Mortgage Brokers vs. Agents

Are you planning to buy a home soon and unsure whether to use a mortgage broker or agent? Don't worry, we're here to explain the main differences between mortgage brokers and agents to help you decide. Here's what you should know.

What's a mortgage broker?

A mortgage broker in Canada acts as the middleman between mortgage lenders and you. They do all the negotiation and dirty work for you. Oftentimes, they find a good rate for you because they opt to go with lenders that are smaller, yet better in terms of rates and perks. They also contact lenders that may lend you money when a bigger bank normally wouldn’t because of your credit score or even debt. Basically, you get a better deal and a better rate most times if you go with a mortgage broker. They shop around for you and compare the best mortgage rates, allowing you to save time and energy. 

Why use a mortgage broker?

Using a mortgage broker in Canada offers several advantages for potential homebuyers and those looking to refinance their existing mortgages. Here are the major benefits of going with a mortgage broker over an agent. 

  1. 1.

    Access to multiple lenders: Mortgage brokers have relationships with a range of lenders, which means they can offer clients a variety of mortgage products from different financial institutions.

  2. 2.

    Expert guidance: Brokers are knowledgeable about the mortgage market and can guide clients through the complexities of the mortgage application process, helping them understand their options.

  3. 3.

    Time-saving: They do the legwork for clients, researching different mortgage products and lenders, which saves time and effort.

  4. 4.

    Tailored solutions: Brokers assess their client's financial situation and needs to provide customized mortgage options that best fit their circumstances.

  5. 5.

    Negotiation power: They can negotiate terms and rates on behalf of clients, potentially securing better deals than individuals might be able to on their own.

  6. 6.

    Support with paperwork: Brokers assist with the documentation required for mortgage applications, ensuring everything is completed correctly and submitted on time.

  7. 7.

    Free service: Often, mortgage brokers are paid by lenders rather than clients, making their services cost-effective for homebuyers.

In summary, a mortgage broker can simplify the mortgage process, provide access to better rates and terms, and save time and stress for Canadian homebuyers.

Read next: Questions to ask your mortgage broker

Cons of using a mortgage broker

There are also some cons of using a mortgage broker.

  1. 1.

    Need for familiarity: If you're unfamiliar with working through a mortgage broker, you'll need to build a relationship with one. You might need to try a few different brokers before finding the one that suits you best.

  2. 2.

    Fewer lender choices: Not all lenders collaborate with mortgage brokers. If there's a specific financial institution you're interested in, ensure your broker is able to work with them beforehand.

  3. 3.

    Additional paperwork: Without an existing relationship with this broker, you may be required to supply extra documents.

What's a mortgage agent?

A mortgage agent is a licensed professional who acts as an intermediary between you and the lender in the process of obtaining a mortgage. Unlike mortgage brokers, mortgage agents represent the lender and solely work for them. These lenders are usually banks. 

Why use an agent to secure your mortgage?

Using a mortgage agent in Canada can provide several benefits for individuals seeking to secure a mortgage or refinance an existing one. Here are the major advantages of working with a mortgage agent.

  1. 1.

    Expert knowledge: They possess extensive knowledge of the mortgage market, current interest rates, and lending practices, equipping them to offer informed advice tailored to clients' financial situations.

  2. 2.

    Tailored solutions: Mortgage agents can assess each client's unique circumstances and needs and make and recommendations accordingly.

  3. 3.

    Time efficiency: By managing all of your paperwork and communication with lenders, mortgage agents save clients valuable time in what can be a complex and time-consuming process. Plus, if you have an existing relationship with the bank, the process of securing a mortgage goes even faster.

  4. 4.

    Streamlined process: A mortgage agent can  ensure that all necessary documentation is accurate, reducing the likelihood of delays or issues during approval.

  5. 5.

    Ongoing support: After securing a mortgage, agents can continue to provide support and advice, whether for future refinancing or additional financing needs.

In summary, working with a mortgage agent in Canada can lead to a more efficient, informed, and tailored mortgage experience, making the process smoother for homebuyers and those looking to refinance.

Read next: Mortgage broker or big bank?

Cons of using a mortgage agent

Here are the drawbacks of getting a mortgage directly from an agent.

  • Limited product offerings: Agents only offer their own products, so there is a limited selection for you to choose from.
  • Lower rate of approval: Banks always have a higher threshold for mortgage approval. You may not be always get approved at a particular bank and may have to explore other options. 
Compare the best mortgage rates with Homewise

In conclusion

Using a mortgage broker is always more advantageous because you get to compare several rates and lenders, allowing you to choose from a wider selection of mortgage options.This added flexibility can lead to better terms and potentially lower costs over the life of your mortgage, saving you thousands of dollars.

  • How do mortgage brokers make money in Canada?

    +

    Using a mortgage broker is free for you, as the client. Brokers in Canada earn their commission from the lender or bank they introduce you to. Their commission typically ranges from 0.5% to 1.2%.

  • What is the difference between a mortgage broker and a real estate agent?

    +

    A real estate agent helps you buy and sell property. They find or list properties, manage offers and handle paperwork related to the transaction. Usually, they earn a 6% commission from the seller, which is split between the buyer's and seller's agents.

    A mortgage broker helps you secure a loan or mortgage for your new home. They work with several mortgage providers, such as banks and credit unions, finding you the best deal. They earn their commission from the lender.

Last updated November 13, 2024
Lubna Umar Content Strategist

Lubna Umar has worked in the field of personal finance for over 5 years. She has produced a wide variety of content including personal finance guides and insurance reports for brands like RATESDOTCA and the Financial Post. In her free time, she can be found writing fiction or exploring the café culture in Toronto or any other major city.

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