Broker Services – Comprehensive List of Packages
A streamlined service that bundles all required mortgage documents into one compliance-ready PDF and handles the upload to MA once you’re broker complete.
Includes:
- Packaging all lender, compliance, income, property, and down payment documents into a tidy PDF
- Uploading the completed package to MA compliance (or sending it back to you if you prefer to upload yourself)
Starting after mortgage approval, this service prepares and delivers a clean, compliance-ready signing package for 1–2 borrowers, complete with all required disclosures and lender forms.
What we do:
- Generation of key documents such as the MPP, provincial disclosures, and the Mortgage Product Suitability Form that we all love so much (right?)
- Creation and delivery of the full signing package, including all lender forms for up to 2 borrowers
- Submission of the signed MPP Application to MPP
Optional Bonus Add-ons: Appraisals, Land Titles, and more!
Get your mortgage paperwork flow on point with hands-on coaching tailored to your pace—no overwhelm, just results.
Includes:
- When and how to prep documents for signing, plus smart template setup
- Naming files like a pro and setting up Velocity or cloud folders for smooth doc collection
- Mastering disclosures, building client-friendly signing packages, and MPP essentials
- What to do with docs after signing and polishing your payroll package for compliance
Perfect for complete or cancelled files, this service bundles all required documents—lender, compliance, income, property, and down payment—into one tidy PDF and uploads it to compliance. (Got more than 5 cancelled files? Ask about our discounted bundle package.)
What’s Included
✔ Document packaging into compliance-ready PDF
✔ Upload to MA compliance (or sent back to you, for you to upload, if preferred)
Add-Ons:
Re-do & Resend Fee +$10 per document if corrections are needed on provincial disclosures and we must resend to the borrower. (No charge if the broker does the work to correct.)
Disorganized Files & Document Clean-Up +$10
→ Excessively disorganized files that make locating documents a challenge
→ If the file requires more than 7 images to be converted to PDF (especially those sneaky .heic iPhone photos)
→ Significant follow-ups due to multiple missing or incorrect documents
This kicks in after mortgage approval. I’ll prepare and deliver a clean, compliance-ready signing package for 1–2 borrowers, complete with all standard forms and disclosures.
What’s Included:
✔ Document Generation: MPP, Prov Disclosures, Suitability Profile, etc
✔ Creation & delivery of signing package, including all lender forms for up to 2 borrowers
✔ Submission of signed MPP Application to MPP
Not Included (Still your Job):
✗ Any direct contact with lender or borrower
Add-Ons & Extra Services – Optional upgrades for those “special” files.
→ Appraisals +$10 if you want us to order the appraisal for you. We will need your login to the appraisers portal
→ Land Title +$5 if you want us to order a land title for you. You will need a MyLTSA account that is pre-loaded with funds for this (as it has to be paid for up front)
→ Extra Borrower(s) +$10 to add up to 2 extra borrowers to the signing package
→ Re-do & Re-Send for Signature +$20 If lender or mortgage amount changes and documents have to be re-generated and sent out for signing again
Whether you’ve fumbled through it before or this is your first run, I’m here to make it all click.
Phone, Zoom or Google Meet sessions, paced to fit your schedule and questions.
Application → Submission
When to send which documents for signing, how to setup templates
Naming conventions so future-you isn’t swearing at a file called “final_FINAL_v3.pdf”
Setting up Velocity or cloud folders for smart 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.
This coaching comes with a comp split (rather than flat rate) of 10 bps to keep things fair and square for the time I invest in helping you become the best paperwork wizard you can be.
Not My Circus (Read: Your Responsibilities, Not Mine):
I’m here to build beautiful, compliance & payroll packages—not to babysit files or manage your deal. If it falls into one of these buckets, it’s your show:
✗ Pre-Submission to lender signing docs (consent, etc)
✗ Returning signed docs (e.g., Form 10, commitment) to the lender portal
✗ All communication with clients, lenders, and closing partners
✗ Determining if income or bank documents are valid or lender-acceptable
✗ Taking responsibility for delays due to incomplete, incorrect, or unlabeled files
Obligatory Terms & Conditions
→ Signing packages will be completed within 1 business day, subject to current volume and workload.
→ Payroll packages must be uploaded prior to closing to ensure compliance with regulatory requirements. Delays in submitting files to MA Link are the responsibility of the broker.
→ Cancelled files still need 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 (on the MA side), and these days you’ll find me not only brokering files, but also thriving behind the scenes, turning chaotic mortgage files into neat, compliance-ready masterpieces that save you time and headaches.
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 genuinely love digging into the nitty-gritty of paperwork and spotting those little details—because when the fine print is solid, everything else just falls into place. It’s not just about ticking boxes; it’s about making sure brokers feel confident their files are polished, professional, and ready to shine.
I also have an amazing unlicensed assistant who supports me by sending signing packages and diligently following up on compliance-related items—making sure nothing slips through the cracks.
This is why I’m the Mortgage Mom — the one who keeps your files tight, your process smooth, offers warm hugs when the paperwork gets tough, never judges your file-naming skills (although I may eat a cupcake or two thinking about it later), and gives you the tools to own the process.
“Kerri takes care of the clutter so I can focus on closing and my clients. It’s great to not have to worry about if i’m putting the right things in the right places on all those forms!” — Kiki B
“Kerri’s attention to detail saved me so much time and stress. Sending signing packages, ordering appraisals, etc – Tackling the stuff that I will admit, I don’t know how to do. My weaknesses are her strenghts!” — Stevan P
Standard & Approval packages are subject to GST.
Payment is due via e-transfer within 14 days of invoice receipt
brokers@mortgagemom.ca | 778-242-6183