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welcome to the dlc expert financial team

Welcome to the team! We are thrilled to have you!  . We know you’re going to be a valuable asset to the team  and we want you to know that we are here to support you in any way we can.  Can’t wait to see what you accomplish!

Here is a list of essentials that you will need

1.     Bookmark this site - this is the private team website – it will give you access to our lenders, team members and upcoming events

2.     Sign Up for Lender Spotlight - Rhea will send you an invite, please accept it.

3.     Bookmark Solidifi - the appraisal order portal (there are a few appraisal companies that you can use but Solidifi can be the main one)

4.     Make sure to accept the invite for our What's App Synergy Group- This will give you access to our team to ask lender and product questions

5.     Download a PodCast app on your phone, and start Following Todd Duncan and Darren Hardy

6.      Please send an email to with your headshot & a copy of your photo ID

7      Start thinking of a domain name and business email address you would like to use. You will need this for your DLC Sign Up Form. (DLC Sign up will take place AFTER FSRA approved your license registration)

8.    Bookmark DLC's internal portal called Intranet - you will not have access to the portal until after you are licensed

9. Please make sure you take a look at the 12 Day Action Plan under training.

10. Please review all of the modules in Doreen Walsh's  Success & Strategies booklets.

11. Please review Gary Mauris Level Up Training for New Agents - this will be done on your own time - I would do one session a week at your own pace.

12.  Please ENSURE you start to familiarize yourself with Velocity (you will get access after you are licensed).  There are training videos you can start to watch & webinars you can register for --

13 .As a new agent of DLC Expert Financial, you are entitled to 1000 business cards to be printed. Once you are signed up with DLC please contact their support team via Intranet and place a custom design request.  Please send Lorne the design for proofing.

14. Please start reviewing PDF Editing software.  You will need software that can do the following (edit, add text, merge documents, compress size)

15. Please start reviewing Electronic Signature software.  You will need this for document signing once you have files.  A good software is DocuSign.

Take a look at our FAQ page for other answers. 

Call or Email Us
Office: +1 (416) 276-6445

5780 Timberlea Blve, Suite 106 | Mississauga, ON L4w 4W8

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