$50 per package uploaded to velocity connect compliance
For when your file is done and you just need everything packaged and submitted properly so you can get paid.
✔️ Organize into a compliance-ready structure
✔️ Upload to Velocity Connect Compliance
$125 per package sent out for signing through your platform
For when you want to hand off the signing process after mortgage approval.
✔️ Build, tag, and set up the full e-sign package in your signing platform
✔️ Send directly to you and the client(s) for signing
✔️ All packages sent within 1 business day.
10bps split for document training
For brokers who want to tighten up their file process and stop guessing what comes next.
✔️ File naming, folder setup, and system organization in Velocity
✔️ How to build clean signing packages and handle disclosures correctly
✔️ What happens after signing, including payroll prep
What’s Included
- ✔Document packaging into compliance-ready PDF(s)
- ✔Upload to Velocity Connect Compliance and MA Link (or sent back to you if preferred)
Add-Ons
- Disorganized Files & Document Clean-Up +$10
- →Excessively disorganized files that take over 15 minutes to sort through
- →Files requiring 10+ images to be converted to PDF (.heic photos, etc.)
- →Significant follow-ups due to missing or incorrect documents
What’s Included
Document Generation:
- ✔ MPP application
- ✔ Provincial disclosures (Fixed Credit, Open Credit, Form 10, Letter of Direction, etc.)
- ✔ Mortgage Product Suitability Form
Package Preparation & Sending:
- ✔ Full signing package preparation
- ✔ Signature field setup in e-sign platform
- ✔ Direct sending to client(s)
What You Provide
- All lender forms (Commitment, PAD, Stated Income, FCT/FNF, etc.)
- Just forward what they send you
Not Included
- ✗ Direct lender or borrower contact
- ✗ Sending initial Consent Form
- ✗ Sending AB Service Agreement
- ✗ Filing signed docs in client folder
- ✗ Returning signed lender docs to lender
Add-Ons (Optional)
- → Appraisals +$10
- → Land Title +$5
- → Re-do & Re-Send for Signature +$20
Application → Submission
- When to send which documents for signing
- Naming conventions so future you isn’t swearing at a file called “final_FINAL_v3.pdf”
- Setting up Velocity or cloud folders for doc collection
Approval → Broker Complete
- How to nail disclosure forms without second-guessing
- Building signing packages
- MPP Intricacies – PDF, Web Link?
- What to do with each doc from the signing package once it’s been signed
Broker Complete → Payday
- Compiling the payroll package for compliance and upload
- Software options – Adobe? Sterling? ILovePdf?
I’m here to build compliance & payroll packages—not to babysit files or manage your deal. If it falls into one of these buckets, it’s your responsibility:
- ✗ Pre-submission lender signing docs (consent, etc)
- ✗ Returning signed docs to lender portal / MPP
- ✗ All communication with clients, lenders, closing partners
- ✗ Determining document validity or lender acceptability
- ✗ Delays due to incomplete, incorrect, or unlabeled files
- → Signing packages completed within 1 business day, subject to workload unless otherwise noted
- → Payroll packages must be uploaded prior to closing for compliance requirements
- → Delays in Velocity Compliance Connect are broker responsibility
- → Cancelled files still require payroll packaging
- → Compliance review at MA can take up to 10 days
Hi, I’m Kerri
Your friendly neighbourhood paperwork whisperer and champion of file organization and broker sanity.
Since October 2020, I’ve been a licensed sub-mortgage broker with A Better Way. These days you’ll find me not only brokering files, but also behind the scenes, turning chaotic mortgage files into neat, compliance-ready masterpieces—letting you do what you do best.
Outside of the paperwork hustle, I’m a proud mom of two amazing boys. They inspire me every day to be honest, kind, and trustworthy—not just in life, but in the work I do for my clients and partners.
I actually love getting into the messy parts of paperwork and catching the little things most people miss. When the details are right, everything else just clicks.
That’s why I’m the Mortgage Mom—I keep your files tight, your process smooth, and never judge your file-naming skills. My goal is to help you feel confident, in control, and totally capable of owning your process.
Standard & Approval packages are subject to GST.
Payment is due via e-transfer within 14 days of invoice receipt.
Services available to ABW brokers with MA only.
brokers@mortgagemom.ca | 778-242-6183
Let’s connect and make your mortgage files clean, compliant, and stress-free.