Membership Registration

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MA Registration Form

This registration requires some additional uploads and signatures in order to expedite your process.

If you need to stop or need to catch up on any documentation, you can save and continue anytime you'd like by hitting the "Save & Return" option at the bottom of any section.

Agent Registration

First Name

Last Name

Common Name / AKA

Team / Lead Planner

Gender

Male

Female

Other

Requested Start Date

Contact Email Address

Birthdate

Social Insurance No

Photo Identification

(Driver’s License, Passport) clear copy in colour

Upload Photo ID

Choose File

Business Address

Communication Preference

Preferred Mailing?

T4A? (If pd to personal a/c only)

None

Is the Business Address a storefront/open to the public?

Address

Address Line 1

Address Line 2

City

Province

Postal Code

Office Phone

Office Fax

Mobile Phone

Other Phone

Home Address

Same as Business?

Communication Preference

Preferred Mailing?

T4A? (If pd to personal a/c only)

None

Address

Address Line 1

Address Line 2

City

Province

Postal Code

Home Phone

Home Other

Emergency Contact Information

First Name

Last Name

Relationship

Contact Number

Certifications

Mortgage licensing education (provider, certifications, dates)

New License

Reinstatement

Transfer

Please upload your education certificate

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Licensing

Mortgage License Number(s)

License Type (If AB - please indicate RECA Username)

Other Licenses (Financial Planner, Real Estate Agent, Insurance Broker) Please include name of Brokerage/Dealer/MGA & Province

Please upload your Criminal Record Check

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Associations

Please enter what your Other associations are

Have you previously been registered with Mortgage Architects?

Yes

Mortgage Business Activities

Annual Mortgage Production ($)

Please upload your Volume Reporting

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Top Lenders

Lender 1 Name

Lender 1 Funding Ratio (%)

Lender 1 Status

Status?

Lender 2 Name

Lender 2 Funding Ratio (%)

Lender 2 Status

Status?

Lender 3 Name

Lender 3 Funding Ratio (%)

Lender 3 Status

Status?

Business Mix

Residential (%)

Commercial (%)

Construction (%)

Client Mix

Purchases (%)

Refinances (%)

ETO (%)

Private/2nds (%)

Other (%)

Ancillary Mix

Mortgage Life Insurance (%)

Home/Auto Ins. Referrals (%)

Other (%)

Other Info

I am currently registered with MPP

Yes

Most recent Employer/Workplace*

*Equifax must receive this information for you to have your own credit bureau account

Other non-mortgage related Business Activities (personally or through any companies)

Background Questionnaire

Hang in there! We've just got some background questions for you now.

Remember, you can save and come back anytime by clicking the "Save & Return" button at the bottom of your screen.

Have you ever been refused registration or a license under any legislation, which required registration or licensing to deal with the public, in any capacity in any province, territory, state, or country; or have you held such a license and been the subject of a disciplinary proceeding that resulted in a penalty being imposed (e.g. fines, suspension, termination, reprimand, surrender); are you the holder of a license and currently the subject of an investigation or upcoming disciplinary proceeding that may result in a penalty being imposed?

Please provide details

Have you ever plead or been found guilty of an offence under any law in any province, territory, state or country, or are you currently the subject of any charges?

Please provide details

Has any partnership or corporation, of which you are or were at the relevant time a partner, officer, director or a controlling shareholder, ever plead guilty or been found guilty of an offence under any law of any province, territory, state, or country, or is any such partnership or corporation currently the subject of any charges?

Please provide details

Have you ever been a controlling shareholder, officer, or partner of a corporation or partnership which was declared bankrupt or made a voluntary assignment in bankruptcy, made a proposal under any legislation relating to bankruptcy or insolvency, or is currently not discharged or are you currently a defendant in any civil proceeding or are there any unsatisfied judgements imposed by a civil court in Canada or elsewhere, against a business in which you have an interest of at least 10 percent? If yes, give the name of such partnership, firm or corporation and specify a detailed job description

Please provide details

Have you ever been successfully sued or has a complaint ever been made against you to a regulatory body in any province, territory, state, or country that was or is, based in whole or part, on fraud, theft, deceit, misrepresentation, forgery, or similar conduct; or based in whole or part, on professional negligence or misconduct (including claims paid by an E&O insurance carrier or bonding company)?

Please provide details

Have you ever had an employment or business relationship terminated for breach of confidentiality, breach of trust, fraud, misappropriation of funds, theft, forgery, sexual harassment, or physical assault?

Please provide details

Are you currently a defendant in any civil proceeding or are there any unsatisfied judgements imposed by a civil court in Canada or elsewhere, against you personally?

Please provide details

Have you ever declared bankruptcy?

Please provide details

Have you ever had a lending/funding relationship terminated by a lender? This applies both to the applicant and all employees/subcontractors/ sub brokers/ associated with the applicant.

Please provide details

Are you aware of any REDX reports which have been lodged with which you are associated?

Please provide details

Have you had claims against you or a company with which you are associated resulting in a claim filed, either successfully or unsuccessfully, with an E & O insurer?

Please provide details

Have you ever had an ethics complaint filed against you which has been referred to either your broker association or your provincial regulator?

Please provide details

Have you ever been terminated from a brokerage/employer?

Please provide details

References

Please provide up to three (3) references, 2 from business colleagues.

Please select an option to share with us

Resume

LinkedIn URL

Both

Please Upload Your Resume

Choose File

LinkedIn URL

References

Please provide up to three (3) references, 2 from business colleagues.

Repeater Container

Name

Organization/Relationship

Contact Information (Phone/Email)

I consent to a Personal Credit Check, Criminal Record Check, REDX and direct contact with my references,
and you may use this information in accordance with the Privacy Act and in your consideration of my
application to join MA /Mortgage Architects.

First Name

Last Name

Signed Date

Signature

Sign Here

IN RESPECT OF AMOUNTS DUE UNDER AN AGREEMENT WITH MA MORTGAGE ARCHITECTS
INC. (the “Company”)

***FILL OUT COMPLETELY***
*** Please attach a copy of void cheque (and company articles if applic.)**

Date of Agreement

Business Phone

Name of Payor (or Business)

Contact Person

Email Address

Fax Number

Please provide the following bank account information:

Financial Institution Name

Bank Number

Account Number

Transit Number

Address

Address Line 1

Address Line 2

City

Province

Postal Code

Country

This authorization is for the bank account MA Mortgage Architects credits my weekly commissions to

I hereby authorize MA MORTGAGE ARCHITECTS INC (‘Company’) to debit the account identified in order to pay all fees, charges and any other amounts owed pursuant to the terms of an Agreement between myself (or my Business) and the Company (monthly network Fees, licensing or processing fees, commissions, the cost of any products, inventory, equipment and/or supplies purchased from the Company(or its affiliates), and any other amounts owing to the Company, and, if necessary, to initiate adjustments for any transactions debited in error. These debits are related to the operation of my mortgage brokering activity with the Company, and the amount of each debit will vary. Regular payments for outstanding fees, charges and any other amounts will be first collected from my commissions, with the remainder of balances due shall be debited from my specified account. The Company will obtain my authorization for any other one‐time or sporadic debits.

I hereby waive pre-notification under Subsection 15(a) and Section 17 of Canadian Payments Association Rule H1, and as a result the Company is not required to provide me with pre-notification of the amount that will be debited from my account or pre-notification of the date(s) of such debiting.

I hereby waive the confirmation requirement under Section 16 of Canadian Payments Association Rule H1, and as a result the Company is not required to provide me with a Confirmation (as defined therein) at least 10 calendar days before the due date of the first pre-authorized debit hereunder. The Company will still provide me with (or make available to me) such Confirmation within 5 calendar days following the due date of the first pre-authorized debit hereunder.

