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Client Experience

How Working with a Mortgage Broker in Canada Works

Getting a mortgage can feel like stepping into the unknown. It does not have to. This page walks you through every stage of working with us, so there are no surprises, no confusion, and no wondering what comes next.

Three Promises We Make to Every Mortgage Client

You will always know where things stand.

We do not disappear after your application is submitted. You will hear from us at every milestone, and if something changes, you will be the first to know. Silence is not how we operate.

You will always understand your options.

We will never push you toward a product because it is convenient for us. Every option we present comes with a clear explanation of the trade-offs, in language that actually makes sense. The decision is always yours.

You will always be treated like a person.

You are not a file number or a transaction. You are someone making one of the biggest financial decisions of your life, and we will treat that with the care and attention it deserves. Every conversation, every document, every step.

Your Mortgage Journey, Step by Step

Click through each phase to see exactly what happens, who does what, and what to expect at every stage of the Canadian mortgage process.

Human Mortgage
You (Client)
Together
Milestone
Note: The journey below outlines a typical purchase experience. If you are refinancing, renewing, or exploring a reverse mortgage, the process is very similar. The same phases, the same care, and the same team guiding you through it.
Discovery Call
A free, no-pressure video call. We learn about your goals, your timeline, and what matters most to you. You ask us anything. We figure out together whether we are the right fit. No application, no commitment.
Send Application LinkHM
We send you the Mortgage Journey online application link along with a summary of your Discovery Call, so everything is fresh and documented.
Complete ApplicationYou
Fill out the Mortgage Journey application at your own pace. It covers your income, assets, property details, and goals.
Send Document ChecklistHM
Once your application is received, we send a personalized checklist of documents based on your specific situation.
Complete ComplianceAuto
You receive an automated email to complete KYC (Know Your Client), sign the Client Agreement, and verify your identity through digital IDV.
Upload DocumentsYou
Upload income verification, bank statements, government ID, and other requested items through our secure portal.
once documents received
Review DocumentsHM
We review everything you have submitted, flag anything missing or unclear, and prepare for our Strategy Call.
Strategy Call
A dedicated one-on-one video call. We review your full financial picture, discuss your budget, explore your options, and build a plan tailored specifically to your situation. This is where everything comes together.
Lender WorkHM
We submit rate holds, search lender options, query lenders for viability, and work through any unique aspects of your situation. This happens behind the scenes while you focus on finding your home.
Property SearchYou
With your pre-approval in hand, you work with your realtor to find the right property. We are available anytime if you need to check numbers on a listing.
Accepted Offer on a Property
Once your offer is accepted, we shift into high gear. Everything below is triggered by this milestone.
Options Presentation
Now that you have an accepted offer, Joshua presents your lender options side by side. Fixed vs. variable, terms, penalties, flexibility. We explain every trade-off in plain language, firm up the plan, and decide on next steps together.
Assign UnderwriterHM
We assign a dedicated underwriter to your file and introduce them to you. Your underwriter manages document submissions and lender conditions. Joshua continues to handle all strategy decisions and keeps you updated on the deal.
Meet Your UnderwriterYou
You will be introduced to your underwriter, who handles the paperwork side. Joshua remains your main point of contact for strategy, updates, and any questions along the way.
Submit to LenderHM
Your underwriter submits the full application to the chosen lender and coordinates all condition requirements.
Additional DocumentsYou
You may need to provide updated bank statements to confirm your down payment, or other documents the lender requires. We walk you through exactly what is needed and why.
Satisfy ConditionsHM
Our team works with the lender to satisfy every condition on your approval. Joshua keeps you updated as each one clears.
Subject Removal Date
All conditions satisfied. Subjects are removed. Your financing is confirmed and the deal is firm.
Final CoordinationHM
We coordinate with your solicitor (lawyer or notary) and lender to make sure all closing documents are prepared and everything is in order.
Solicitor AppointmentYou
You meet with your lawyer or notary, typically two to three business days before closing. They walk you through the final documents and you sign everything needed to complete the purchase.
Closing Day
The purchase closes. The funds are transferred, the title is registered in your name, and you get your keys. Congratulations. You are a homeowner.
Your Mortgage Partner for Life
Your mortgage does not end at closing, and neither does our relationship. Here is what you can always count on:
Anniversary Call
Every year on your mortgage anniversary, we call you. Not to sell you anything. Just to check in and make sure everything is still working for you.
Mortgage Health Check
During your anniversary call, we do a full mortgage health check-up. We review your rate, your equity position, and whether any changes make sense.
Open Door Policy
You are always welcome to schedule a call with us, any time, for any reason. A question about your mortgage, a life change, a referral. We are here.

Ready to start your journey?

Book Your Discovery Call

What Your Mortgage Broker Needs From You

We handle the heavy lifting. The lender research, the paperwork coordination, the rate negotiations, the follow-ups. That is our job, and we take it seriously.

Your part is simpler than you think. Be honest with us about your situation, even the parts that feel uncomfortable. The more clearly we understand your finances, the better we can protect your interests. Respond to our requests when you can, because timely documents keep your approval on track. And ask questions. There is no such thing as a bad question when it comes to your mortgage.

