| Image | Title | Description | Date | Categories | Link |
|---|---|---|---|---|---|
 | POLICIES & PROCEDURES MANUAL – Section 1 | P&P – Section 1 | 2024/04/09 | Policies and Procedures | Download |
| POLICIES & PROCEDURES MANUAL – Section 2 | P&P – Section 2 | 2024/04/09 | Policies and Procedures | Download |
| Various Forms from P&P Manual-Section 3 | P&P – Various Forms | 2024/04/09 | Forms, Policies and Procedures | Download |
| POLICIES & PROCEDURES MANUAL – Section 4 | Mortgage Brokerages, Lenders and Administrators Act, 2006 (MBLAA) | 2024/04/09 | Policies and Procedures | Download |
| Private Lending Policies Protocol | A summary of considerations and policies surrounding Private Lending within Tribe Financial Group | 2024/04/09 | Lenders | Download |
| Mortgage Application | Tribe Financial Blank Mortgage Application(fillable) | 2024/04/10 | Forms | Download |
| Exclusivity Agreement | Exclusivity Agreement between Tribe Financial and Client | 2024/04/10 | Forms | Download |
 | National Bank Documents | Document Description | 2024/04/11 | National Bank | |
 | Street Capital Document | Street Capital Document Description | 2024/04/11 | Street Capital | |
 | RMG Document | RMG Document Description | 2024/04/11 | RMG | |
| Marketing Arsenal Sample | Description goes here | 2024/04/16 | Marketing Arsenal | |
| Multimedia Toolkit Sample | Description Goes Here | 2024/04/16 | Multimedia Toolkit | |
| New Agent Resources sample | Description Goes Here | 2024/04/16 | New Agent Resources | |
| Training Hub | Description goes here | 2024/04/16 | Training Hub | |
| Health and Wellness Sample | Description goes here | 2024/04/16 | Health and Wellness | |
 | Fraction | Info Goes Here | 2024/04/17 | Fraction | |
 | Home Trust Document Sample | Description | 2024/04/17 | Home Trust | |
 | CMHC Resources & Tools | Links and contact details – CMHC Resources | 2024/04/18 | CMHC | Download |
 | Gift Letter TDCT | To confirm gifted down payment | 2024/04/18 | td | Download |
| Rate Request Template | Use to request a better rate from TDCT Pricing dept(Please email request to your BDM) | 2024/04/18 | td | Download |
| Cashback Offer TDCT(until Oct 31, 2024) | This document outlines criteria and amounts($) for cashback offer with TDCT | 2024/04/18 | td | Download |
 | Rental Income Worksheet | Complete when submitting a file with multiple rental properties owned(or to be purchased) | 2024/04/18 | Scotiabank | Download |
| Gift Letter Scotia | Used to confirm Gifted Down Payment | 2024/04/18 | Scotiabank | Download |
| Instant Funding Program – Matrimonial Status Questionnaire for Ontario | To confirm Matrimonial Status when using IFP with Scotia | 2024/04/18 | Scotiabank | Download |
| Instant Funding Program – Payout Authorization form for Quebec – BRM | Payout Authorization form for property in Quebec, when using IFP with Scotia | 2024/04/18 | Scotiabank | Download |
| Payout Statement Authorization form | Client to sign when using IFP, and requiring mortgage/LOC payout request. | 2024/04/18 | Scotiabank | Download |
 | MERIX Compensation Guide | Compensation Guide | 2024/04/18 | Merix | Download |
 | Canada Guaranty Contact Details | How to contact Canada Guaranty | 2024/04/18 | Canada Guaranty | Download |
| First Time HomeBuyer Handbook | Download and provide your client with a comprehensive FTHB Handbook | 2024/04/18 | Canada Guaranty | Download |
 | Gift Letter MCAP | Use this form to confirm gifted down payment | 2024/04/18 | MCAP | Download |
| MPoints Redemption Form | Use to redeem those hard-earned MPoints! | 2024/04/18 | MCAP | Download |
