Course 21 · Free

Client Intake & Discovery

The conversation that decides a mortgage file before it ever reaches underwriting — what to ask, in what order, how to hear what a client isn't saying, and the consent and documentation that has to happen before you collect a single document.

This course
  • 6 modules · ~83 min
  • New → intermediate
  • Knowledge check in every module
  • Canada-wide · reviewed August 2026
№ 01 — Modules

Work through it in order, or dip in.