Mortgage Associate

🔥 16 hours ago

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Perch | Mortgages, simplified

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 B2C

💸 Finance

🏠 Real Estate

💰 Series A on 2022-10

B2C • Finance • Real Estate

Perch is a Canadian company that simplifies the mortgage process and assists homebuyers and homeowners in finding and managing their mortgages. Through its comprehensive platform, Perch offers tools such as mortgage calculators and personalized mortgage offers, making it easy to compare rates and negotiate with lenders. The company helps a variety of clients, including first-time buyers, landlords, and newcomers to Canada, by providing insights on mortgage approvals and renewals, refinancing options, and debt consolidation. Customers can pre-approve their mortgages online quickly, access financial insights, and benefit from advice by mortgage advisors available seven days a week. Perch operates across all provinces and territories in Canada, offering a hassle-free, transparent, and efficient mortgage experience.

📋 Description

• Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again. • Automate Your Workflow: Our system automates the most time-consuming tasks, including: Nurturing your client pipeline and identifying new opportunities; Guiding clients step-by-step through their application; Integrating Equifax soft credit checks; Automatically requesting the correct documents from clients; Handling compliance and FINTRAC reporting. • Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business. • Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.

🎯 Requirements

• Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads. • Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Mortgage Associate or as an Mortgage Advisor at a bank or credit union.