What Defines Us

How It Works

How does it work?

Simply choose an option below to efficiently submit your clients

Choose your preferred method now, and have the freedom to change at any time.

Online Submission

Submit without signing up

Client progress updates

Revenue Sharing

Shareable Client Application Link

Digital Assets

Client progress updates

Revenue Sharing

Shareable Client Application Link

Updates Rates and Promotions via email

Partner Portal

Updated Rates and Promotions pushed to your site

Updated Mortgage Content with direct access to your own mortgage advisor

Branded or Generic Content Saving you time

Browsable Mortgage Definitions, Resources, Products and Documents to save you time

Hosted Partner Portal

Client progress updates

Revenue Sharing

Shareable Client Application Link

Updates Rates and Promotions via email

Updated Rates and Promotions pushed to your site

Updated Mortgage Content with direct access to your own mortgage advisor

Branded or Generic Content Saving you time

Browsable Mortgage Definitions, Resources, Products and Documents to save you time

Partner Portal Hosted on your Site

Choose your preferred method now, and have the freedom to change at any time.

We offer five options to efficiently refer clients and provide them with quotes. Choose your preferred method now, and have the freedom to change at any time.​

01

Online Submission

Provide preliminary client information and let us take it from there. No tedious paperwork - you can rest assured that our predictive intelligence software and dedicated mortgage advisors will secure an ideal loan for your clients.

02

Digital Assets

Receive a personalized, and trackable mortgage application URL that can easily be shared with clients. Includes three user-friendly affordability calculators useful for clients on the go.

03

Partner Portal

Receive a auto-updating, co-branded or generic landing page. Incorporating all of the elements in the previous 3 options, the page also provides clients with relevant and updated mortgage information. (Also available in a non-branded method too)

04

Hosted Partner Portal

Receive a white-labeled, auto-updating Partner Portal landing page, incorporating all of the elements of the first 3 options. Embed this into your website to provide a seamless, client-friendly mortgage experience and additional revenue stream. The page also provides yourself and your clients with relevant and updated mortgage information.

Join 5,000+ happy Canadians that have made financial progress

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Billion Mortgage Secured
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Satisfied Customers
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5-Star Reviews