Mortgage agent training in Ontario — live, weekly, led by our Broker Manager.
6× per week — live sessions, not recordings. We teach you to close deals. Led by senior brokers and lender BDMs. Monthly 1-on-1s with our Broker Manager. Weekend intensives. Real accountability.
What training do new mortgage agents get?
Live training six times a week, led by our Broker Manager, lender BDMs and senior brokers. You also get a 1-on-1 mentorship check-in every month.
Is the training live or recorded?
Live. Sessions run at our Vaughan office and online. Recordings go up within 24 hours, but you're expected to attend live.
When is training?
Every weekday, plus a Saturday intensive. Each session is led by someone who does the work.
What will I learn?
Underwriting fluency
Read every lender's playbook. Anticipate conditions before they're requested. Spot file issues at intake — not at the lawyer's office.
BFS, alt-A, private
Self-employed files, dividend + retained earnings stories, B-lender and private structuring. The deals that pay best are the ones that need real expertise.
Commercial + multifamily
CMHC MLI Select, DSCR-style products, construction-to-permanent, bridge financing. Optional track for agents who want to expand.
Sales + lead conversion
Pipeline review every Friday. We watch real calls (with consent). Real coaching on objection handling, follow-up cadence, close mechanics.
Compliance + FSRA
OSFI B-20, AML/FINTRAC, suitability obligations under the new MBLAA regulations. Harvey (our AI) cross-checks your files; you learn why it does.
Lender product mastery
Weekly BDM sessions direct from the source. Programs change every month — you're current because the source is in the room.
Training questions, plain answers.
Schedule, cost, format and who teaches it.
How is training delivered — in-person, virtual, or recorded?+
All three. Live in-person sessions happen at our Vaughan office. Live virtual sessions are streamed to agents across Ontario. Recordings are available afterward but they are NOT the primary modality — you're expected to attend live. Showing up is what makes the difference between knowing the material and being able to use it.
Who actually leads the training?+
Our Broker Manager (15+ years in the business) leads underwriting, file structuring, and the weekend intensives personally. Lender BDMs lead product training direct from each lender. Senior brokers lead sales and pipeline workshops. Harvey (our compliance AI) + a compliance lead handle FSRA and B-20 updates. You learn from the people doing the work — not delegated to junior staff.
What if I have to miss a session?+
Recordings are posted within 24 hours. But missing live sessions repeatedly is something we'll talk to you about — accountability is part of the training contract. The reason brokerages let agents disappear is they don't actually care if you produce. We care.
How long is the formal training program?+
Training never stops — there's a live session every weekday and a weekend intensive. For new agents, the first 90 days are the most structured: our Broker Manager works every deal with you, so what you learn in a session gets applied to a real file that same week. Experienced agents get onboarded onto our tech stack and Mortgage Squad Advisors Academy systems alongside the live calendar.
Do I need to live near Vaughan to participate?+
No. Most sessions are hybrid or fully virtual, and the weekend intensive is hybrid, so agents anywhere in Ontario can attend live by video. Mentorship and 1-on-1s are virtual by default.
Is training included or extra?+
Included. Every commission tier (Training → Legend) gets full access to live training, the Mortgage Squad Advisors Academy library, and lender BDM sessions. There is no upsell — training is not a product we sell, it's the foundation of how we run the brokerage.
Will I be ready to fund deals after the program?+
Yes — and you won't fund alone. During your training tier (typically the first 12 months), the Broker Manager reviews every deal you submit. The goal is to make sure your early files build correct habits that compound for the rest of your career.
What makes this training different?+
It is live, in-person and virtual, every single business day, rather than a folder of recorded videos. We're trained by the person whose name is on the brokerage license — not by a marketing department or a third-party LMS vendor. And we hold each other accountable.
Do you reimburse my licensing course?+
Yes. Your licensing course is paid back once you've been a licensed Mortgage Squad Advisors agent for 12 months and funded $10 million in that time. FSRA compliance and regulatory updates are part of the live training calendar, so your practice stays current as the rules change.
What does it cost to access training?+
Nothing extra. Training is included in your $150/month platform fee — the flat fee that covers everything. During your training tier, even that fee is waived entirely. You pay nothing until you're ready to run your own book.
Want a sample week of training?
Apply confidentially and we'll send you the actual training calendar for next week — judge it for yourself before you commit.