Brenda McLeod

Licensed Mortgage Agent and Licensed CNAREA Candidate Appraiser

Licensed Mortgage Agent September 2020 – Present

Invis Mortgages 

• Networking and Social Media promotion to find new business.
• Performed background checks, finance checks, pre-approvals and meetings with lawyers
• Consistently achieved sales goals and mortgage insurance goals on a monthly and annual basis
• Received an award for the most insurance sales on mortgage deals
• Ability to locate financing for clients who were unable to receive financing through banking institutions

CNAREA Candidate Appraiser June 2022 – Present

KMS Appraisals, Kelowna, BC

Mortgage Planning Specialist April 2016 – September 2022

INVESTORS GROUP, Kelowna, BC

• Work with Investors GroupFinancial Consultants to meet client’sholistic financial planningneeds.
• Meet with clients; gatherapplication information and financial documents from clients.
• Perform background checks, creditchecks, pre-approvals, reviewing offers, appraisals, and meetings with lawyers
• Input Application into Financial software, submit, track, follow up and ensurecompletion of mortgage
• Ensure legal requirements are met and mortgage fundson time.
• Meeting and exceeding salestargets.

RE/MAX, Whitecourt, Alberta

• Establish a client base, cultivate professional relationships, and build trust with prospective clients
• Provide in-office support to new clients
• Meet clients to list properties for sale, take photos of the property& upload information to MLS
• Advertise and promote listedproperties for sale in print and socialmedia
• Show properties to real estate buyersand keep them updated with new properties available on the market
• Service client needs, provideinformation on appraisals, financing options, mortgages, etc. and ensurethey understand all aspects involved in purchasing a new home

Real Estate License• Government of Alberta, 2011

Mortgage Broker License• Mount RoyalCollege, 2003

CNAREA Candidate License, 2022