Give your clients a mortgage that is watched every month, with your name on it
We offer our clients a mortgage monitoring service that watches their mortgage every month. As our partner, you can offer it to your clients too: a free monthly report with your name and photo on it, beside ours. And you earn a referral fee on every mortgage we arrange for the clients you send us, for life, every one tracked in your partner portal.
Your advisory team
- Potential savings
- $21,204/yr
- Available equity
- $825,000
- Portfolio LTV
- 30.0%
What you get as a partner
Everything below runs in your own partner portal, free.
Your name on every report
Every monthly report, report link and download your client receives is co-branded: your photo, name and brokerage beside your mortgage agent's. You stay in front of your client every month, long after closing.
Referral fees for life
Once a client joins through your link they are credited to you permanently. You earn a referral fee on every mortgage we arrange for them, now and years from now: a switch to a new lender, a refinance, their next purchase.
Every fee tracked, in the open
Each referral fee is recorded in your portal against the deal: how it was worked out, when it is owed and when it was paid. Nothing to chase, and a CSV export for your records.
Live deal tracking
Follow the deals we add you to from application to funding. The portal is connected directly to the software we use to submit deals to lenders, so the stage, closing date and financing condition date are always current.
Updates without the phone tag
You get an email when a deal changes stage and a reminder before the financing condition date. Notes on the deal are shared between you, us and the client.
Clients sent your way
When a client’s report shows the equity to buy their next home or an investment property, we can introduce them to you.
Invite your whole book in minutes
Upload your client list by CSV and send an invitation written in your own words, from your own referral link.
Free, and private
Nothing to pay to join. You see who signed up and where a deal stands, never your clients’ loan amounts, rates or financial details.
Inside your partner portal
Everything you refer, every deal you follow and every fee you earn, in one place. Nothing has to be chased by phone.
A service you can now offer your clients
Most homeowners never look at their mortgage again until the renewal letter arrives, and by then the best options have often passed. Our mortgage monitoring portal checks it every month. You introduce it, we look after the mortgage, and your client remembers who set it up.
A monthly report
Their equity, loan-to-value, rate and the savings available on each mortgage, in plain language.
Renewal warnings
A heads-up months before maturity, while they can still move lenders without a penalty.
Penalty tracking
What it would cost to break their mortgage today, and how that changes over time.
Savings alerts
When rates move enough that a switch or refinance pays for itself, they hear about it.
Debt check-ups
Whether rolling a car loan or credit card into the mortgage would actually save money.
A team to call
Every report ends with a way to book time with us. It costs your client nothing.
What your clients receive every month
This is the actual monthly report from our mortgage monitoring portal, co-branded for John Doe. Your name and photo sit at the top beside your mortgage agent, the full analysis follows, and it ends with a way to book a call with us.
Refer a client once. Earn referral fees for life.
When someone new to us signs up through your link, they are credited to you permanently. A homeowner has many mortgage events over the years: switching lenders at renewal, refinancing, buying their next home. You earn a referral fee on every one we arrange for them, for life, and each fee shows in your partner portal with how it was worked out, when it is owed and when it was paid.
- Year 1
You refer a buyer
We arrange their purchase mortgage, and from then on they get a monthly report with your name on it.
Referral fee to you - Year 3
Rates drop
An alert shows a switch that pays for itself. They call us, we move the mortgage, and the deal is credited to you.
Referral fee to you - Year 5
Renewal time
The warning arrives months ahead. Instead of signing their lender's renewal letter, they switch to a better lender through us.
Referral fee to you - Year 8
Their next property
The report showed the equity was there. A new purchase, often with you as their realtor again.
Referral fee to you
An illustration of one client's mortgage over time. Referral fees are set out in our written partner agreement.
How it works
Sign up below
It takes a minute. Your partner portal invite and personal referral link arrive by email straight away.
Share your link
Put it in your email signature, your closing gift card, or a text to past clients. Or upload your client list in the portal and invite them from there, as many as 500 at a time.
Your clients join free
They connect with our team and are credited to you. Each person gets at most three invitations, a week or more apart, and anyone who unsubscribes is never emailed again.
Every month, they hear from you
Their report arrives with your name at the top. When they are ready to act, we look after the mortgage.
Your partner portal
- Your contact list, added one at a time or in bulk by CSV, and who has signed up
- Your personal referral link, ready to copy
- The deals we add you to, live from the software we use to submit deals to lenders
- Every referral fee: the deal, how it was worked out, owed and paid, with a CSV export
Your clients' privacy comes first. The portal shows you who signed up and where a deal stands. It never shows their loan amounts, rates or financial details.
Become a partner
Free to join. Your portal invite and referral link arrive by email as soon as you sign up. Prefer to talk it through first? Book a call, call (647) 660-1129, or email info@easy-mortgage.ca.
Referral fees are paid under a written partner agreement, only where permitted by law, and are disclosed to the borrower as required. Licensed professionals are responsible for their own disclosure obligations to their clients. Reports are for information only and are not a commitment to lend; figures in the sample are illustrative.