The Company may assign this PAD Agreement at any time, directly or indirectly, by operation of law, change of control, or otherwise, by providing to me written notice of the full details of such assignment, including the identity and contact information of the assignee, at least 10 days in advance of the next PAD being issued in the assignee’s name.

This PAD Agreement only applies to the method of payment between me (or my Business) and the Company. This PAD Agreement or the termination of this PAD Agreement does not have any effect whatsoever with respect to any contract, including contracts for goods or services, between me and the Company. The Company may cease issuing pre-authorized debits in accordance with the terms of this PAD Agreement or in accordance with Canadian Payments Association Rule H1.

I can revoke this authorization at any time by providing 30 days’ notice to the Company. I can obtain a sample cancellation form or further information on my right to cancel this PAD Agreement at my financial institution or by visiting www.payments.ca. If any of the above banking information with respect to the account to be used for PAD transactions becomes invalid or incorrect, I will provide the Company with immediate notice of such changes and authorize the Company to charge all fees due to an alternative bank account. I must provide written notice at least 15 business days before the due date of a PAD to the Company, of any change with respect to the account which it has designated debits to be drawn.

I have certain recourse rights if any debit does not comply with this agreement. For example, I have the right to receive reimbursement for any debit that is not authorized or is not consistent with this PAD Agreement. To obtain more information on my recourse rights, I may contact my financial institution or visit www.payments.ca.

Contact:
MA MORTGAGE ARCHITECTS INC.
5675 Whittle Road, Mississauga, ON L4Z 3P8
commissions@mtgarc.ca

BANK ACCOUNT NAME:

*** Please attach a copy of a void cheque ***

Choose File

Signature

Sign Here

Date

First Name

Last Name

Title

Signature

Sign Here

Date

First Name

Last Name

Title

The mortgage agent to be registered with MA Mortgage Architects in AB, SK, MB, ON, QC, NB, NS, NF) (a registered mortgage brokerage under provincial Mortgage Brokers' Acts) has established the following entity:

The company is owned by, or a majority controlling interest in the company is held by:

I have the authority to provide consent for the registered company to receive all my funded mortgage commissions for
mortgage transactions brokered through MA Mortgage Architects. I acknowledge that the company will not advertise
itself as providing mortgage services, shall not accept trust funds nor administer or syndicate mortgages unless it is duly
licensed and insured for those activities. I agree to provide access and disclosure of all records pertaining to the
company as requested by MA Mortgage Architects and/or the Financial Services Regulator/Commissions for the
respective province(s) I am licensed as may from time to time be required.

*** Please attach a copy of Articles of Incorporation/ Business Registration***

Choose File

Your New Email

Your email address default set-up will be firstname.lastname@mtgarc.ca

All agents of Mortgage Architects receive a free email account that is used to setup email notifications for:

✓ Expert
✓ Licensing authorities
✓ Eximius web applications
✓ MA Websites
✓ My Mortgage Planner App
✓ Corporate Communications
✓ MA Link broker intranet (username)

Your mailbox can be accessed with Outlook and most mobile phones, online webmail and almost all other
software supporting IMAP or ActiveSync. If you have opted to forward your email to your preferred business email
you will not be able to reply from your @mtgarc.ca email address.

You will receive setup instructions for your @mtgarc.ca email at the contact email address you provided in your
registration package. This will include setup instructions for Outlook, webmail, mobile devices etc.

WEBSITE and MY MORTGAGE PLANNER APP

Every agent of MA will also receive a personal web page on the Mortgage Architects www.mortgagearchitects.ca, and a personalized “My Mortgage Planner App”. The following information is required to ensure your personal web page and App are active on your start date. Your personal web page uses the naming convention of “www.mortgagearchitects.ca/FirstnameLastname”. Your personal app landing page and link for your customers and referral partners for your “My Mortgage Planner App” can be found on the upper right corner of your web page.

First Name

Last Name

Designations

Business Phone:

Fax

Title

Cell Phone:

Languages Spoken

Biography:
You may provide a short biography, which is your short description showcasing your professional profile. It is a condensed version of your career history and personal achievements that provides your readers with insight into who you are. Attempt to highlight your experience in a way that demonstrates credibility.

