Realty Bytes- Conversations on Real Estate and Lifestyle

How to Use Your Investments for Easier Mortgage Approvals- BMO Savers Mortgage

Episode Summary

In today's podcast episode of Realty Bytes- Conversations on Real Estate and Lifestyle, , we discuss an underutilized strategy that could revolutionize your mortgage approval process: leveraging your investments. We explore the ins and outs of the innovative 'Saver's Advantage Program,' by BMO- Bank of Montreal. Mortgage specialist Kyle Cole explains how this program works and how it is designed for those who may not meet standard lending conditions but have strong savings and investment portfolios. Whether you're a retiree, a high net-worth individual, or a self-employed professional, this episode will show you how to use your financial assets to your advantage. We'll break down the concept of 'Indirect Leverage,' where your investments aren't held but merely acknowledged to offset high servicing ratios, and discuss how this can lead to greater lending flexibility. You'll also learn about the eligible assets that can be used in the program and hear real-life examples of how this strategy has benefited many individuals who may, without this program, may not have been able to qualify for the mortgage and home they wanted. Don't miss out on this episode full of actionable insights to optimize your mortgage approval process and achieve greater financial freedom."

Episode Notes

Title: Leveraging Your Investments for Easier Mortgage Approvals: An In-Depth Look at the Saver's Advantage Program

Introduction

Section 1: The Saver's Advantage Program

Section 2: Indirect Leverage

Section 3: Eligible Assets and Ratios

Section 4: Practical Applications


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Contact information:
Kyle Cole | Mortgage Specialist BMO 
647-331-8850
kyle.cole@bmo.com

Evelyn Lopes | The Evelyn Lopes Realty Team | iPro Realty Brokerage
905-965-5902
evelyn@evelynlopes.com