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If you're an elite mortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it'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.
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.
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.
Skip the repetitive application forms
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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.
Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads.
Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Mortgage Broker or as a Mortgage Advisor at a bank or credit union.
Digital-first mortgage brokerage and home ownership platform.
Visit company websiteJobs and hiring trendsCAD 150000-200000 yearly / year
Full-time
Entry · 2+ years experience
Remote
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