Choose File

Photo:
This must be at least 300 DPI in a jpeg format. (We are unable to make sizing adjustments to pictures, single portrait headshots only) A professional photo is recommended.

Choose File

Markets Served:

these are the geographic areas of concentration you service. Indicate one (1) primary market and
three (3) secondary markets. We suggest each market be within 45 minutes drive of your business location.

1.
Primary

City

I would like to setup my MA website with my personally owned domain as follows:

*you can email support@mtgarc.ca to complete your website and URL configuration
or post a ticket on MA Link*

Print CRM: Program Enrollment

Fill out your Print CRM selections below.

Package Type

Standard Package ($38.00 + tax)

Deluxe Package ($69.00 + tax)

EXTENSION + 2 Years ($10.00 + tax)

Automatically added unless advised 30 days before delivery of last element in either the Standard or Deluxe programs.

Please Attach Photo

Choose File

Personalized Correspondence

Name

Designation (i.e. AMP)

Title (i.e. Mortgage Planner)

Slogan/Tagline ("Designed Around You") Optional

Phone #1

Phone #2

Email Address

Website

Signature

Please select whether you'd like to provide your printed signature here or with an upload.

Once you've selected, please provide three signatures afterwards. If you're uploading, please use a black felt tip marker for all three.

Signature Type

Sign Here

Upload Signatures

Signature 1

Sign Here

Signature 2

Sign Here

Signature 3

Sign Here

Signature 1 (Please use a BLACK felt tip marker)

Choose File

Signature 2 (Please use a BLACK felt tip marker)

Choose File

Signature 3 (Please use a BLACK felt tip marker)

Choose File

Program Participation:

Ensure that each file on Workbench is accurately recorded to enroll in CRM.

Print CRM program contact crm.admin@mtgarc.ca

Funds:

Full refund if notification to cancel received before a Thank You card is mailed
Full refund less $10 for returned Thank You cards where new address isn’t found <30 days
Returned mail after Thank You cards mailed considered inactive until address is corrected
Notice of mid-term adjustments (refinance, new purchase) cancel existing participation
Mid-term cancellations can be re-enrolled to new program for a new 3-year term

Register and Pay MPP Expense Allowances to:

Lead Planner

Associate

First Name

Last Name

Phone

The Expense Allowance option is a combination of the Calculation Basis and the Expense Level selected.

Calculation Basis	Description	Expense Level Option
Trailer Percentage Option	A percentage of the Premium will be payable monthly, beginning on the date the first Monthly Collection has been received by Manulife and the Borrower has completed underwriting.	25% This continues for as long as Monthly Collections occur, to a maximum of 60 months.
Trailer Percentage Option	The percentage depends on the selected duration of the payments.	20% This continues for as long as Monthly Collections occur.
Upfront Option	A one-time flat Expense Allowance will be payable for each new Certificate or Individual Policy on receipt of the first Monthly Collection by Manulife. The payment is conditional on receipt of 12 Monthly Collections. If less than 12 Monthly Collections are received, 100% of the Expense Allowance will be repaid.	11.25 times the Monthly Premium for MPP Forms
Upfront, No Charge-Back Option (default if no selection is made)	A one-time flat Expense Allowance will be payable for each new Certificate or Individual Policy after 3 Monthly Collections have been received and the Free Look Period has expired. Where the Expense Allowance is greater than $750, the portion of the Expense Allowance over $750 will be paid after 12 Monthly Collections have occurred.	9 times the Monthly Premium for MPP Forms

General Information on Compensation Payments:

Compensation Statements are sent out on or before the 15th of the month.
Expense Allowance is payable by the 15th of the month.
The timing and frequency of number of compensation payments made are based on receipt of a number of successful Monthly Collections. The number of successful Monthly Collections needed in order for the fees to be paid varies between each plan:
Trailer Percentage: Expense Allowance pays immediately after one Monthly Collection.
Upfront: Expense Allowance pays immediately after one Monthly Collection and underwriting completion.
Upfront, No Charge-Back: Expense Allowance pays after three Monthly Collections.

