Creating Digital Documents
General instructions for clients to use apps or computer software
URL
https://www.comoxmortgages.com/creating-digital-documents/Sending Your Documents
Explaining the different options for sending us documents
URL
https://www.comoxmortgages.com/sending-your-documents/Velocity Client Portal Instructions
Client instructions for uploading docs to Velocity
URL
https://www.comoxmortgages.com/sending-documents-through-client-portal/
Appointment Booking Workflow
Book appointments for clients
Facebook Ad Exclusion
Stop seeing our FB ads on this device
Calculate Dates for Rate Holds
www.timeanddate.com
Vacation Tracking Sheet
Check your vacation days
Personal Mortgage Deals
Record your personal mortgage deals
New Home GST Calculator
www.rosborough.com
Gift Delivery Log
Submit a record of gift delivery
Travel Log for Personal Vehicle Use
Record KMs driven for business purposes
Gift/Prize Photos
Please forward all contest prize winner and client gift photos to:
pictures.comoxmortgages@gmail.com
Invoice Request
Request an invoice be sent to a client for payment
BMI - Mortgage Insurance Presentation
Slideshow for clients
BMI - Mortgage Insurance Applications
Client Application page
First Time Home Buyer Presentation
Slideshow for clients
URL
https://comoxmortgages.com/first-time-home-buyer-presentation/