| Broker Consent Form – (EN) | This form authorizes you to talk to MCAP about your clients mortgage details | 2024/04/18 | MCAP | Download |
| FNF Payout Form | Used to order mortgage payout when using FNF | 2024/04/18 | MCAP | Download |
| FCT Payout Form | Used when ordering mortgage payout with FCT | 2024/04/18 | MCAP | Download |
| Pre-Authorized Debit Form | Complete for MCAP, authorizing the debit of mortgage payments from described bank account | 2024/04/18 | MCAP | Download |
 | Gift Letter CMLS | To confirm source of gifted down payment. | 2024/04/18 | CMLS | Download |
| Client Consent Form | Form to authorize broker to discuss clients mortgage directly with CMLS | 2024/04/18 | CMLS | Download |
| Broker Exclusivity Agreement | To confirm client wants to work with you vs another broker/agent | 2024/04/18 | CMLS | Download |
| Payout Authorization FNF | To authorize the order of mortgage payout thru FNF | 2024/04/18 | CMLS | Download |
| HELOC Program | Guidelines to the HELOC Program | 2024/04/18 | CMLS | Download |
| Collateral Switch Guidelines | Collateral Switch Guidelines | 2024/04/18 | CMLS | Download |
| Rental Worksheet TDCT | Complete this spreadsheet for underwriter for all rental properties owned, or being purchased. | 2024/04/19 | td | Download |
 | KFG Insurance Client Letter | Letter for client to sign acknowledging referral or waiver of insurance. | 2024/04/19 | Kapur | Download |
| KFG Insurance Referral Link | Click the link(or copy and paste) to refer client to KFG(online process) | 2024/04/19 | Kapur | Download |
| KFG -Tribe – Intake Form | Complete form and send to Bindu to refer client(manual process) | 2024/04/19 | Kapur | Download |
| Have you thought about Insurance? | This is a helpful Email template to send to clients. | 2024/04/19 | Kapur | Download |
| Private Mortgage Protocol(Power Point Presentation) | Power point presentation on private mortgages | 2024/04/19 | Private Mortgage | Download |
| Private Lending Policies & Procedures | Learn about Tribe Financial’s Private Lending Policies & Protocol | 2024/04/19 | Private Mortgage | Download |
| Letter of Direction(Fillable Form) | Acknowledge your lender fee using this form and send the signed copy to the lawyers. | 2024/04/19 | Private Mortgage | Download |
| Borrowers Disclosure Private Example | An example of how to complete disclosure. | 2024/04/19 | Private Mortgage | Download |
| Borrower’s Disclosure Best Practice Tips | Helpful tips when completing the borrowers disclosure | 2024/04/19 | Private Mortgage | Download |
| Addendum to Borrower’s Disclosure | Use this addendum to include more info to disclosure | 2024/04/19 | Private Mortgage | Download |
| Addendum to Borrower’s Disclosure, Example | Example of what might be included on addendum. | 2024/04/19 | Private Mortgage | Download |
| Completed File Audit and Compliance Checklist 2024 | Want to get paid on your closed deal – Here is what you need to … | 2024/04/19 | Compliance Resources | Download |
| Client Consent & Service Agreement Compliance 2024 | Form for clients to sign, authorizing credit check & exchange of information | 2024/04/19 | Compliance Resources | Download |
| Mortgage Discovery Questions | Use this form to help determine suitability for your clients. | 2024/04/19 | Compliance Resources | Download |
| CMHC Training & Links | This form contains many useful links to learn more about programs offered | 2024/04/19 | CMHC | Download |
 | Sagen Purchase Plus Worksheet | To be completed for Purchase Plus Improvements | 2024/04/19 | Sagen | Download |
| Sagen Rate Premium Chart | List of all client premium fees | 2024/04/19 | Sagen | Download |
