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Document Library

doc1POLICIES & PROCEDURES MANUAL  – Section 1 P&P – Section 12024/04/09Download
doc1POLICIES & PROCEDURES MANUAL  – Section 2 P&P – Section 2 2024/04/09Download
doc1Various Forms from P&P Manual-Section 3P&P – Various Forms 2024/04/09, Download
doc1POLICIES & PROCEDURES MANUAL  – Section 4Mortgage Brokerages, Lenders and Administrators Act, 2006 (MBLAA)2024/04/09Download
doc1Private Lending Policies Protocol A summary of considerations and policies surrounding Private Lending within Tribe Financial Group 2024/04/09Download
doc1Mortgage ApplicationTribe Financial Blank Mortgage Application(fillable)2024/04/10Download
doc1Exclusivity AgreementExclusivity Agreement between Tribe Financial and Client2024/04/10Download
doc logo nationalNational Bank DocumentsDocument Description 2024/04/11
doc logo street capitalStreet Capital DocumentStreet Capital Document Description2024/04/11
doc logo rmgRMG DocumentRMG Document Description2024/04/11
doc1Marketing Arsenal SampleDescription goes here2024/04/16
doc1Multimedia Toolkit SampleDescription Goes Here2024/04/16
doc1New Agent Resources sampleDescription Goes Here2024/04/16
doc1Training HubDescription goes here2024/04/16
doc1Health and Wellness SampleDescription goes here2024/04/16
doc fractionsFractionInfo Goes Here2024/04/17
doc hometrustHome Trust Document SampleDescription2024/04/17
doc cmhcCMHC Resources & ToolsLinks and contact details – CMHC Resources2024/04/18Download
doc logo tdGift Letter TDCTTo confirm gifted down payment2024/04/18Download
doc logo tdRate Request TemplateUse to request a better rate from TDCT Pricing dept(Please email request to your BDM)2024/04/18Download
doc logo tdCashback Offer TDCT(until Oct 31, 2024)This document outlines criteria and amounts($) for cashback offer with TDCT2024/04/18Download
doc logo scotiaRental Income WorksheetComplete when submitting a file with multiple rental properties owned(or to be purchased)2024/04/18Download
doc logo scotiaGift Letter ScotiaUsed to confirm Gifted Down Payment2024/04/18Download
doc logo scotiaInstant Funding Program – Matrimonial Status Questionnaire for OntarioTo confirm Matrimonial Status when using IFP with Scotia2024/04/18Download
doc logo scotiaInstant Funding Program – Payout Authorization form for Quebec – BRMPayout Authorization form for property in Quebec, when using IFP with Scotia2024/04/18Download
doc logo scotiaPayout Statement Authorization formClient to sign when using IFP, and requiring mortgage/LOC payout request.2024/04/18Download
doc logo merixMERIX Compensation GuideCompensation Guide2024/04/18Download
doc canada guarantyCanada Guaranty Contact DetailsHow to contact Canada Guaranty2024/04/18Download
doc canada guarantyFirst Time HomeBuyer HandbookDownload and provide your client with a comprehensive FTHB Handbook2024/04/18Download
doc logo mcapGift Letter MCAPUse this form to confirm gifted down payment2024/04/18Download
doc logo mcapMPoints Redemption FormUse to redeem those hard-earned MPoints!2024/04/18Download
doc logo mcapBroker Consent Form – (EN)This form authorizes you to talk to MCAP about your clients mortgage details2024/04/18Download
doc logo mcapFNF Payout FormUsed to order mortgage payout when using FNF2024/04/18Download
doc logo mcapFCT Payout FormUsed when ordering mortgage payout with FCT2024/04/18Download
doc logo mcapPre-Authorized Debit FormComplete for MCAP, authorizing the debit of mortgage payments from described bank account2024/04/18Download
doc logo cmlsGift Letter CMLSTo confirm source of gifted down payment.2024/04/18Download
doc logo cmlsClient Consent FormForm to authorize broker to discuss clients mortgage directly with CMLS2024/04/18Download
doc logo cmlsBroker Exclusivity AgreementTo confirm client wants to work with you vs another broker/agent2024/04/18Download
