Services

Find-Your-Freedom Model

Sitting poolside, sipping sangria. 

Phone notification: you just got paid residuals. 

Ah, the life of a retired… financial advisor?

*record scratch*

Meanwhile, when mortgage brokers like you stop working, your cashflow dries out faster than a day-old donut.

It’s totally unfair.

That’s why we created the Find-Your-Freedom models. To serve brokers in every stage on their career path.

Mortgage Agent Retirement Model

Free to Grow

Free to Live

Free to Retire

Made for brokers who want to break through 100+ mortgages/year.
Free your time to hone your business/marketing strategy by letting our team iron out the smaller details.
Created for brokers who want to free themselves from the daily office grind.
Start a new business. Travel for a year. Evolve your brand. Free to Live gives you time and space to focus on what you want.
Designed for retired brokers who want to live comfortably on residuals.
Focus on truly enjoying your golden years with gusto without worrying about money. You’ve got passive income flowing.

How it works

How it works

How it works

Our account managers manage tedious tasks like file management, credit checks,pre-approvals and more – but only when you need them.We manage everything including email, website, and social media. From first contact to final signing, we take care of everything.Simply stay licensed with us, and we manage the rest –from first call to closing the file. All so you don’t have to think about it.
Commission split ranges from 40/60 to 55/45.Commission split ranges from 30/70 to 50/50.You make 10-35% on your book for up to 15 years.

How can you close my files without me?

We have an account manager team that is licensed from B.C. to Ontario, ready to knock your business out of the park. With scripts and templates, they are you (potentially better, but we’d never say that to your face!!). So from the very beginning of the file to the very end, they manage every step.

That means you can:

  • Get out there and drum up more business
  • Go easy and enjoy your life
  • Retire, stay licensed with us and keep getting those sweet, sweet residuals

The choice is yours.

Want To Know More?

Keep those residuals streaming in.

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