Guides
Guides for Canadian mortgage brokers and realtors
Each guide answers one question first, then shows the how: what to say, what to send and which rules apply in Canada. Every one cites its sources.
- CRM and workflow for brokers
CRM in Real Estate Industry: What Breaks After Each Call
Why real estate and mortgage CRMs stop getting updated after a client call, what PIPEDA expects of that data, and a checklist to fix the habit.Read the guide - Client calls and scripts
Real Estate Buyer Intake Form: Questions to Ask
A buyer intake script for Canadian realtors, with first-time buyer financing questions, a situation table, and what to do with the answers afterward.Read the guide - Follow-up after a client call
Follow-Up Email After a Client Call: What to Send
What a mortgage broker or realtor should put in a follow-up email after a client call, with a template, timing and a Canadian consent note.Read the guide - Recording client calls
How to Record a Meeting on iPhone for Client Meetings
Record a client meeting on iPhone with Apple's built-in tools, the Canadian consent rule that applies, and a line to say out loud first.Read the guide - Client calls and scripts
Realtor Cold Calling Scripts: 5 Canadian Examples
Five realtor cold calling scripts to adapt, plus the Canadian National Do Not Call List rule other script guides skip and what to do once someone says yes.Read the guide - Recording consent and the law
One-Party Consent in Canada: Recording Client Calls
Canada's one-party consent rule explained for brokers and realtors, plus the separate notice your business owes clients, by province.Read the guide - Recording client calls
How to Record a Call on iPhone for Client Calls
How to record a client call on iPhone with Apple's built-in recorder, what Canadian consent law actually requires, and what to do with the recording afterward.Read the guide