 | FCT Broker Hotline | Call 1-855-500-3565 | 2024/04/19 | FCT | |
| Canada Guaranty Phone Number | CGI 1-877-244-8422 | 2024/04/19 | Canada Guaranty | |
| CMHC Contact Phone Number | CMHC 1-888-463-6454 | 2024/04/19 | CMHC | |
| Sagen Contact Phone Number | Sagen 1-800-511-8888 | 2024/04/19 | Sagen | |
 | FNF Contact Phone Number | FNF 1-888-814-4005 | 2024/04/19 | FNF Canada | |
 | Gift Letter | Form used to confirm gifted down payment | 2024/04/19 | B2B | Download |
| Client Consent Form | To authorize broker to talk with B2B on client’s behalf | 2024/04/19 | B2B | Download |
| Pre-authorized Debit Form | Pre-authorized Debit Form | 2024/04/19 | B2B | Download |
| Equity Program | Guideline to B2B’s Equity Program | 2024/04/19 | B2B | Download |
| New Construction Extended Rate Program | Explains capped rate offer with B2B | 2024/04/19 | B2B | Download |
| Self-Employed Program | Explains B2B’s BFS Program | 2024/04/19 | B2B | Download |
| Rental Program | Explains B2B’s Rental Program | 2024/04/19 | B2B | Download |
| Net Worth Program | Explains B2B’s Net Worth Program | 2024/04/19 | B2B | Download |
| Home Owners Equity Line of Credit | Explains B2B’s HELOC Program | 2024/04/19 | B2B | Download |
| Alt Program | Explains B2B’s Alterntaive Program | 2024/04/19 | B2B | Download |
| Vacation:Secondary Home | Explains B2B’s Vacation/Second Home Program | 2024/04/19 | B2B | Download |
| Mortgage Application Checklist | Explains what documents needed when submitting a deal to B2B | 2024/04/19 | B2B | Download |
| Mortgage Switch Transfer Tips | Tip sheet and common questions to ask client | 2024/04/19 | Forms | Download |
 | Rental Worksheet | Use for client submission where rental properties involved. | 2024/04/20 | First National | Download |
| Client Consent to Release Information Form | Use this form to be authorized to speak with FN on behalf of client’s mortgage. | 2024/04/20 | First National | Download |
| Gift Letter | To confirm Gifted Down Payment | 2024/04/20 | First National | Download |
| FCT Payout Request Form | To authorize payout of mortgage when using FCT | 2024/04/20 | First National | Download |
| FNF Payout Authorization Form | To authorize payout of mortgage when using FNF | 2024/04/20 | First National | Download |
| Income Declaration Excalibur Flex | Self declared income Form – Excalibur Flex Product | 2024/04/20 | First National | Download |
| Self DeclaredLetter-BFS | Form for self-declared BFS income | 2024/04/20 | First National | Download |
| New To Canada | Outlines New to Canada Program | 2024/04/20 | First National | Download |
| Medical Professionals Program | Outlines program for medical professionals | 2024/04/20 | First National | Download |
| Collateral Transfer Program | Outlines program for collateral transfer | 2024/04/20 | First National | Download |
| Transfer & Switch Program | Outlines program for transfer and switches | 2024/04/20 | First National | Download |
| Purchase Plus Improvements – Insured | Explains the program for Insured – Purchase Plus Improvements | 2024/04/20 | First National | Download |
| Purchase Plus Improvements – UnInsured | Explains the program for Purchase Plus Improvements – UnInsured | 2024/04/20 | First National | Download |
 | IC Savings Approved Appraisers List | List of Approved Appraisers | 2024/04/20 | IC-Savings | Download |
| Reset Mortgage | Explains program for temporary Payment Relief | 2024/04/20 | IC-Savings | Download |
| Interest only mortgage | Explains the program for Short term payment relief | 2024/04/20 | IC-Savings | Download |
| Payment Holdback Mortgage | Explains the program for Payment Holdback Mortgage | 2024/04/20 | IC-Savings | Download |
