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Mortgage Squad Advisors
Partner programs

Grow your business with a mortgage partner that delivers.

Whether you send us buyers, refer clients, or finance projects — we make you look good. Solid pre-approvals, on-time closings, specialists for the hard files, and 100+ lenders behind every deal. Pick your program below.

FSRA Licensed #13737 · MBLAA-regulated · all referral arrangements compliant & in writing

What each partner program includes

Each program is built around how that profession actually works with mortgage clients. Realtors need buyers who can close. Builders need purchasers who are still qualified at occupancy. Accountants need a broker who reads a T1 and T2. Lawyers need clean instructions on time, and investors need a lender sequence that keeps them buying. Here’s what’s in each one.

For realtors

Real estate agents & teams
  • Co-branded buyer pre-approval materials on request
  • Evening + weekend availability when offers land
  • Maya answers buyer questions 24/7 in 50+ languages
  • Direct line to the advisor on every shared file
  • Rate Beat Guarantee gives your buyers confidence they got the best rate

For builders & developers

Builders, developers & sales centres
  • Co-branded financing collateral for your sales centre
  • Builder pre-approval letters handled correctly
  • Pre-construction, assignment & occupancy financing
  • Construction draws + CMHC MLI Select for your projects
  • Buyer questions answered on-site 24/7 in 50+ languages via Maya

For accountants

Accountants & tax professionals
  • Business-for-self & stated-income specialists in-house
  • We work directly from T1s, T2s, NOAs and financials
  • A, B and private lenders for lumpy or optimized income
  • Compliant two-way referral arrangement in writing
  • Maya available 24/7 for your clients' first questions

For lawyers

Real estate & family lawyers
  • Lender instructions delivered to your closing calendar
  • Spousal buyout & separation financing specialists
  • Estate, probate-adjacent and CRA-arrears refinances
  • A named advisor your clerk can reach directly
  • Compliant two-way referral relationship in writing

For investors

Property investors & portfolio builders
  • Rental, BRRRR, multi-unit & MLI Select financing
  • Lenders with investor-friendly rental add-backs / DSCR
  • Equity recycling: refinance, rental HELOCs, bridge
  • Portfolio sequencing to dodge doors-per-lender caps
  • A, B and private capital to keep acquisitions moving

How a partnership works

1. Tell us how you work

Pick your program and send us a short enquiry. We’ll ask how and when your clients usually need financing, so the partnership fits your process rather than adding steps to it.

2. Put it in writing

Referral arrangements are governed by FSRA rules (and, for realtors, RECO’s too). We document every arrangement so it’s compliant, transparent to your clients, and fair to both sides.

3. Refer, and stay informed

Introduce a client and a named advisor takes the file. With your client’s consent, we update you at each milestone, so you can manage your side of the deal with confidence.

Why partners choose us

Deals that actually fund

Solid pre-approvals and ~21-day closings on clean files — your timeline stays intact.

100+ lenders

A, B, and private — so the tough files your bank declines still close.

Reachable when it counts

Maya answers 24/7 in 50+ languages; a human is there evenings and weekends.

Compliant & transparent

FSRA-licensed, every arrangement documented and above board.

Specialists in-house

Self-employed, newcomer, investor, commercial and private — not generalists.

You stay informed

Milestone updates to you, not just your client, with their consent.

Partner program questions

Do you pay referral fees?
Mortgage referral arrangements are governed by FSRA rules, and by RECO rules for realtors. We keep every arrangement compliant and in writing. Tell us how you’d like to work together and we’ll structure something that’s allowed and fair.
What kinds of files can you place?
Straightforward purchases and renewals, plus the files banks often decline: self-employed and incorporated borrowers, newcomers, bruised credit, rentals and multi-unit properties, and private or bridge financing. We work with 100+ lenders across A, B and private channels.
Will I be kept informed about my client’s file?
Yes, with your client’s consent. We update you at each milestone, such as conditions met, appraisal in and lender committed, so you can manage your side of the transaction.
Where are you licensed?
Mortgage Squad Advisors is licensed by the Financial Services Regulatory Authority of Ontario (FSRA), Brokerage #13737, and serves clients across Canada.
Can my clients get help in their own language?
Our team works in 12+ languages in-house, and Maya, our AI assistant, answers first questions 24/7 in 50+ languages. A licensed advisor handles the advice and the file.

Not sure which program fits?

Reach out and we’ll build a partnership around how you actually work.