How to Be a Mortgage Broker

E4- Proactively Awaiting Your License


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In today's episode, Jenn and Jamie discuss the things you can do while you wait for your licensing and registration to be done. Right now, it can take up to 8 weeks for your license to be processed so it's important not to lose momentum at this stage. There are still several things you can be doing to prepare.

Some of the CRM's mentioned in this episode are:
 https://blumortgage.ca/
https://www.gomaxsolutions.com/
Velocity CRM- This is for if you use Velocity for Apps

Not mentioned:
https://monday.com/
https://mailchimp.com/
https://www.finastracanada.com/filogix-expert/


Thank you for listening, if you have any questions, suggestions or comments please send us an email: [email protected] or [email protected]

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How to Be a Mortgage BrokerBy Jamie Ushko


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