With our Mortgage Portal, let your clients benefit from the high volumes we use to negotiate preferential rates with each lender, including their premium products. These savings are passed on entirely to your clients, from the start. Because you and your clients can quickly provide the necessary information over our digital platform, there are significant savings on time and resources which enables those savings to be put towards an even lower rate for your clients.
Dashboard
From your Mortgage Portal Dashboard, you can view live metrics detailing your:
- Current Applications in progress
- Current Applications received
- Commissions (Expected and To Date)
Additionally, you can navigate through the various tabs to view:
- Invitations you've sent to clients
- Clients who have created accounts through your personal link
- Active, Funded, and Closed Mortgage applications and where they are in the process
Invite New Clients
To start the Mortgage application process, you can submit an invitation form for your clients to provide them with your unique referral link by providing some basic information such as:
- First and Last Name
- Province
- Phone
In addition to inviting clients by submitting the Invitation form, you can also directly provide clients with your unique link by using the copy and paste feature in the bottom right corner of your Personalized URL tile:
By accessing the Mortgage Portal through your personal link, both you and/or clients can easily:
- Submit mortgage applications
- Decide between the best pre-negotiated rates from a wide range of the most reliable lenders in Canada
- Make sense of lender requirements to get approved or pre-approved in record time
A True One-Stop Solution
Our Mortgage Portal offers the ability to efficiently get pre-qualification / proof of financing for a new mortgage, renew a current mortgage, or seek refinancing, entirely online.
By navigating through the intuitive system and filling out the required information sequentially, you can compare the features of your clients’ available solutions and complete the transaction all in one place to ultimately get the financing your client needs at the best possible rate.