Mortgage Agent/Broker (Ontario)

Grow Your Mortgage Business by 50-100%

If you're an elite mortgage agent/broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clientsit's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business?

Perch is a 4X award-winning mortgage brokerage, enabling Canadians to make data-driven decisions to save money on their mortgage and easily access their home equity. Along with the support of a dedicated team of real estate and mortgage professionals, users can take control of their homeownership journey, from pre-approvals to mortgage renewals and everything in between.

Founded in 2018, Perch is based in Toronto and works with homeowners across Canada, including Quebec.

The Perch Advantage

Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You'll never need to wait for an underwriter again.

Automate Your Workflow: Our system automates the most time-consuming tasks, including:

• Nurturing your client pipeline and identifying new opportunities.
• Guiding clients step-by-step through their application.
• Integrating Equifax soft credit checks.
• Automatically requesting the correct documents from clients.
• Handling compliance and FINTRAC reporting.

Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business.

Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.