You do not need someone to teach you mortgages. You need faster turnarounds, a yes on the files you refer away, a renewal engine, and a back office that gives you your evenings back. We provide the infrastructure. You build the book.
Every submission carries the brokerage's top tier lender status, so conditions clear faster and marginal files get read. The files you cannot place, commercial, private, construction, go to the Deal Desk and stay yours.
How the Deal Desk worksYour best lead source is the 300 clients you already funded. A renewal call 120 days out, an annual review, a referral ask at every touch. We show you the system; BrokerDam, an AI powered CRM built for Canadian brokers, runs it at a member rate.
The renewal and referral engineWeekly sessions with the lenders who approve the deals, matchmaking forums with private, B and commercial lenders in the room, and a team chat of 200+ brokers where a scenario gets an answer tonight.
Events and lender forumsLearn residential, build toward commercial. One $3 million file pays what six residential files pay, and the client who mentioned a building stops being someone else's client.
Scaling with commercialYou sell. We help you operate. Compliance, payroll and deal processing are carried at head office, so the next hire is for origination rather than paperwork.
Where the hours goNot the split. Net income after fees, admin, technology, marketing, time and support. Top tier competitive compensation set against your volume, every fee line in writing, walked through against your last twelve months.
Net income, not splitYour pipeline is mapped file by file: what stays with the old brokerage, what moves, what waits for a commitment.
Licence transfer, lender resets and portal setup run in parallel so live files keep moving. Most brokers lose no closings.
Top tier status from your first submission here, and the Deal Desk for the first hard file, so the move pays for itself in the first quarter.
The eight line worksheet for comparing offers.
Read the guideTwo partners who send files beat twenty who might.
Read the guideYou generate 100 leads. Where did 90 go?
Read the guideThe five levers, and which three belong to the brokerage.
Read the guideEvery guide, tool and training session here sits under one of eight stages, in the order a book actually grows.
See the full modelBook a discovery call. We will map your pipeline, run the eight lines against your own numbers, and show you what your book looks like here.