Referral program
Fill out the form below to make $500 per referral
We'll treat them like family. No pressure, no hard sell, no hounding. One friendly call, and if they're not interested, that's it.
- 5.0 on Google
- Licensed in ON & AB
- No cap on rewards
Thank you.
We've got them.
What happens next
- An advisor reaches out to each person once, introduces themselves, and offers a free, plain-English review of their payment.
- If they're not interested, that's the end of it. No follow-up campaigns, no endless calls.
- When a mortgage for someone you referred funds, we email you and send your $500.
How we'll treat them
Like we'd want our own family treated
Referring someone shouldn't cost you a friendship. Here's exactly what happens after you send a name.
- We reach out once.A real advisor introduces themselves and mentions you, if you said that's OK.
- Not interested? That's the end of it.No follow-up campaigns, no automated texts, no endless calls.
- A free, plain-English payment review.If they want help, we show them the numbers. They only move forward if it genuinely saves them money.
- We never share their information.Not with lenders they didn't choose, not with marketers, not with anyone.
Need a nudge?
Who do you know?
Most people know three or four without realizing it. Read the list and see who comes to mind.
How the $500 works
Three steps, and you only do the first
You refer
Send names on this page, or share your personal link and let people reach out themselves.
We help them
One call, a free review, and real lender numbers. No pressure either way.
You get paid
When their mortgage funds, we email you and send $500.
- When
- Within 30 days of the referred person's mortgage funding.
- How
- Interac e-Transfer to the email you give us.
- How many
- No cap. Refer five people whose mortgages fund and you earn $2,500.
- We'll tell you
- By email when your referral funds, and again when the payment is sent.
- The rules
- The reward is paid only for a mortgage that funds. If two people refer the same person, the first referral counts. Referral payments follow the disclosure rules for mortgage brokerages in Ontario and Alberta.
What clients say
The people you send are in good hands
5.0 from 180+ Google reviews
Questions
Before you send a name
Will you call them a bunch of times?
No. We reach out once. If they're not interested, we close their file and that's the end of it. Referred people never get our automated texts or follow-up emails.
What if they don't qualify?
Then we tell them plainly, and you've lost nothing. Sometimes we can point them to what would help them qualify later. You're paid only when a mortgage funds.
Can I refer someone outside Ontario?
We're licensed in Ontario and Alberta, so the property needs to be in one of those provinces. You can live anywhere.
Do I need to be a client myself?
No. Anyone can refer: friends, family, coworkers, past clients.
When do I get paid?
Within 30 days of their mortgage funding, by Interac e-Transfer. We email you when it funds and again when the payment is sent.
Will you tell them I sent them?
Only if you want us to. For each person you choose: yes, please don't, or let you tell them first.
Someone come to mind?
It takes a minute, and it could save them hundreds a month.
Refer someone now