✔Haleh Mofidian

Activist
DISC Type : Cd

Mortgage Broker at Mortgage Alliance

Canada

Overview

Haleh Mofidian is an experienced Mortgage Broker at Mortgage Alliance, specializing in a wide range of mortgage lending services including purchases, refinances, and investments. She is a Certified Anti-Money Laundering Specialist (CAMLS) and focuses on treating her customers like family, guiding them through the entire mortgage process.

Haleh is deeply engaged with the financial markets, closely following economic trends and major corporate acquisitions within the Canadian financial sector. She leverages this knowledge to provide timely advice to her clients, helping them navigate market shifts and make informed decisions about their mortgage options.

Unique fact: Haleh is a Certified Anti-Money Laundering Specialist (CAMLS), showcasing a specialized expertise in financial compliance.

Personality Overview

Observative

Perfectionist

Logical And Quick

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Mortgage Rate Trends
Actively posts about Bank of Canada interest rate decisions and the strategic choice between fixed and variable mortgage rates for clients.
Real Estate Economy
Shares content and commentary on the broader economic factors that influence the housing and mortgage markets in the Greater Toronto Area.
First-Time Homebuyers
She states a key objective is serving first-time buyers, helping them understand how to achieve their homeownership goals.

Media Appearances

✔Haleh has no verified media appearances

Work History

11-2025
Mortgage Broker at Mortgage Alliance
12-2022
Mortgage Broker at Affinity Mortgage Solutions Inc.
2-2020 - 11-2022
Mortgage Broker at Real Mortgage Associates Inc.
4-2015 - 12-2019
Mortgage Agent at Mortgage Alliance
Assistant Manager at Walking On A Cloud

Education

2015 - 2015
Business from CAAMP Ontario Mortgage Agent Course
2010 - 2011
High School Diploma from Yorkdale Adult Learning Centre

More Information

Social Presence :

Prographics :

Exp : 10 Location : Canada Job Level : Middle Designation : Mortgage Broker at Mortgage Alliance
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Insights For Selling To ✔Haleh

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with ✔Haleh is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from ✔Haleh

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will ✔Haleh move?

  • Their decision making speed is somewhere in the middle.
  • Can ✔Haleh take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And ✔Haleh

Personality Compatibility


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