Referral partnersFor realtors and mortgage brokers
You refer the client. I close the deal and keep you informed at each stage. This is how it works.
Send me a deal
Use the Send a deal form. Attach the agreement of purchase and sale or the lender commitment, give me the closing or funding date, and confirm that your client knows my office will contact them. Send a deal →
What happens next
Kerri in my office confirms that the deal has been received.
My office contacts your client to introduce the file and collect what I need.
The file is opened once my conflict check is done, and your client is told who is handling it and how to reach them.
Updates at each stage
I update you when the file is opened, when the searches are complete or an issue comes up, when the lender’s instructions arrive, when your client has signed, and when the deal has closed and the keys are released.
For mortgage brokers
Send me the commitment, and the lender’s instructions when they issue. I confirm when the lender’s conditions are satisfied, tell you as soon as I see anything that could hold up funding, and confirm funding on the day it happens.
What helps me close on time
Send the agreement and every amendment as soon as they are signed.
Send waivers the day they are signed.
Tell me early about tenants, a short closing, bridge financing, an estate sale or a separation.
Send me the other side’s lawyer’s details if you have them.
Tools you can send your clients
Land transfer tax calculator, including Toronto’s municipal tax