2: The Revamped Mortgage Broker Fundamentals Course | Juliana Mason, Julie Sheremeto, Andrew Matthews, & Rachelle Carlow

EPISODE DESCRIPTION

In this episode, hosts Juliana Mason and Julie Sheremeto are joined by guests Andrew Matthews and Rachelle Carlow to discuss the newly revamped Mortgage Broker Fundamentals Course.

 

Offered quarterly through the CMBA-BC website, the course is designed to help mortgage brokers build their knowledge, strengthen their skills, and grow their businesses with confidence. CMBA-BC members also receive discounted registration pricing.

 

Juliana Mason is the creator of the Mortgage Broker Fundamentals Course, a CMBA-BC board member, Chair of the Education Committee, President of the Mortgage Brokers Institute of BC, and a mortgage broker with Tango Financial. With over a decade of experience in the finance industry, Juliana is passionate about raising the standards of the mortgage profession through education, mentorship, and collaboration, while continuing to provide exceptional care to the clients and communities she serves.

 

Julie Sheremeto is a CMBA-BC board member, mortgage broker, and owner of Your Mortgage Design Team under Tango Financial. Before transitioning into the mortgage industry nearly a decade ago, Julie was a high school math teacher and earned her Master of Mathematics for Teachers (MMT) from the University of Waterloo. Licensed in both British Columbia and Ontario, Julie brings her passion for education, problem-solving, and helping others into her work as a mortgage professional.

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Juliana and Julie discuss:

 

→ Why the Mortgage Broker Fundamentals Course was revamped, and what experienced brokers wish they had known when starting out.

 

→ How the live sessions bring real-world scenarios to life, helping brokers build confidence in underwriting, structuring deals, and navigating different lender and mortgage insurer programs.

 

→ How the course follows the entire client journey, from the first conversation and gathering documents to structuring a mortgage, managing approvals, and maintaining a client database to build long-term relationships and a sustainable business.

 

→ The importance of mentorship, ongoing education, and building strong, respectful relationships within the mortgage industry.

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Andrew Matthews became a mortgage broker with Mortgage Architects in July 2024, following a career in freestyle snowboarding and other entrepreneurial ventures. Serving clients across BC and the Northwest Territories, Andrew focuses on helping clients understand their options and structure financing that supports their long-term financial goals.

 

Rachelle Carlow joined the McIntosh Mortgage Group as a mortgage broker in March 2025 after 18 years as a police dispatcher and 911 operator. Her ability to manage complex information, stay calm under pressure, and prioritize people's needs has translated naturally into her career in mortgages.

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Julie, Rachelle, and Andrew discuss:

 

→ The gaps the course has filled in their businesses, the most valuable part of the course, and 2 things from the course they wish they knew sooner.

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SIGN-UP FOR THE COURSE

✏️ Visit www.cmbabc.ca to learn more & sign-up.

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CONNECT WITH THE GUEST | ANDREW MATTHEWS

🌎 Andrew Matthews' Website: www.matthewsmortgages.ca

📸 Andrew Matthews' Instagram: @matthewsmortgages

🔗 Andrew Matthews' LinkedIn: @AndrewMatthews

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CONNECT WITH THE GUEST | RACHELLE CARLOW

🌎 Rachelle Carlow's Website: www.mcintoshmortgagegroup.ca/rachelle-carlow

📸 Rachelle Carlow's Instagram: @rachellecarlowmortgages

🔗 Rachelle Carlow's LinkedIn: @RachelleCarlow

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CONNECT WITH THE HOST | JULIANA MASON

🌎 Juliana Mason's Website: www.masonmortgages.ca

📸 Juliana Mason's Instagram: @julianamasonmortgagebroker

🔗 Juliana Mason's LinkedIn: @JulianaMason

👥 Juliana Mason's Facebook: @JulianaMason

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CONNECT WITH THE HOST | JULIE SHEREMETO

🌎 Julie Sheremeto's Website: www.mortgagedesignteam.com

📸 Julie Sheremeto's Instagram: @mortgagewithjulie

🔗 Julie Sheremeto's LinkedIn: @JulieSheremeto

👥 Julie Sheremeto's Facebook: @JulieSheremeto

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CONNECT WITH THE SHOW

🎙️ The Broker Voice by CMBA-BC: @TheBrokerVoicebyCMBA-BC

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CONNECT WITH CMBA-BC

🌎 CMBA-BC Website: www.cmbabc.ca

📸 CMBA-BC Instagram: @cmba_bc

👥 CMBA-BC Facebook: @CMBA-BC

🔗CMBA-BC LinkedIn: @CMBA-BC

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