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The Purview Team is excited to be attending the IMBA SummerFest 2014 in Niagara Falls today and tomorrow. Will you be there??

IMBA SummerFest 2014 is taking place today and tomorrow, and the Purview Team will be in Niagara Falls to take it all in. Tonight’s networking event starts at 8pm, followed by a full day tomorrow of fun in the sun with some industry leaders. Tomorrow afternoon’s BBQ, golf tournament and wine tour are followed by a reception – make sure Continue Reading

Who Owns the Client Relationship – Broker or Lender?

In the mortgage industry it is a common and contentious issue as far as who owns the client relationship. Brokers work very hard to generate business, absorbing the cost of acquisition and such, but once the deal is done, who owns that client relationship? While some lenders have checks and balances in place to cultivate broker relationships and support their Continue Reading

The CAAMP AMP Designation Undergoes a Facelift

You may or may not have already heard that CAAMP’s AMP designation program underwent a facelift and effective July 2014 is now only available to mortgage brokers. CAAMP has released a PDF on the topic which specifies that this will now be a broker-only designation with new designations coming soon for lenders and insurers. Also, brokers seeking the AMP designation Continue Reading