Mortgage broker practice advisor, RECA

In March 2017, Gary joined RECA as their first mortgage broker practice advisor. Gary has extensive experience in residential and commercial mortgage brokerages, and over 20 years’ experience in the mortgage insurance industry. He first began his career with Canada Mortgage and Housing Corporation and has an extensive background in mortgage broker education and financial literacy.

Session: Great expectations: The relationship between real estate professionals & mortgage brokers
Description: Consumers benefit from a strong working relationship between their real estate professional and their mortgage broker. Join Doug Dixon and Gary Siegle as they discuss real estate professionals’ expectations of mortgage brokers and vice versa. You’ll learn what industry professionals can share with, and expect from, each other. You'll also gain insight into client consent to share information and consequences when industry professionals cross the line into another sector.

Become more familiar with the role of mortgage professionals;
Acceptable professional behaviour between real estate professionals and mortgage brokers;
 When is it OK to accept a fee for a referral to a mortgage professional;
 Under what circumstances do real estate professionals require a licence to deal in mortgages to accept referral fees; and
 Regulatory requirements affecting both real estate and mortgage professionals.

Location:  Palomino C
Time:  1:30 p.m. - 2:30 p.m.

Other Speakers
      All Sessions