal-related communications and notifications or replies to specific requests sent to First National.