| Rate buydown mortgage | Explains how a client can buydown rate. | 2024/04/20 | IC-Savings | Download |
 | Gift Letter | Used to confirm gifted down payment | 2024/04/20 | Marathon | Download |
| Pre-Authorized Debit Form | Used to indicate which bank account will be used for payments | 2024/04/20 | Marathon | Download |
 | Approved Appraiser List | List of Approved Appraisers – First Ontario Credit Union | 2024/04/20 | First Ontario | Download |
 | Broker Toolkit – Desjardins | Resource highlighting Desjardins Mortgages and their processes. | 2024/04/20 | Dejardins | Download |
| Key Contact Information | Contact details for Broker division – Desjardins | 2024/04/20 | Dejardins | Download |
| Property Eligibility | Explains eligible property types | 2024/04/20 | Dejardins | Download |
| Desjardins Documentation Upfront | Explains what mandatory documents and process needed when submitting a deal | 2024/04/20 | Dejardins | Download |
| Estimated heating charges | What heating costs to use on your application. | 2024/04/20 | Dejardins | Download |
 | Mortgage Broker Credit Guidelines | Explains acceptable guidelines for Comtech | 2024/04/20 | Comtech | Download |
| Personal Banking Service Fees | Fees for banking with Comtech | 2024/04/20 | Comtech | Download |
| Gift Letter | Used to confirm gifted down payment. | 2024/04/20 | Comtech | Download |
 | Business Disclosure Statement | Form used for self declared income, BFS | 2024/04/20 | Community Trust | Download |
| Gift Letter | Used to confirm gifted down payment | 2024/04/20 | Community Trust | Download |
| Pre-Authorized Debit Form | Used to provide details on bank account used for mortgage payments. | 2024/04/20 | Community Trust | Download |
| Consent Form | Used for authorization to discuss client details with Community Trust. | 2024/04/20 | Community Trust | Download |
 | Consumer Guide to Reverse mortgages | Provide to your client to help explain reverse mortgages | 2024/04/20 | Home Equity Bank | Download |
| Prepayments Allowed | Explains the prepayments allowed with a CHIP mortgage. | 2024/04/20 | Home Equity Bank | Download |
| Penalty Information | Breakdown of penalties to break CHIP mortgage | 2024/04/20 | Home Equity Bank | Download |
 | Gift Letter | Used to confirm gifted down payment | 2024/04/20 | Equitable Bank | Download |
| Letter of exclusivity | Used to inform Equitable of clients intent to work with you as their mortgage agent/broker | 2024/04/20 | Equitable Bank | Download |
| Consent Form | Allows you to discuss clients mortgage details with Equitable. | 2024/04/20 | Equitable Bank | Download |
| Self Declared Income Document | Used for client to disclose self-declared Income. | 2024/04/20 | Equitable Bank | Download |
| Standard Charge Term – Mortgages – Ontario | Standard Charge terms for mortgage | 2024/04/20 | Equitable Bank | Download |
| deed_of_hypothec_(collateral) – Quebec | Charge terms for Quebec Property | 2024/04/20 | Equitable Bank | Download |
 | Stated Income & Enhanced BFS Guideline | Guideline to Insured Stated Income and Enhanced BFS | 2024/04/23 | Strive | Download |
| Gift Letter | Use this form to confirm gifted Down Payment. | 2024/04/23 | Strive | Download |
| Rental Worksheet | Spreadsheet used for rental properties – Rental Worksheet | 2024/04/23 | Strive | Download |
| Client Consent Form | Use this form to be authorized to speak with lender on behalf of client. | 2024/04/23 | Strive | Download |
| Bridge Worksheet | Complete this form for bridge loan submission. | 2024/04/23 | Strive | Download |
