FOR PROFESSIONALS
Send your client to someone who reports back.
The worst part of referring a mortgage is the silence afterwards. You hand off a client and hear nothing until something has gone wrong. That is the part this fixes.
Who refers to James
Realtors who need financing conditions removed on time. Lawyers and notaries who see files arrive half-underwritten. Planners and accountants whose self-employed clients keep getting declined by their own bank because the tax return was written to minimise income.
The common thread is that they all need someone who can place a file that is not straightforward — and who will say so early when it cannot be placed at all.
What happens after you send it
Four commitments, in the order you will notice them.
Contact within one business day
Most referrals get a call the same day. Urgent files — arrears, a firming deadline — get called immediately.
You get told where it stands
You will hear whether the file works, what it is waiting on, and the realistic timeline. You are not left guessing whether your client was looked after.
The relationship goes both ways
My clients need realtors, lawyers, planners and accountants constantly. Referrals flow back to the professionals who send good files.
Your client is never poached
A referred client stays yours. No cross-selling your service, no adding them to a list that competes with you.
Refer a client
Two minutes. Urgent files get called the same day — note the deadline below and it gets prioritised.
ABOUT YOU
YOUR CLIENT
A phone number or an email is required — whichever you have.
Most referrals are contacted within one business day.
Want to be listed on the partner directory as well, so my clients can find you? See the partner network.
Your bank isn’t calling you with a better strategy. I am.
Watch a 2-minute intro, sign a short Form 1A, and get a personalized snapshot I review with you on our call.
Get my personalized snapshot → Book a 15-minute Strategy Session