The training program behind every KeyPlayers assistant
School of Finance and Lending
Opens October 7Canadian and US mortgage support: document collection, file prep, lender and client follow-up.
This program opens on Wednesday, October 7. Applications open the same day.
Assistants who hold the KeyPlayers AI-Trained VA and want to do this work for clients.
By application, after KeyPlayers Foundations. The admissions team reviews every application.
Every graduate has already done this work once, under grading. The final asks them to produce:
Curriculum
Modules pair lessons with quizzes. Modules marked Drill include hands-on practice on a realistic task. Downloads are available to trainees once they sign in.
Supporting a Canadian mortgage agent or broker from lead to funding: how Canadian mortgages work, the deal lifecycle, document collection, lender submissions and conditions, closing coordination, compliance and privacy, and AI-powered file admin. Builds on Virtual Assistant Foundations.
Assessment
A realistic case, worked the way a client would expect. A KeyPlayers trainer grades it against the rubric below. AI may prepare first-draft scores backed by exact quotes from the work, and the trainer decides every result.
Run the Morris family's insured purchase file for Chris Delgado at Harbourline Mortgage Group, from a completed application to a signed commitment, in a sandbox.
Nothing that is advice, a rate, a product, a lender choice or an approval came from the VA.
Every document correctly judged complete, missing or unacceptable, with reasons.
A program opens to trainees only once each review below is signed off. Every sign-off records exactly which version of the content was reviewed, and lasts 12 months, so the program is reviewed again every year.
Status: Opens October 7
By application, after KeyPlayers Foundations. The admissions team reviews every application. New to KeyPlayers? Take the skills quiz, then apply. Already training with us? Open the program from your Academy account.
School of Finance and Lending
Regulated work, done right and within scope.
View the schoolFor assistants
Nine real workplace situations, with your score and what each answer means. Training is free for KeyPlayers candidates.
Files open for trainees inside the Academy after sign-in.
Running the paperwork side of a Canadian brokerage file: how the file is organized from application to funding, building lender submission and signing packages, e-signing with DocuSign, compliance packages and file audits, conditions through funding day, and catching file errors before the broker does. Builds on KP-MG-101.
Files open for trainees inside the Academy after sign-in.
How the systems in a Canadian brokerage fit together and how to work them cleanly: origination platforms like Velocity, Filogix Expert and Scarlett, lender portals, the CRM, e-signing and the shared drive. Clean deal entry, document naming and upload standards, keeping the CRM and origination platform in sync, handling borrower data safely across systems, and learning a new client's stack in your first week. Builds on Mortgage VA: Canadian Brokerage Support.
Files open for trainees inside the Academy after sign-in.
Optional courses trainees in this program can take alongside it.
Tracker is complete and driven by the financing deadline.
Spotted, not acted on alone, escalated to Chris and compliance correctly.
Clear, calm drafts for the right audience, all routed for approval.
No borrower data exposed; AI output verified and logged.
Written feedback on every result. A result can be appealed within 7 days, and a different trainer decides the appeal.
For businesses
KeyPlayers assistants train and are graded here. Ask us which programs fit your business and how we match you with the right person.