That is it. You bring the honesty and the questions. We bring everything else. Ready to get started? Book your free consultation.

How Long Does the Mortgage Process Take in Canada?

Most purchases take about three to four weeks from application to closing. Every situation is different, so we will always give you a realistic timeline based on your specific circumstances. Here is what most clients can expect.

Pre-approval

Usually completed within a few days of receiving your documents. This gives you a clear picture of what you can afford before you start shopping.

Full approval (purchase)

Typically one to two weeks, depending on the lender and any conditions that need to be satisfied. We keep you updated throughout.

Renewals and refinances

Timelines vary, but we always start the conversation early. Starting early means there is never a rush, and you have the time to make the best decision.

Whatever your timeline looks like, we will map it out together on our first call so you know what to expect from day one.

Why Choose an Independent Mortgage Broker

We Work For You, Not the Bank

A bank employee can only offer you their bank’s products. We are independent mortgage brokers, which means our only job is to find the mortgage that is best for you. We get paid the same regardless of which lender you choose, so our advice is always in your corner.

50+ Lenders Means Real Choice

When you work with a single institution, you get a single option. When you work with us, we search across more than 50 lenders, including the big banks, credit unions, and specialized lenders most people never hear about. More options means a better fit.

Plain Language, Always

Mortgage documents are full of jargon that can make your eyes glaze over. We translate everything into clear, simple language so you actually understand what you are agreeing to. No fine print surprises. If something does not make sense, we explain it until it does.

Want to learn more about our mortgage services? We help with purchases, refinancing, renewals, and reverse mortgages.

Common Mortgage Questions

How long does the mortgage process take in Canada?

Most purchases take about three to four weeks from application to closing. Pre-approval is usually completed within a few days of receiving your documents. Every situation is different, and your mortgage broker will give you a realistic timeline based on your specific circumstances.

What is the difference between a mortgage broker and a bank?

A bank employee can only offer you their bank's mortgage products. A mortgage broker is an independent professional who searches across 50 or more lenders, including big banks, credit unions, and specialized lenders, to find the mortgage that is best for you. Brokers are paid the same regardless of which lender you choose, so their advice is always in your corner.

What documents do I need to apply for a mortgage in Canada?

You will typically need: income verification such as pay stubs, T4s, or a Notice of Assessment; recent bank statements showing your down payment; government-issued photo ID; and details about the property you are purchasing. Your mortgage broker will send you a personalized document checklist based on your specific situation.

Does it cost anything to work with a mortgage broker?

For most residential mortgages in Canada, the lender pays the broker's fee, so there is no direct cost to you. Your initial consultation is always free and comes with no obligation. Your broker will be transparent about any situation where fees might apply, such as private lending.

What happens after my mortgage closes?

At Human Mortgage, the relationship does not end at closing. You receive an annual anniversary call to review your mortgage, a full mortgage health check including your rate and equity position, and an open door policy where you can call or book a meeting any time for any reason.

How do I get pre-approved for a mortgage?

Pre-approval is a lender’s conditional commitment to lend you a specific amount, based on your income, credit, and financial profile. It typically takes a few days once your broker has your documents. Start with a free discovery call, complete an online application, and upload your documents. Your broker reviews everything and works with lenders to get you pre-approved, giving you a clear picture of what you can afford before you start shopping.

How much down payment do I need for a mortgage in Canada?

The minimum down payment in Canada is 5% of the purchase price for homes up to $500,000. For homes between $500,000 and $1,499,999, you need 5% on the first $500,000 and 10% on the remainder. Homes at $1,500,000 or more require a 20% down payment. If your down payment is less than 20%, you will also need mortgage default insurance (often called CMHC insurance). Your mortgage broker will help you calculate exactly what you need.

What credit score do I need to get a mortgage in Canada?

Most lenders in Canada require a minimum credit score of around 600 to 680 for a conventional mortgage. A score of 680 or above will typically qualify you for the best rates and terms. If your score is lower, options are still available through alternative and private lenders. Your mortgage broker can review your credit profile and recommend the best path forward.

What is the mortgage stress test in Canada?

The mortgage stress test is a federal requirement that ensures you can afford your mortgage if interest rates rise. You must qualify at your contract rate plus 2%, or the Bank of Canada’s qualifying rate, whichever is higher. This applies to all new mortgages and most renewals where you switch lenders. Your mortgage broker will explain how the stress test affects your purchasing power during your strategy call.

What are the closing costs when buying a home in Canada?

Closing costs in Canada typically range from 1.5% to 4% of the purchase price. Common costs include legal fees for your solicitor or notary, land transfer tax (which varies by province), title insurance, home inspection, and property appraisal. Your mortgage broker will outline your expected closing costs early in the process so there are no surprises on closing day.

Licensed and Regulated

Human Mortgage operates under XEVA Mortgage, licensed by the British Columbia Financial Services Authority (BCFSA). Your mortgage is handled by Joshua Resvick (License #X300296), Chief Human Officer at Human Mortgage, and our team of licensed mortgage professionals. Learn more about our team.

Ready to Start Your Mortgage Journey?

Book a free call or send us a message. No commitment, no obligation, no pressure. Just a conversation about what is possible for you.