Location: Ottawa, ON
The Mortgage Advisors was established in 2010 by brokers Matt Daniels and Christa Tessier, both of whom are committed to providing clients with a trusted partner who can walk them through the mortgage process and obtain suitable financing. Dedicated to growing a thriving team, The Mortgage Advisors focuses on hiring the right people, building efficient processes, providing an excellent client experience and creating an environment where everyone has the opportunity to succeed.
“Having a clear process with the right tools in place helps navigate and manage the customer experience,” Daniels says. “Communication with all parties involved and identifying potential issues before they happen are key to creating satisfied clients.”
To navigate the challenges of COVID-19, “we quickly transitioned to working remotely from home,” says Carla Gervais, director of sales and operations. “Our client experience didn’t skip a beat, as we were already set up for success with our secure online applications, easy upload for documents and e-signing.”