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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 will give you access to our lenders, team members and upcoming events
  2. Sign Up for Lender Spotlight - please let Rhea know which way you logged into Lender Spotlight.
  3. Join the DLC Expert Financial Facebook Group
  4. Bookmark Solidifi - the appraisal order portal -
  5. Make sure accept the invite for our What's App Synergy Group - This will give you access to our team to ask lender and product questions
  6. Bookmark this site - this is for Expert Filogix - this is the program you use in order to create and submit applications
  7. Make sure you sign up for an electronic signature program ie: DocuSign
  8. Sign up for a cloud based storage system ie: DropBox
  9. Make sure you have a program to that will allow you to create pdf documents from Jpgs it should also combine pdf documents into one.  ie: PDFEscape 
  10. Download an app on your phone with will allow you to turn pictures you take into PDFs ie: CamScanner
  11. Download a PodCast app on your phone, and start Following Todd Duncan and Darren Hardy
  12. Please send an email to with your headshot.
  13. 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.
  14. Once your FSCO license is active / transferred please make sure you sign up with DLC

  15. Bookmark DLC's internal portal called Intranet
  16. Bookmark AgentMarketingSystem website
  17. Login in DLC Intranet and sign up for all the upcoming webinars - Click on Training Centres - Live Monthly Webinars
  18. Please make sure you take a look at the 12 Day Action Plan under training.
  19. Please ensure that you review and fill out your annual business plan.
  20. Please review all of the modules in Doreen Walsh's  Success & Strategies booklets.
  21. Please download the wireless printer driver for the office printer - Should you have any issues please, look at the setup guide.
  22. The office wifi Network is: BELL853, Wifi Password: 6264D744 Please make sure you connect the wifi on all of your devices ie: Laptop & Cell Phone
  23. As a new agent of DLC Expert Financial, you are entitled to 1000 business cards to be printed, please click here for template options.  Once you choose the template that you would like, please contact Rhea
  24. 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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