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SkySlope & FINTRAC Training with Heather Hayes & Kendra Baines – LV 1-2

September 30 @ 12:00 pm - 1:00 pm

Simplify Your Files. Stay Compliant. Keep Deals Moving.

Want a smoother, more confident process from offer to close?

Join Heather Hayes and Kendra Baines for a practical, hands-on session covering the essentials of SkySlope and Fintracker.ca. This training is designed to help you manage transaction paperwork efficiently, submit complete files for broker review, and meet your FINTRAC requirements without last-minute stress.

Whether you are newer to the systems or simply want a refresher, you’ll leave with a clearer workflow for keeping every deal organized, compliant, and moving forward.

What We’ll Cover

  • Creating, preparing, and sending documents through SkySlope Forms

  • Using DigiSign to send documents for secure remote signatures

  • Organizing transaction documents and submitting files for broker review

  • Understanding the steps needed to keep your deal file complete

  • Completing FINTRAC identification and compliance requirements in Fintracker.ca

  • Common workflow tips to save time and avoid preventable file delays

Event Details

Time: 12:00 p.m. – 1:00 p.m.
Location: Carling Office — Training Room
Hosts: Heather Hayes & Kendra Baines
Format: In person only — this training will not be recorded or available virtually.
Cost: FREE
Recommended Training Level: 1–2

Open to everyone — no registration required. Please plan to attend in person, as there will be no virtual option or recording available afterward.

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