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CMBA offers a template to help brokerages get started with their policies and procedures manual such that they cover the minimum areas required by MBLAA, 2006:

A brokerage shall establish and implement policies and procedures that are reasonably designed to ensure that the brokerage and every broker and agent who is authorized to deal or trade in mortgages on its behalf complies with the requirements established under the Act. O. Reg. 188/08, s. 40 (1).


  • Members: $299.00 + HST
  • Non-Members: $449.00 + HST

What you will receive:

  • Template in Word document
  • Over 300 pages
  • 6 sections
  • Covers all policies and procedures that are recommended for use by Brokerages

It is expected that the Brokerage will update and supplement the Template to make sure it meets all regulatory and legal requirements as well as your specific needs