Benefits of Referring a Customer to Effortless Mortgage
We get deals approved! We are the one-stop shop for A, B and Private Mortgages
Unlike a bank or an individual broker, we offer a full suite of mortgage products. We work with 60 plus lenders including banks, credit unions, B lenders, and not to mention our own vast network of private lenders. Our large volume and long-standing relationship with lenders means we not only can get extra discount on rates for your clients, but also can get difficult deals approved.
Our experienced team will provide the “white-glove” service to customers who are referred to us
Your referral will be managed by brokers with 10+ years of mortgage experience to ensure we provide the best mortgage advice. We are well-staffed to ensure phone calls are always answered ASAP. All of our Mortgage Advisors have gone through rigorous training to ensure exceptional customer service quality.
The more you refer the more you get rewarded
While we believe our service and professionalism will speak for itself, we also have a competitive cash rewards program to help sweeten the deal. You will get paid on every single funded deal from your referrals. We also have surprise gift baskets for those who refer more than 3 deals to us in any given year.
How Does It Work?
It’s very simple:
- If you are referring a client, fill out the Client Referral Form; if you are referring a Family or Friend, fill out the Family and Friend Referral Form. It takes less than 2 minutes. You will receive a confirmation email that we have received your referral.
- The customer you referred will receive a welcome call from one of our experienced advisors within 24 hours. We will keep you posted on the mortgage status along the way.
- Once the customer’s mortgage is funded, your rewards will be on the way.
Partner Rewards Tiers
You will receive a cash bonus on every funded mortgage from your referral. The payment will be based on the size of the mortgage and the number of referrals per year.
- For Funded Mortgage Amount $100,000 to $299,999, you will receive $100 per funded mortgage
- For Funded Mortgage Amount $300,000 to $499,999, you will receive $200 per funded mortgage
- For Funded Mortgage Amount $500,000 to $999,999, you will receive $300 per funded mortgage
- For Funded Mortgage Amount >=$1,000,000, you will receive $750 per funded mortgage
Once the mortgage is funded, you will receive your cash rewards within 30 business days.
Email us at firstname.lastname@example.org or book a 15-minute chat with us to learn more how we can help you support and/or grow your client base.