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Tag: Marketing

Total 18 Posts

Use Suitability Assessments to Sell More Mortgages, Not Just Comply

💡Also in this edition: • Ontario's broker regulator clarifies suitability expectations • Mortgage Bytes Virtually every mortgage pro in Canada does some kind of suitability assessment before recommending a mortgage. But there are vast differences in how effectively they analyze client circumstances, compare financing options and make fitting recommendations. Some
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