doc logo cmlsPayout Authorization FNFTo authorize the order of mortgage payout thru FNF2024/04/18Download
doc logo cmlsHELOC ProgramGuidelines to the HELOC Program2024/04/18Download
doc logo cmlsCollateral Switch GuidelinesCollateral Switch Guidelines2024/04/18Download
doc logo tdRental Worksheet TDCTComplete this spreadsheet for underwriter for all rental properties owned, or being purchased.2024/04/19Download
doc kapurKFG Insurance Client LetterLetter for client to sign acknowledging referral or waiver of insurance.2024/04/19Download
doc kapurKFG Insurance Referral LinkClick the link(or copy and paste) to refer client to KFG(online process)2024/04/19Download
doc kapurKFG -Tribe – Intake FormComplete form and send to Bindu to refer client(manual process)2024/04/19Download
doc kapurHave you thought about Insurance?This is a helpful Email template to send to clients.2024/04/19Download
doc1Private Mortgage Protocol(Power Point Presentation)Power point presentation on private mortgages2024/04/19Download
doc1Private Lending Policies & ProceduresLearn about Tribe Financial’s Private Lending Policies & Protocol2024/04/19Download
doc1Letter of Direction(Fillable Form)Acknowledge your lender fee using this form and send the signed copy to the lawyers.2024/04/19Download
doc1Borrowers Disclosure Private ExampleAn example of how to complete disclosure.2024/04/19Download
doc1Borrower’s Disclosure Best Practice TipsHelpful tips when completing the borrowers disclosure2024/04/19Download
doc1Addendum to Borrower’s DisclosureUse this addendum to include more info to disclosure2024/04/19Download
doc1Addendum to Borrower’s Disclosure, ExampleExample of what might be included on addendum.2024/04/19Download
doc1Completed File Audit and Compliance Checklist 2024Want to get paid on your closed deal – Here is what you need to …2024/04/19Download
doc1Client Consent & Service Agreement Compliance 2024Form for clients to sign, authorizing credit check & exchange of information2024/04/19Download
doc1Mortgage Discovery QuestionsUse this form to help determine suitability for your clients.2024/04/19Download
doc cmhcCMHC Training & LinksThis form contains many useful links to learn more about programs offered2024/04/19Download
doc sagenSagen Purchase Plus WorksheetTo be completed for Purchase Plus Improvements2024/04/19Download
doc sagenSagen Rate Premium ChartList of all client premium fees2024/04/19Download
doc fctFCT Broker HotlineCall 1-855-500-35652024/04/19
doc canada guarantyCanada Guaranty Phone NumberCGI 1-877-244-84222024/04/19
doc cmhcCMHC Contact Phone NumberCMHC 1-888-463-64542024/04/19
doc sagenSagen Contact Phone NumberSagen 1-800-511-88882024/04/19
doc fnfFNF Contact Phone NumberFNF 1-888-814-40052024/04/19
doc b2bGift LetterForm used to confirm gifted down payment2024/04/19Download
doc b2bClient Consent FormTo authorize broker to talk with B2B on client’s behalf2024/04/19Download
doc b2bPre-authorized Debit FormPre-authorized Debit Form2024/04/19Download
doc b2bEquity ProgramGuideline to B2B’s Equity Program2024/04/19Download
doc b2bNew Construction Extended Rate ProgramExplains capped rate offer with B2B2024/04/19Download
doc b2bSelf-Employed ProgramExplains B2B’s BFS Program2024/04/19Download
doc b2bRental ProgramExplains B2B’s Rental Program2024/04/19Download
doc b2bNet Worth ProgramExplains B2B’s Net Worth Program2024/04/19Download
doc b2bHome Owners Equity Line of CreditExplains B2B’s HELOC Program2024/04/19Download
doc b2bAlt ProgramExplains B2B’s Alterntaive Program2024/04/19Download
doc b2bVacation:Secondary HomeExplains B2B’s Vacation/Second Home Program2024/04/19Download
doc b2bMortgage Application ChecklistExplains what documents needed when submitting a deal to B2B2024/04/19Download
doc1Mortgage Switch Transfer TipsTip sheet and common questions to ask client2024/04/19Download
