Resources for Mortgage Brokers
Free guides, tools, and educational content to help you grow your mortgage brokerage practice.
Guides & Ebooks
In-depth guides on mortgage brokerage best practices
Templates
Ready-to-use templates for your practice
Webinars
Live and recorded educational sessions
Free Tools
Calculators and productivity tools
Featured Resources
Guide
The Complete Guide to AI Document Extraction
Learn how AI can automate 80% of your document processing workflow.
Checklist
ACPR Compliance Checklist for IOBSP
Essential compliance requirements every broker must meet.
Template
Client Intake Questionnaire Template
Professional questionnaire to collect all required client information.
Spreadsheet
Bank Rate Comparison Spreadsheet
Compare rates from major French banks in one place.
Template
Client Proposal Template
Professional proposal template to present loan options.
Report
French Mortgage Market Report 2025
Market trends, rate forecasts, and industry insights.
Free Tools
Loan Calculator
Calculate monthly payments, total interest, and amortization schedules.
Borrowing Capacity Calculator
Estimate how much your clients can borrow based on income.
PTZ Eligibility Simulator
Check client eligibility for Prêt à Taux Zéro.
Rate Comparison Tool
Compare current rates from major French banks.
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