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Mortgage Agent Licensing Practice Exam · Question

Which document is essential for a mortgage agent to provide to a client before entering into a mortgage brokering services agreement in Ontario?

Mortgage agents are required to provide a Mortgage Disclosure Statement to clients before an agreement for services is entered into, as per Ontario Regulation 1

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Question: Which document is essential for a mortgage agent to provide to a client before entering into a mortgage brokering services agreement in Ontario?

Answer options:

  • A Credit Score Report ✅ A Mortgage Disclosure Statement
  • A Proof of Income Document
  • A Property Appraisal Report

Correct answer: A Mortgage Disclosure Statement

Explanation: Mortgage agents are required to provide a Mortgage Disclosure Statement to clients before an agreement for services is entered into, as per Ontario Regulation 188/08, sections 2 and 3. This statement outlines key information about the mortgage, the agent, and the broker.

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