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B lenders vs A lenders: when to go alternative on a mortgage in Quebec

Refused by the big banks? B lenders (MCAP, Equitable, Home Trust) are an option — provided you plan the exit. The rules of the game.

Published on · 6-minute read · Courteo Team

You're self-employed, you have an atypical file, or the bank just declined your application. Someone mentions "B lenders" or "alternative lenders" as a possible path. Here's what that means concretely, what it costs, and most importantly — how not to get stuck there.

A lenders vs B lenders: the distinction

A lenders — traditional banks

The Big 6 (Royal, TD, BMO, CIBC, Scotia, National), Desjardins, and the large credit unions. They lend only to files that fit strict grids: provable income over 2 years with tax slips, credit score ≥ 660, TDS ratios ≤ 44%, stress test passed. Lowest market rates (typically 2-5%).

B lenders — alternative / monoline

MCAP, First National, Equitable Bank, Home Trust, B2B Bank, RFA, CMLS and several others. They lend to files A lenders refuse: self-employed with atypical filings, newcomer without Canadian credit history, atypical property (cottage, multi-unit), credit reconstruction. Higher rates (typically 1-3% above A lenders) and a lender fee often around 1% of the loan.

C lenders / private

Beyond B, there are private lenders: individuals or funds that lend at much higher rates (8-15%) over very short periods. Out of scope here — it's an emergency last resort to use carefully and always through an AMF-licensed broker.

When a B lender is relevant

Five typical profiles where the traditional bank doesn't suffice:

  1. Self-employed with low declared income (legal tax optimization via deductible expenses). Net income on the tax return doesn't reflect real payment capacity. B lenders look at bank deposits over the past 12-24 months.
  2. Newcomer without 2 years of Canadian credit history.
  3. Credit reconstruction after bankruptcy, consumer proposal, or divorce with score impact.
  4. Non-standard property — multi-unit of 5+ doors, rural property, cottage without four-season access, agricultural land.
  5. Recent bank refusal for a technical reason (TDS too tight, stress test missed by a hair) — a B lender can accept with extra margin.

The real cost of a B lender

Comparing the same $350,000 loan over 5 years:

ItemTypical A lenderTypical B lender
Contract rate4.79%6.49%
Monthly payment (25-year amortization)$2,010$2,350
Lender fee$0$3,500 (1%)
Broker fee$0 (paid by lender)$1,000-3,500 (sometimes)
Additional cost over 5 years~$24,000

Over 5 years, a B lender typically costs $20,000 to $30,000 more than an A lender for the same loan. That's the price of credit access when the traditional channel is closed.

The golden rule: the exit plan

No one should stay at a B lender longer than necessary. When you sign with a B, you must already have an exit plan to an A lender — typically at the end of the first term (12 or 24 months).

The typical exit plan looks like this:

  1. Year 1-2 at the B lender: you make payments on time, you build income stability.
  2. Months 18-20: an AMF broker prepares a complete file for submission to an A lender. By then, you have 18-24 months of clean mortgage payment history, your credit score has improved, and your declared income is stronger.
  3. Months 22-24 (maturity): transfer to an A lender. No penalty (maturity), normal rate, savings of $20-30k over the next 5 years.

Without this plan, the risk is renewing at the B for another 24 months — paying another 1% fee, still at the B rate. Avoid this at all costs.

Questions to ask before signing with a B lender

  1. What's the ideal term? Often 12 or 24 months, never 5 years, precisely to have a fast exit window to an A.
  2. Is there a prepayment penalty? Many B lenders have very heavy IRD penalties — verify before committing.
  3. What are the total fees? Lender fee, broker fee, appraisal fee, notary fees — add everything up to compare honestly with an A lender.
  4. What criteria will I need to hit to move to an A lender at maturity? The broker should give you a clear roadmap (minimum declared income, target credit score, stability duration).

Common mistakes

1. Going straight to a B without testing the A lenders

Many self-employed people think "I'm self-employed therefore B" automatically. Wrong. Several A lenders accept self-employed borrowers with specific programs (Self-Employed stated income programs, Bank Statement programs). Always test the A lenders first.

2. Signing a 5-year term at a B lender

You pay 5 years of premium without benefiting from the natural short-term exit. Always negotiate 12-24 months.

3. Not reviewing the file mid-term

If you wait for the renewal letter from the B lender, it's too late for a clean transfer to an A. At 6 months from maturity, call an AMF broker back to prepare the transfer.

What Courteo does

Courteo is not a broker. We connect you with a mortgage broker holding an AMF license who has access to both A and B lenders in Quebec, and who knows how to build a B file with a clear exit plan to an A. The worst thing to do with an atypical file is to present it in isolation to a single bank — that's exactly what a broker helps you avoid.

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Article written by the Courteo team. No information here constitutes personalized financial or mortgage advice. For that, connect with a mortgage broker holding an AMF license.

Courteo is a technology platform that connects consumers with licensed mortgage brokers. Courteo is not a broker, does not provide mortgage advice, and does not display rates. The brokers in our network hold an AMF licence and remain solely responsible for analysing your file.

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