Location: Burlington, ON
Education is at the core of Loewen Group Mortgages. Everyone on the team has the professional qualifications required to give clients top-notch service and advice in all areas of the mortgage process, and team members spend time with every customer to provide a deep understanding of options through the use of public and proprietary technologies. To ensure this is done to the best of everyone’s ability, the brokerage is constantly investing in education.
Loewen Group Mortgages’ established use of technology has helped it navigate the pandemic smoothly. “We have an online booking calendar for clients to arrange video calls,” says founder and president James Loewen. “We use Finmo to have them start their application immediately and use the auto docs function so they can begin securely uploading docs. We have an onboarding expert whose only role is helping clients with completing apps, getting docs uploaded and ensuring they book with an agent. From end to end for almost three years now, there is not one part requiring any in-person meetings.”