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Writer's pictureAlisa Aragon-Lloyd

What is the role of a mortgage broker?


By Alisa Aragon-Lloyd, as seen in "New Home + Condo Guide" magazine, February 11, 2023


When you are buying your first home and getting your first mortgage, it can be an overwhelming experience, even more so with the current economy and regular changes on how to qualify for a mortgage. If you are like most people, you may think to get a mortgage, your only option is to speak with the professionals where you do your daily banking.


If you are thinking of buying a home, have you ever considered an alternative to your bank, and working with a mortgage broker?


Do people even use a mortgage broker?

Many homeowners prefer to have a mortgage broker on their home-buying team. In fact, in 2022, a mortgage consumer survey conducted by CMHC (Canada Mortgage and Housing Corporation) found that 51 per cent of those surveyed relied on a broker to take care of their mortgage negotiations. Ninety-five per cent of survey participants used a mortgage broker to get the best rate, and 86 per cent of mortgage consumers were satisfied with their broker experience.


Reasons why you should consider working with a mortgage broker:

• Mortgages are a broker’s area of expertise

When you need a mortgage or are refinancing your existing one, you will have questions such as: Where do I start? Which lender is the best fit for my needs? Which lender can offer me the best value? What are the real differences between mortgages? Which terms and features are the best for my unique needs?


A mortgage broker has the answers to those questions. He or she works — and has experience working with — up to 200-plus lenders including big banks, credit unions, and other lenders that only work with brokers. A mortgage broker understands the benefits of the various rate options, is familiar with the different types of mortgages, and finds the best mortgage for your unique needs. In comparison, if you approach your bank for a mortgage, it can only offer you a limited choice of its own products.


• Finds solutions that fit your unique needs

Your mortgage broker will help you navigate the confusing and overwhelming road of the different rate types, mortgage options, and terms, while helping you find the best solution for your current circumstance and your long-term plans. A mortgage expert takes the time to understand your financial needs and situation. In addition to all of this, he or she will help you avoid unnecessary risks and can save you money.


• Helps you save time and money

Buying a house is time, energy, and emotionally consuming. Finding the right home and the best mortgage that is right for you can take hours, days, and even weeks if you were to do it yourself. A mortgage broker does most of the legwork for you. They will research mortgage options, process your application, obtain the required documentation, and negotiate on your behalf. This means less disruption to your daily life and more time to focus on your home research and enjoy the process of homeownership.


• Multiple options for every client

Banks and lenders have their own unique guidelines and programs. A mortgage expert can assist you with different situations. They are able to help if you don’t have sufficient funds for the down payment and/or closing costs, or if you are self-employed or own your own business that could make it difficult to verify your income, or if you have credit blemishes.


• The services are free

A mortgage broker is paid by the lenders, not by the person using their services. There is no cost to you, the client.


A helping hand

If are looking to buy a home, or even if you wish to renew your current mortgage, why not explore the option of using a mortgage broker? We may be able assist you in your road to homeownership.

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