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Mortgage Squad Advisors
Legal partnership

Clean instructions. On time. Every closing.

A late or sloppy mortgage instruction is your problem at 4pm on closing day. We coordinate with your office so funds, conditions, and documents land when they should — and we handle the files that touch your work, from spousal buyouts to estate and CRA-debt refinances.

FSRA #13737 · 100+ lenders · serving real estate & family lawyers

Coordinate with our office

Tell us about your firm — we'll make your mortgage-dependent closings predictable.

We’ll only contact you about a partnership. By submitting you agree to be contacted about working together.

Why partner with Mortgage Squad Advisors

Predictable, on-time closings

Lender instructions, conditions, and funding coordinated to your closing calendar — fewer fire drills, fewer extensions, fewer angry clients in your office.

We handle the files near your practice

Separation and spousal buyouts (up to 95% LTV), estate and probate-adjacent refinances, and refinances to clear CRA or property-tax arrears before a sale.

One point of contact

A named advisor your conveyancing clerk can actually reach, not a 1-800 line — so document gaps get closed the same day.

Compliant referrals both ways

We refer clients who need legal work to you, and welcome your mortgage referrals — all kept properly documented.

How it works

A simple, compliant partnership.

01
Connect your office

Introduce us to your conveyancing team, or refer a client directly. We confirm the closing date and work backward.

02
We coordinate the lender

Instructions, conditions, and funding lined up to your timeline, with your clerk kept in the loop.

03
Closing funds — on schedule

Documents and funds where they need to be, on the date they need to be there.

What you and your clients get
  • 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
FAQ

Common questions

How do you prevent last-minute closing delays?
We work backward from your closing date, confirm lender instructions early, and keep your conveyancing clerk updated so document gaps surface days ahead, not hours.
Do you handle spousal buyout / matrimonial files?
Yes — separation and spousal buyout financing (up to 95% LTV on the matrimonial home) is a core specialty, coordinated with family counsel.
Can you refinance to clear CRA or property-tax arrears before a sale?
Yes. We arrange fast private and alternative financing to clear arrears that would otherwise jeopardize a closing, then plan the exit.
Can we set up a referral relationship?
Yes, documented and compliant. We also refer our clients who need real estate, family, or estate legal work to partner firms.
More partnership programs

Coordinate with our office

Tell us about your firm — we'll make your mortgage-dependent closings predictable.