doc logo first nationalRental WorksheetUse for client submission where rental properties involved.2024/04/20Download
doc logo first nationalClient Consent to Release Information FormUse this form to be authorized to speak with FN on behalf of client’s mortgage.2024/04/20Download
doc logo first nationalGift LetterTo confirm Gifted Down Payment2024/04/20Download
doc logo first nationalFCT Payout Request FormTo authorize payout of mortgage when using FCT2024/04/20Download
doc logo first nationalFNF Payout Authorization FormTo authorize payout of mortgage when using FNF2024/04/20Download
doc logo first nationalIncome Declaration Excalibur FlexSelf declared income Form – Excalibur Flex Product2024/04/20Download
doc logo first nationalSelf DeclaredLetter-BFSForm for self-declared BFS income2024/04/20Download
doc logo first nationalNew To CanadaOutlines New to Canada Program2024/04/20Download
doc logo first nationalMedical Professionals ProgramOutlines program for medical professionals2024/04/20Download
doc logo first nationalCollateral Transfer ProgramOutlines program for collateral transfer2024/04/20Download
doc logo first nationalTransfer & Switch ProgramOutlines program for transfer and switches2024/04/20Download
doc logo first nationalPurchase Plus Improvements – InsuredExplains the program for Insured – Purchase Plus Improvements2024/04/20Download
doc logo first nationalPurchase Plus Improvements – UnInsuredExplains the program for Purchase Plus Improvements – UnInsured2024/04/20Download
doc icsavingsIC Savings Approved Appraisers ListList of Approved Appraisers2024/04/20Download
doc icsavingsReset MortgageExplains program for temporary Payment Relief2024/04/20Download
doc icsavingsInterest only mortgageExplains the program for Short term payment relief2024/04/20Download
doc icsavingsPayment Holdback MortgageExplains the program for Payment Holdback Mortgage2024/04/20Download
doc icsavingsRate buydown mortgageExplains how a client can buydown rate.2024/04/20Download
doc marathonGift LetterUsed to confirm gifted down payment2024/04/20Download
doc marathonPre-Authorized Debit FormUsed to indicate which bank account will be used for payments2024/04/20Download
doc firstontarioApproved Appraiser ListList of Approved Appraisers – First Ontario Credit Union2024/04/20Download
doc dejardinsBroker Toolkit – DesjardinsResource highlighting Desjardins Mortgages and their processes.2024/04/20Download
doc dejardinsKey Contact InformationContact details for Broker division – Desjardins2024/04/20Download
doc dejardinsProperty EligibilityExplains eligible property types2024/04/20Download
doc dejardinsDesjardins Documentation UpfrontExplains what mandatory documents and process needed when submitting a deal2024/04/20Download
doc dejardinsEstimated heating chargesWhat heating costs to use on your application.2024/04/20Download
doc comtechMortgage Broker Credit GuidelinesExplains acceptable guidelines for Comtech2024/04/20Download
doc comtechPersonal Banking Service FeesFees for banking with Comtech2024/04/20Download
doc comtechGift LetterUsed to confirm gifted down payment.2024/04/20Download
doc communitytrustBusiness Disclosure StatementForm used for self declared income, BFS2024/04/20Download
doc communitytrustGift LetterUsed to confirm gifted down payment2024/04/20Download
doc communitytrustPre-Authorized Debit FormUsed to provide details on bank account used for mortgage payments.2024/04/20Download
doc communitytrustConsent FormUsed for authorization to discuss client details with Community Trust.2024/04/20Download
doc homeequityConsumer Guide to Reverse mortgagesProvide to your client to help explain reverse mortgages2024/04/20Download
doc homeequityPrepayments AllowedExplains the prepayments allowed with a CHIP mortgage.2024/04/20Download
doc homeequityPenalty InformationBreakdown of penalties to break CHIP mortgage2024/04/20Download
doc equitableGift LetterUsed to confirm gifted down payment2024/04/20Download
doc equitableLetter of exclusivityUsed to inform Equitable of clients intent to work with you as their mortgage agent/broker2024/04/20Download
doc equitableConsent FormAllows you to discuss clients mortgage details with Equitable.2024/04/20Download
doc equitableSelf Declared Income DocumentUsed for client to disclose self-declared Income.2024/04/20Download
doc equitableStandard Charge Term – Mortgages – OntarioStandard Charge terms for mortgage2024/04/20Download
doc equitabledeed_of_hypothec_(collateral) – QuebecCharge terms for Quebec Property2024/04/20Download
doc striveStated Income & Enhanced BFS GuidelineGuideline to Insured Stated Income and Enhanced BFS2024/04/23Download
doc striveGift LetterUse this form to confirm gifted Down Payment.2024/04/23Download
doc striveRental WorksheetSpreadsheet used for rental properties – Rental Worksheet2024/04/23Download
doc striveClient Consent FormUse this form to be authorized to speak with lender on behalf of client.2024/04/23Download
doc striveBridge WorksheetComplete this form for bridge loan submission.2024/04/23Download
doc striveBFS Self Declared IncomeUse this form for BFS Self Declared Income.2024/04/23Download
doc rfaTransfer Tip SheetOutlines great tips when switching your client to RFA2024/04/23Download
doc rfaRFA Frontline – Product SheetHighlights the frontline worker product.2024/04/23Download
doc1Simply Benefits Employee BookletOutlines the benefits program offered for Tribe Financial2024/04/23Download
doc1Out of Country/Province Emergency Medical InsuranceOutlines coverage while travelling2024/04/23Download
doc1Travel Assistance AppExplains the Travel Assistance App available for your phone.2024/04/23Download
doc1Tribe-Logo-2color_plusRedTag.pdfLogo 12024/04/24Download
doc1Tribe-Logo-2color_plusRedTag.pngLogo 22024/04/24Download
doc1Tribe-RedTagonly.pdfLogo 32024/04/24Download
doc1Tribe RedTagonly.pngLogo 42024/04/24Download
doc1Tribe Logo 2color.pngLogo 52024/04/24Download
doc1Tribe-Logo-2color.pdfLogo 62024/04/24Download
doc1Tribe Mortgage Company Brand GuidelinesBrand guidelines2024/04/24Download
doc manulifeManulife One-client-guideExplains the Manulife One product2024/05/01Download
doc manulifeManulife One-general-termsExplains General Terms of Manulife One2024/05/01Download
doc manulifeManulife One-use-what-you-own-client-brochureTips for clients on benefits of Manulife One2024/05/01Download
doc manulifeManulife One-client-flyerFlyer for Client – Manulife One2024/05/01Download
doc manulifeManulife One-Sample-statementExample of what monthly statement looks like2024/05/01Download
doc manulifeManulife One-why-switch-client-flyerWhy switch to Manulife One Flyer2024/05/01Download
doc manulifeManulife Bank-Mortgage onboarding-clientWhat a client can expect in the process of Manulife set-up2024/05/01Download
doc manulifeManulife Bank-Select client guideExplains the Manulife Select Product2024/05/01Download
doc manulifeBroker deal-Process OverviewExplains what happens when you submit a deal2024/05/01Download
doc manulifeBroker-Portal submission tipsSubmission tips when submitting deal.2024/05/01Download
doc logo mcapBorrowed Down Payment ProductExplains MCAP’s Borrowed down payment2024/05/03Download
doc logo mcapCollateral Charge ProgramExplains MCAP’s collateral charge switch program(with FCT)2024/05/03Download
doc logo scotiaScotia 05-02 Economic Update(Tribe Spring Kick off Meeting, May 2, 2024)This is Farah Omran(Senior Economist) Scotiabank’s presentation from our meeting.2024/05/03Download
doc1The 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 Credit2024/05/03Download
doc logo tdBroker Information KitRevised May 27 20242024/05/27Download
doc logo clayClay Financial Product GuidelinesOutlines How Clay’s HESA(HOME EQUITY SHARED AGREEMENT) works2024/05/27Download