Amansad Financial Communication Guide

Our Brokerage tech driven to better serve more customers across the country. We want to ensure you know how to best reach us, and provide documentation when requested.

Below is a summary of our communication guide:

• Primary Communication is Email, Secure Email and Business Textline for compliance and record keeping purposes.
• New Clients/Customers (Before Formal Application) – Outgoing calls by Admin to verify and confirm initial information.
• New Clients/Customers (During Formal Application) – Outgoing calls by Broker to verify and confirm details are permitted if ID Verification has been completed.
• Existing Clients/Customers – Email is recommended and encouraged for the quickest and most thorough response.

Document Collection:

• Secure Upload Link is provided during the application process

Before any phone call, we pre-screen all potential new customers/clients for the following reasons:

• Protection from “AI Slop” and Scams:
  • Our secure online screening acts as a digital firewall, filtering out automated AI bots and scammers so we can focus entirely on real Canadian borrowers.
• Geographical Match:
  • Verifying your Canadian postal code and property address upfront ensures your file matches our strict Canadian-only private lending territory.
• Property and Equity
  • Because the real estate is a key component to private mortgages; confirming some initial details relating the property will determine if there is a potential fit.
• Ensuring a Suitable Fit:
  • Our Prequalification Form process allows us to confirm if a private loan is good match for your situation.
• Cost Transparency:
  • Private Mortgages carry higher costs than Traditional and Semi-Traditional Bank Loans. Completing the Initial Assessments ensures you understand and are comfortable with costs before moving forward with a formal application.

If you have any questions, or concerns please do not hesitate to ask.

Thank You