| BFS Self Declared Income | Use this form for BFS Self Declared Income. | 2024/04/23 | Strive | Download |
 | Transfer Tip Sheet | Outlines great tips when switching your client to RFA | 2024/04/23 | RFA | Download |
| RFA Frontline – Product Sheet | Highlights the frontline worker product. | 2024/04/23 | RFA | Download |
| Simply Benefits Employee Booklet | Outlines the benefits program offered for Tribe Financial | 2024/04/23 | Group Benefits | Download |
| Out of Country/Province Emergency Medical Insurance | Outlines coverage while travelling | 2024/04/23 | Group Benefits | Download |
| Travel Assistance App | Explains the Travel Assistance App available for your phone. | 2024/04/23 | Group Benefits | Download |
| Tribe-Logo-2color_plusRedTag.pdf | Logo 1 | 2024/04/24 | Brand Assets | Download |
| Tribe-Logo-2color_plusRedTag.png | Logo 2 | 2024/04/24 | Brand Assets | Download |
| Tribe-RedTagonly.pdf | Logo 3 | 2024/04/24 | Brand Assets | Download |
| Tribe RedTagonly.png | Logo 4 | 2024/04/24 | Brand Assets | Download |
| Tribe Logo 2color.png | Logo 5 | 2024/04/24 | Brand Assets | Download |
| Tribe-Logo-2color.pdf | Logo 6 | 2024/04/24 | Brand Assets | Download |
| Tribe Mortgage Company Brand Guidelines | Brand guidelines | 2024/04/24 | Brand Assets | Download |
 | Manulife One-client-guide | Explains the Manulife One product | 2024/05/01 | Manulife | Download |
| Manulife One-general-terms | Explains General Terms of Manulife One | 2024/05/01 | Manulife | Download |
| Manulife One-use-what-you-own-client-brochure | Tips for clients on benefits of Manulife One | 2024/05/01 | Manulife | Download |
| Manulife One-client-flyer | Flyer for Client – Manulife One | 2024/05/01 | Manulife | Download |
| Manulife One-Sample-statement | Example of what monthly statement looks like | 2024/05/01 | Manulife | Download |
| Manulife One-why-switch-client-flyer | Why switch to Manulife One Flyer | 2024/05/01 | Manulife | Download |
| Manulife Bank-Mortgage onboarding-client | What a client can expect in the process of Manulife set-up | 2024/05/01 | Manulife | Download |
| Manulife Bank-Select client guide | Explains the Manulife Select Product | 2024/05/01 | Manulife | Download |
| Broker deal-Process Overview | Explains what happens when you submit a deal | 2024/05/01 | Manulife | Download |
| Broker-Portal submission tips | Submission tips when submitting deal. | 2024/05/01 | Manulife | Download |
| Borrowed Down Payment Product | Explains MCAP’s Borrowed down payment | 2024/05/03 | MCAP | Download |
| Collateral Charge Program | Explains MCAP’s collateral charge switch program(with FCT) | 2024/05/03 | MCAP | Download |
| Scotia 05-02 Economic Update(Tribe Spring Kick off Meeting, May 2, 2024) | This is Farah Omran(Senior Economist) Scotiabank’s presentation from our meeting. | 2024/05/03 | Growth Academy | Download |
| The Compassionate Approach to Credit 2-Spring Tribe Conference Keynote(Tribe Spring Kick off Meeting, May 2, 2024) | Frances Hinojosa presentation on Compassion, the 6th C of Credit | 2024/05/03 | Growth Academy | Download |
 | Protected: Clay Financial Product Guidelines | Outlines How Clay’s HESA(HOME EQUITY SHARED AGREEMENT) works | 2024/05/27 | Clay | Download |
| Rate Request Template for Flexline – 2 pages | 2024/07/16 | td | Download | |
| Broker Information Kit | Revised August 14, 2024 | 2024/08/14 | td | Download |
 | RocketPRO – Broker Package V.2 | Revised Sept 6, 2024 | 2024/09/08 | Rocket Pro | Download |
| Rocket Client Brochure | Provide to clients to help build brand of Rocket Pro Mortgages | 2024/09/08 | Rocket Pro | Download |
1-855-464-6843
info@tribefinancial.com
