Use Suitability Assessments to Sell More Mortgages, Not Just Comply
đź’ˇAlso 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
Read More...