Location: Fully Remote (Canada) Compensation: Competitive Commission Structure | Uncapped Earning Potential Grow Your Income by 50-100% If you're an elite mortgage associate/broker or a mortgage advisor at a bank/credit …
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Customer Development Representative - Calgary - UniFirst Canada
Calgary, Alberta, Canada · On-site
Mid level
Customer Development Representative UniFirst is seeking a motivated, self-driven individual for a Customer Development Representative position to increase existing account sales in a dedicated market territory. As a Cust…
Skills: B2B Sales, Account Management, CRM Software, Microsoft Office Suite, Mobile Technology
Focus on building client relationships and closing mortgage deals by leveraging automated workflow tools. Manage the mortgage process from pre-approvals to renewals while utilizing in-house support for administrative tasks.
Requirements
Must be a licensed Mortgage Associate or Advisor with at least 2 years of continuous experience. Proven track record of originating at least $10M in mortgages within the last 12 months with strong self-generation of leads.
If you're an elite mortgage associate/broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business?
About Perch
Perch is a 4X award-winning mortgage brokerage, enabling Canadians to make data-driven decisions to save money on their mortgage and easily access their home equity. Along with the support of a dedicated team of real estate and mortgage professionals, users can take control of their homeownership journey, from pre-approvals to mortgage renewals and everything in between.
Founded in 2018, Perch is based in Toronto and works with homeowners across Canada, including Quebec.
The Perch Advantage
Automate Your Workflow: Our system automates the most time-consuming tasks, including:
Nurturing your client pipeline and identifying new opportunities.
Guiding clients step-by-step through their application.
Integrating Equifax soft credit checks.
Automatically requesting the correct documents from clients.
Handling compliance and FINTRAC reporting.
Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business.
Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.
Who We Are Looking For
Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads.
Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Mortgage Associate/Broker or as a Mortgage Advisor at a bank or credit union.
What We Offer
Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume.
Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000.
Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals.
Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients.
Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.
If you are ready to stop managing paperwork and start building your future, apply today to join us in building the most innovative mortgage brokerage in Canada.
This posting is for a current vacancy that we are actively and immediately seeking to fill. Applications are reviewed by our recruitment team; however, software tools, including AI, may be used to assist in screening, assessing, or selecting applicants. Compensation for this role is commission-based. The estimated range provided reflects typical earnings; actual compensation will vary based on individual performance. Contract details are subject to the Mortgage Representative Agreement.
We're a digital mortgage broker helping you build wealth through real estate.
Whether you’re a first-time home buyer or real estate investor, you can buy sooner and save money with Perch:
● Get a mortgage pre-approval in as little as 20 minutes
● Qualify for up to 50% more compared to going with a bank
● Get an instant mortgage rate quote, without the wait
● Save up to $3,000/year in mortgage interest
● Get alerts on the best time to switch or renew your mortgage and save
Check out our free mortgage search engine: https://myperch.io/tools/pathfinder/
Offices: 100 College St, 150, Toronto, Ontario M5G 1L5, CA
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