Set up, announce, have twenty conversations a week, land one referral partner, run the first file with an underwriter beside you, and put every contact into a CRM you own.
The first month is setup and announcement: lender registrations, the CRM, a Google Business Profile, a business number, and telling everyone you know, in person and in writing, that you now arrange mortgages. The second month is conversations: twenty a week, tracked, with every person going into the CRM with consent recorded. The third month is the first files and the first partner: one realtor or accountant asked for one client, and the first application run with an underwriter or an experienced broker beside you so it funds.
There is no formal programme that guarantees any of this, here or anywhere honest. What there is at A.I.M.I. Collective is a team chat where new and experienced brokers answer questions around the clock, a Deal Desk for the file you cannot place, and head office carrying processing and compliance so your hours go where they should.
The full guide breaks the ninety days into weeks with the tasks for each.
We onboard licensed brokers only and do not sponsor initial licensing. There is no formal ninety day programme and no named mentor guarantee. There is a team chat where new and experienced brokers answer questions around the clock, a Deal Desk for the file you cannot place, and head office carrying processing and compliance so your first ninety days are spent on conversations. We do not hand out leads.
The full guide, with the detail and the numbers.
Your first 90 days as a new mortgage brokerUpgrade from Level 1 to Level 2 in Ontario: 12 months licensed, the Private Mortgages Course, no FSRA fee, and what Level 2 lets you do.
Step by step: the course, exam and sponsoring brokerage you need to become a mortgage broker in Ontario, BC or Alberta, plus the cost and timeline.
What mortgage agent and broker jobs in Canada actually are: commission not salary, licensed through a brokerage, and what to compare before you join one.
Bring your questions to a discovery call and a broker owner will answer them directly.