Become the Assistant Every Mortgage Broker Wants to
Keep for Life
Whether you're brand new to the role - or ready to step into a higher level of responsibility - this is the program that transforms you from task-taker to trusted operational partner.
If you want clarity, confidence, structure, and the skills to run a mortgage business smoothly and independently… you’re in the right place.
Become the Assistant Every Mortgage Broker Wants to
Keep for Life
Whether you're brand new to the role - or ready to step into a higher level of responsibility - this is the program that transforms you from task-taker to trusted operational partner.
If you want clarity, confidence, structure, and the skills to run a mortgage business smoothly and independently… you’re in the right place.
Certified Mortgage Broker Assistant Program
The only industry-recognized training that teaches you exactly how to support a Mortgage Broker at a professional, scalable level.
From chaos to clarity.
From guessing to knowing.
From overwhelmed to indispensable.
This program gives you the systems, tools, and coaching to become the kind of assistant brokers rely on - and keep for life.
THE PROBLEM...
The Mortgage Industry Moves Fast...
Without clear expectations and proven workflows, everything feels harder than it should.
If You're An Assistant, You Might Be:
Unsure what success looks like
Struggling to keep up with constant change
Wanting to be proactive, but lacking guidance
Afraid of missing something important
Wanting your broker to trust you - but not having the tools to earn that trust
You’re not alone.
Most assistants are thrown into the role with little training and expected to just “figure it out.”
And that creates stress for everyone.
When the system is unclear → mistakes happen.
When the system is documented → you shine.
Why Brokers Love This Program
(Even Though You’re the One Taking It)
Your broker wants to delegate more - but only if they can trust the work will be done accurately, confidently, and consistently.
This program gives them what they’ve always needed:
A trained assistant
Proven workflows
Less hand-holding to be proactive, but lacking guidance
A business that runs without bottlenecks
It’s the win-win that the industry has been missing.
INTRODUCING...
The Certified Mortgage Broker Assistant Program
The Certified Mortgage Broker Assistant Program was built from real workflows used by top-performing brokers across Canada.
You’ll learn the exact systems that make mortgage businesses run smoothly - without micromanagement, chaos, or crossed wires.
The Program Is:
Structured
Practical
Implementation-focused
Recognized for MPC CE credits
And built specifically for assistants, not brokers.
What You'll Get:
6 Weeks of Guided Online Learning
6 Live Coaching Calls with Cheryl
Workbook, templates, checklists, SOPs, and scripts
Quizzes + Implementation Worksheets
Industry-recognized certification
Private community for support + collaboration
These aren’t theories.
These are the exact systems brokers wish their assistants already knew.
Student Testimonials:
The Plan:
Enroll Today
Secure your spot in the next 6-week cohort OR start right away with instant access.
Train & Implement
Learn the step-by-step systems, attend coaching calls, and apply everything immediately.
Become Indispensable
Graduate with the clarity, confidence, and operational mastery to run your broker’s operations independently.
The Transformation
Before The Program:
Tasks get missed
Emails pile up
You second-guess yourself
Your broker is still the bottleneck
Everyone feels like they’re “behind”
After This Program:
Every role is clear
Every system is documented
Files move smoothly and predictably
You communicate with confidence
Brokers trust you and clients feel supported
You become the backbone of the business - not just an extra set of hands.
Introducing…
Certified Mortgage Broker Assistant Program
This is the training that our industry has been missing for a long time…until now.
Join Now For $3,995
Everything That's Inside:
Weekly 45-minute sessions
Clear, structured, and applicable to your day-to-day.
So you’re not just learning - you’re applying.
Orientation - Start Strong
Set your foundation for success with clear goals, expectations, and course setup.
Resources: Workbook, industry glossary, intake form, and Trello tracking template.
Module 1 - Foundations
Understand the true purpose of your role and how to support a broker’s vision strategically - not just administratively.
Module 2 - Email & Calendar Management
Learn the 3-Part Method for managing your broker’s inbox, creating their “vocal guide,” and designing a time-protected calendar that drives focus and freedom.
Module 3 - Document Collection & Organization
Master document management from request to audit, using proven workflows that ensure accuracy, security, and compliance.
Module 4 - Down Payment, Client Journey & Lead Management
Understand every step of the client journey - from verifying funds to tracking leads - and how to keep files and communication on track.
Module 5 - Mortgage Process & Compliance
Learn how to confidently support approvals, appraisals, conditions, signing packages, and compliance - so files stay organized, audit-ready, and always moving forward.
Module 6 - Systems, Scaling & Strategic Support
Learn how to build SOPs, run effective meetings, track performance, and support your broker’s growth long-term.
Plus: The Full Resource Vault
Templates, checklists, and automation-ready tools to make implementation instant.
There's More:
The Critical Function™ Framework
Our 3-part system eliminates bottlenecks and builds independence.
So that work gets done all without ping-ponging responsibility.
Plug-And-Play Templates
Scripts, guides, checklists, and operating procedures - already done for you.
So that nothing lives only in your head.
Live Weekly Coaching Calls
Bring your questions and get coached live.
So you're never stuck without support.
Private Online Community
Brokers and assistants learning together, problem-solving together.
So that growth isn’t isolated - it’s shared.
Why The Program Works:
Industry-specific
Clear and repeatable
Assistant-first design
Built by a successful broker
Gives you structure AND confidence
Most assistant trainings teach theory.
This one teaches how mortgage businesses actually run.
Who This Program Is For:
Perfect For:
New or experienced assistants
Administrators transitioning into the mortgage industry
Team members who want to feel confident and trusted
Anyone ready to take ownership and grow professionally
Brokers are welcome to join the cohort - but the training is built for YOU.
Enrollment Options
Digital
Only
(Self-Paced)
6-week Digital Program
(instant access)Certification + LinkedIn badge
Workbook, templates, SOPs
Resource Vault
Investment
$2,495
Guided
Access
(Digital Access & Live Coaching Cohort)
6-week Digital program
(Access Starts February 13, 2026)6 Guided coaching calls
(Starts February 18, 2026)Certification + LinkedIn badge
Workbook, templates, SOPs
Resource Vault
Investment
$3,495
Payment Plan
$1,945 x 2
Private
Access
(VIP Support by Application Only)
6-week Digital program (instant access)
6 Private coaching calls
Certification + LinkedIn badge
Workbook, templates, SOPs
Resource Vault
Investment
$10,995
MEET YOUR GUIDE...
Cheryl Sanguinetti
I am an award-winning Mortgage Broker with Cheryl Sanguinetti Mortgages™ - BRX, and the Founder of Critical Function, a training company created to help brokers like you scale with less stress and more clarity.
Throughout my career, I’ve built a high-performing mortgage business not by working harder, but by building smarter systems — the kind that protect my time, elevate the client experience, and keep my focus where it matters most: on strategy, relationships, and results.
Critical Function was born out of necessity. I needed streamlined operations, support I could trust, and tools that could adapt as fast as the market moves. Through this work, I’ve trained many assistants, implemented AI-powered systems, and created workflows that eliminate chaos and create space for growth.
Now, I’m here to help you do the same.
In this course, I’ll walk you through the exact tools, mindset shifts, and AI workflows I use in my own mortgage business, so you can cut down your admin, reclaim your time, and focus on what you do best.
Cheryl Sanguinetti
I am an award-winning Mortgage Broker with Cheryl Sanguinetti Mortgages™ - BRX, and the Founder of Critical Function, a training company created to help brokers like you scale with less stress and more clarity.
Throughout my career, I’ve built a high-performing mortgage business not by working harder, but by building smarter systems — the kind that protect my time, elevate the client experience, and keep my focus where it matters most: on strategy, relationships, and results.
Critical Function was born out of necessity. I needed streamlined operations, support I could trust, and tools that could adapt as fast as the market moves. Through this work, I’ve trained many assistants, implemented AI-powered systems, and created workflows that eliminate chaos and create space for growth.
Now, I’m here to help you do the same.
In this course, I’ll walk you through the exact tools, mindset shifts, and AI workflows I use in my own mortgage business, so you can cut down your admin, reclaim your time, and focus on what you do best.
What You’ll Get
Certified Mortgage Broker Assistant Program
6 Core Training Modules
Live Coaching Calls
The Critical Function Framework
Plug-and-Play Templates
Community Support
Hiring & Onboarding Bonuses
Lifetime Access
Total Value: $3,995
Today’s Price: $1,495
Frequently Asked Questions?
01. Can brokers and assistants go through the program together?
While you both have access to the materials, the training is designed to take work off the broker’s plate and train the assistant. So this training is designed to handle all the assistant training tasks.
02. Can I take this if I’m already an assistant?
Yes - this will make you indispensable and help you lead from within.
03. What if my assistant isn’t tech-savvy?
No problem - the system is step-by-step and very teachable.
04. Is there support?
Yes - weekly calls, plus access to our private community.
05. What if I’m hiring soon but haven’t yet?
Start now. Use the job ad and ideal candidate tools, and onboard with the full system ready.
You don’t need to guess.
You don’t need to wait for direction.
You don’t need to feel overwhelmed or unsure.
With the right system, you can become the assistant your broker depends on - and the one clients talk about.