Enter split percentages below using decimal format: .10 = 10%

Compensation split: Mortgage Architects - 5.00%

Compensation split: Lead Planner - 0.00%

Compensation split: Associate - 95.00%

Check One

Trailer Percentage Option

Upfront Option

Upfront Option No Charge-Back

MPP expense allowance payments are paid to the selected agent above and the bank account on file with
MPP. Commissions are not processed through MA Payroll. Completed forms with void cheque are sent to
mppsupport@manulife.com | 1-866-677-4677 ** you will receive an email invitation from MPP to complete your
enrollment and ability to offer Mortgage Protection Plan mortgage life insurance **

First Name

Last Name

Signature

Sign Here

Date

Are you a new member applicant or are you transferring your membership?

New Member

Transferring Member

Membership Transfer Form

Instructions: MPC Fees are included in your MA Monthly Network fee

Membership Number

First Name

Middle Name

Last Name

Date of Birth

Gender

Male

Female

Other

Conversational Name

Job Title

Alternate Email

Mailing Address

Address Line 1

Address Line 2

City

Province

Postal Code

Country

Business Tel

Cell

Fax

New Company Information

New Company Information
Company Name	MA Mortgage Architects
Office/Branch Address	5675 Whittle Road	Suite/Unit
City	Mississauga	Province	ON
Postal Code	L4Z 3P8	Tel	905-542-9100
Toll Free		Fax	905-542-9133

Previous Company Information

INDIVIDUAL DECLARATION

Please transfer my membership and update my record to reflect my new company. As a member of Mortgage Professionals Canada, I continue to abide by the requirements and policies of the association in accordance with its bylaws and Code of Ethics.

Authorized Signature

Sign Here

Date

COMPANY DECLARATION

Please transfer the membership for the above individual and update your records accordingly. I understand my responsibilities as set forth in the association’s bylaws and corporate policies.

Authorized Signature

Sign Here

First Name

Last Name

Membership Application

Instructions: MPC Fees are included in your MA Monthly Network fee

Membership Number

First Name

Middle Name

Last Name

Date of Birth

Gender

Male

Female

Other

Conversational Name

Job Title

Alternate Email

Mailing Address

Address Line 1

Address Line 2

City

Province

Postal Code

Country

Business Tel

Cell

Fax

Company Information
Company Name	MA Mortgage Architects Inc.
Business Activity	Mortgage Brokerage Mortgage Lender or Mortgage Insurer Other Industry Participant
Authorized Company Representative	Scott Musselman
Job Title	VP Operations
Address	5675 Whittle Road
City	Mississauga
Province	ON
Postal Code	L4Z 3P8
Telephone	905-542-9100
Toll-Free	877-802-9100
Fax	905-542-9133

Membership is brokerage-based and includes all licensed individuals working under the brokerage.
A minimum corporate fee applies.

Your Office Location (To Appear On the Consumer Online Director)

Address Line 1

Suite/Unit

City

Province

Postal Code

Country

Declaration

Individual Declaration

Have you ever been charged with, convicted of, or pardoned of a criminal offence?

Yes

Are there any civil judgments or actions against you or has judgment ever been entered against you in an action involving fraud? If so, attach a copy of the judgment or action.

Yes

Have you ever been disciplined, suspended, or expelled as a member of any professional organization?

Yes

Have you ever been denied a license or permit, or had any license or permit revoked, for failure to meet good character requirements?

Yes

Are you currently subject to a petition or assignment in bankruptcy or a proposal to creditors under the Bankruptcy and Insolvency Act, or have you ever been bankrupt or insolvent, under any statute?

Yes

If you answered yes to any of the above questions, please provide full details on a separate sheet.

