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Vine Select

Vine Select: Phase 1 (VS01)


Description

Through Vine Select, we provide you with a rigorous and immersive educational experience that covers the key topics and skills needed to excel in the mortgage industry. Our curriculum is constantly updated to reflect the latest developments and best practices in the field, ensuring that our members are well-prepared to meet the needs of today's clients.


Our experienced instructors are industry leaders who are passionate about sharing their knowledge and expertise with our students. We use a combination of lectures, group discussions, case studies, and hands-on activities to facilitate learning and provide students with the tools and resources they need to succeed.


In addition to the core curriculum, Vine Select also includes professional development opportunities, such as networking events and mentorship programs, to help students build their professional networks and gain valuable insights from experienced and top performing industry professionals.

Content
  • Module 1
  • The Opening Conversation
  • Your First Meeting Pt. 1
  • Your First Meeting Pt. 2
  • Understanding GDS & TDS
  • Understanding Purchase, Refinance, and Switch
  • Types of Mortgages Pt. 1
  • Types of Mortgages Pt. 2
  • Private Mortgages
  • Understanding Commercial Mortgages
  • Navigating the Mortgage Application
  • Financial Overview
  • Reading a Purchase Agreement
  • How to Read an Appraisal Report
  • Reading and Interpreting Credit Reports
  • Module 2
  • Must Know FAQ's Pt. 1
  • Must Know FAQ’s Pt. 2
  • Must Know Insurance FAQ's
  • Mortgage Terms - Navigating the Lingo Pt. 1
  • Mortgage Terms - Navigating the Lingo Pt. 2
  • Client Interview - Key Insights for Mortgage Agents
  • Expanding on Know Your Client (KYC)
  • All Documents Upfront Pt. 1
  • All Documents Upfront Pt. 2
  • Comprehensive Approach to Underwriting & Application Input
  • Post Mortgage Application Tips
  • The 5 C’s of Credit
  • MODULE 3
  • Redefining The Rate Conversation Pt. 1
  • Redefining The Rate Conversation Pt. 2
  • The Importance of Suitability
  • Understanding Your Mortgage Contract
  • Preparation for Client Inquiries
  • Understanding Your Lenders
  • Client Case Study #1
  • Client Case Study #2
  • Client Case Study #3
  • Mortgage Investment Corporations (MICs)
  • Module 4
  • Optimizing Social Media for Business Growth
  • Rocking LinkedIn for Your Business
  • Making Your Mark on Facebook as a New Mortgage Agent
  • Instagram - Your Go-To for Instant Connect
  • Spreading the Word with YouTube & Podcasting
  • Getting the Hang of Content Creation
  • New to Canada Mortgage Program
  • Risk Assessment and Management
  • Final Knowledge Check-In
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever