MortgageBrokerNews is continuing its series of features on the finalists for Broker of the Year in both categories -- the under 25 employees and the 25 and over. This year’s group is the most diverse, spanning the country. Winners in both categories will be named at the upcoming Canadian Mortgage Awards
on May 10 at the Liberty Grand in Toronto.
Finalist in the Mortgage Broker of the Year (25 Employees and Over) category
Kelly Wardle, Pro Link Mortgage Inc., Calgary, Alta.
Kelly Wardle went from helping people find their dream home to arranging mortgages to make their dreams come true.
“I had more than 10 years in real estate before entering the mortgage industry working for Bridge Capital as a mortgage associate in Calgary,” says Wardle. “I stayed with Bridge Capital from 2004 to January 2010, moving my licence to Pro Link Mortgage to work with Debbie Weiss – and where I plan to spend the balance of my mortgage brokerage career.”
The company has approximately 42 brokers, associates and staff located in British Columbia, Alberta and Saskatchewan.
“A good 27 per cent of my business in 2012 was repeat business from past clients that had their existing mortgages up for renewal, purchasing move-up properties, or purchasing additional properties for investment purposes,” he says.
With nearly three-quarters of his business coming from referrals, Wardle credits his experience with maintaining those clients.
“If I had to pick out one deal that I did in 2012, it would be a mortgage renewal that I completed for a client who was referred to me from another existing client of mine,” he says. “The customers called me in a panic as they were told that they were being ‘foreclosed’ on if they didn’t get a new mortgage lender and their mortgage renewal completed in a week. They were completely upset and shocked that their bank would treat them in this way.
Wardle reviewed the file with one of his dedicated underwriters, who confirmed that there were no issues and there would be no problem issuing an approval.
“The deal funded on time, with an extra day to spare, with an excellent interest rate and with some extremely relieved and happy clients,” says Wardle with satisfaction. “These clients have since sent me four referrals in the past year and are extremely happy.”
For a full list of finalists and to reserve your place at the industry’s biggest night visit www.canadianmortgageawards.com
- hope you don't miss out this year!
The awards sell out every year and with only a few chairs left
, we hope it’s not you missing out this year!