Creating Digital Documents

General instructions for clients to use apps or computer software


Sending Your Documents

Explaining the different options for sending us documents


Velocity Client Portal Instructions

Client instructions for uploading docs to Velocity


Appointment Booking Workflow

Book appointments for clients

Facebook Ad Exclusion

Stop seeing our FB ads on this device

Calculate Dates for Rate Holds

Vacation Tracking Sheet

Check your vacation days

Personal Mortgage Deals

Record your personal mortgage deals

New Home GST Calculator

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:

BMI - Mortgage Insurance Presentation

Slideshow for clients

BMI - Mortgage Insurance Applications

Client Application page