I agree to abide by any best practices or professional standards of Mortgage Professionals Canada that may be in place from time to time. I agree to abide by the Mortgage Professionals Canada Bylaws, including its Code of Ethics ("Code") set out therein, and the policies of Mortgage Professionals Canada in place from time to time, and acknowledge having received and read a copy of the current Mortgage Professionals Canada Bylaw. I understand and agree that, if accused of a violation of the Code, I will be subject to the Mortgage Professionals Canada ethics process and penalties, which may include publication of my name.

I declare that the statements made herein are for the purpose of qualifying as a member of Mortgage Professionals Canada and are true and correct. I understand and acknowledge that the statements made herein are being relied upon by Mortgage Professionals Canada, in its sole discretion, to approve my application for membership in Mortgage Professionals Canada. I hereby authorize Mortgage Professionals Canada to make all inquiries necessary to verify the accuracy of statements made herein and consent to the collection, use, and disclosure of any of my personal information that Mortgage Professionals Canada deems relevant in order to approve my application for membership. I authorize my employer to pay the initial membership fee, all applicable renewal membership fees for me, and to provide information updates on me to Mortgage Professionals Canada. Mortgage Professionals Canada reserves the right in its sole discretion to require the membership applicant to provide a criminal record check upon written request.

Please Provide Full Details

Date

Applicant Signature

Sign Here

EMPLOYER DECLARATION

I agree that to the best of my knowledge and belief the answers provided by the above-referenced member to the questions set out in this application are true and correct. I agree to pay the initial membership fees for the above-referenced member, all future renewal membership fees for the duration of his or her tenure with this company, and provide Mortgage Professionals Canada with information updates on this member.

Date

Employer Signature

Sign Here

Membership is subject to Board approval. Mortgage Professionals Canada will not process incomplete applications. Payment must be included with this application in order for it to be processed.

I am interested in applying for the AMP designation. Please have someone contact me.

Mortgage Professionals of Canada - Benefit Plan

Please click here to review the Mortgage Professionals of Canada - Benefit Plan Package.

Button Example Please click here to review the package

** Please complete if you are interested in enrolling, otherwise select 'waive' below **

EMPLOYEE DATA FORM
Please direct any questions and email your completed form to: People Corporation extras@peoplecorporation.com

Please complete the following:
To specify type of Coverage below: S = Solo F = Family W = Waiving (only if spouse has alternative coverage)
To specify Class below: C = Copper B = Bronze S = Silver G = Gold P = Platinum

First Name

Last Name

Birth Date

MCP Member Number

Gender

Male

Female

Other

Hire Date (MM/DD/YY)

Coverage

Single

Family

Waive

CLASS / LEVEL

Province

Membership Registration

Log In

This registration requires some additional uploads and signatures in order to expedite your process.

Agent Registration

Photo Identification

Business Address

Home Address

Emergency Contact Information

Certifications

Mortgage Business Activities

Top Lenders

Business Mix

Client Mix

Ancillary Mix

Other Info

Background Questionnaire

References

References

Licensing Fees

British Columbia (BCFSA)

Alberta (RECA)

Saskatchewan (FCAA)

Manitoba (MSC)

Ontario (FSRA)

Nova Scotia (SNS / RJSC)

New Brunswick (FCNB)

Please select a payment option

Credit Card Acknowledgements

IN RESPECT OF AMOUNTS DUE UNDER AN AGREEMENT WITH MA MORTGAGE ARCHITECTSINC. (the “Company”)

Your New Email

WEBSITE and MY MORTGAGE PLANNER APP

Print CRM: Program Enrollment

Personalized Correspondence

Signature

Register and Pay MPP Expense Allowances to:

The Expense Allowance option is a combination of the Calculation Basis and the Expense Level selected.

General Information on Compensation Payments:

Enter split percentages below using decimal format: .10 = 10%

Membership Transfer Form

New Company Information

Membership Application

Declaration

Hold On A Sec!

IN RESPECT OF AMOUNTS DUE UNDER AN AGREEMENT WITH MA MORTGAGE ARCHITECTS
INC. (the “Company”)