What to include in the request
A connection request is not a mortgage application and does not share financial documents. Ask the agent who is responsible for the advice, what disclosures apply and how information is handled. The agent and brokerage, rather than 905 Trades, determine eligibility, recommend products and explain any compensation or conflicts relevant to their service.
Questions to ask about roles and disclosures
- Confirm the agent’s name, title and brokerage relationship before discussing a product.
- Ask who will provide advice, who will handle an application and which brokerage process applies.
- Ask what disclosures explain compensation, lender relationships or other conflicts relevant to your situation.
- Find out how the agent and brokerage want private financial records sent if they are needed later.
Keep the first enquiry limited
This form requests an introduction, not financial documents. The agent and brokerage should explain their own advice, disclosures and secure document process. See the Ezee Mortgages profile for the published role details.