Professional Partner Referrals
Realtors, accountants, financial planners, and other professionals can refer clients to Finevo.
Trusted professionals, trusted advice.
Realtors
Help your buyers and sellers line up the right financing so deals close with confidence.
Accountants
Connect clients — including the self-employed — with mortgage options that fit their financial picture.
Financial Planners
Make mortgage strategy part of your clients' broader financial plan.
Other Professionals
Lawyers, insurance advisors and other trusted professionals are welcome to refer clients.
How partner referrals work
A simple, transparent process designed to protect your client relationship.
Refer your client
Share your client's basic information with Finevo through a simple referral.
We connect with your client
A licensed Finevo mortgage advisor reaches out promptly to review options and guide them through the process.
Your relationship stays protected
We treat your client with care and keep their best interests at the centre of every recommendation.
Refer your client
Submit your referral through the secure Finevo partner portal and a licensed Finevo mortgage advisor will follow up promptly. Prefer to talk? Call or email our team.