HALO Advisory

Simple Referral Program

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Expanding Opportunities with Strategic Partnership and Support.

As a mortgage broker, you excel in what you do.

You’re a pro at residential mortgages, but commercial loans can be a different ballgame. That’s where HALO Mortgage Advisory steps in. Our Broker Referral Program allows you to easily extend your services to include commercial mortgages with a trusted commercial partner for your clients.

By referring your commercial leads to us, you ensure your clients get the best in the industry and earn referral fees for yourself. Save your valuable time to do more of what you love or do best, and let HALO Mortgage Advisory provide your clients experience the HALO effect on their commercial mortgage application or aspiration.


The HALO Mortgage Advisory Inc. Advantage


Expand Your Offering

Instantly broaden the range of financial products you offer your clients, including all commercial mortgage types.


Enhanced Capacity

Focus on your core residential business as we manage the intricacies of the commercial mortgage process.


Trust and Expertise

Leverage our well-established reputation and comprehensive know-how in the commercial lending space to elevate your brand's credibility in the commercial real estate industry.



Stay informed through key milestones via our co-broker agreement.

Here’s How it Works

Rest assured, your commission is safeguarded through our Co-Broker Agreement, ensuring you reap the benefits of every successful transaction.

Capitalize on an opportunity to broaden your offerings and partner with a reputable professional to help your commercial clients.

Stephen Thomas

To Learn More

Expand your capabilities without stretching your focus thin. HALO Mortgage Advisory enables you to offer your clients comprehensive, expert commercial mortgage solutions without complicating your operations.

Frequently Asked Questions

The Simple Referral Program at HALO Advisory is designed to streamline the process for professionals who wish to refer their clients to our comprehensive suite of financial services, including commercial mortgages, private lending, and business advisory. This program rewards our partners for successful referrals with competitive commissions, while ensuring their clients receive top-tier financial solutions.

Our program is open to a wide range of professionals, including real estate agents, mortgage brokers, financial advisors, accountants, and lawyers who encounter clients in need of specialized financial services that HALO Advisory provides.

Participating in our referral program is straightforward:

- Identify a client who could benefit from our services.

- Submit the client’s details to us through a simple referral form.

- We will then reach out to the client to begin the consultation process, keeping you informed along the way.

No, there are no fees to join our Simple Referral Program. Our aim is to build a mutually beneficial partnership that enhances the value you offer to your clients while providing them with expert financial solutions.

Referral commissions are calculated as a percentage of the fees or interest earned by HALO Advisory from the successfully closed deal with the referred client. The exact percentage will be discussed and agreed upon at the time of the referral.

Absolutely. Transparency is a key component of our referral program. We ensure that you are kept in the loop with regular updates regarding your client’s progress and the status of their application or service engagement.

HALO Advisory stands out due to our tailored financial solutions, deep market expertise, and commitment to client satisfaction. Your clients will benefit from our personalized approach and our ability to secure favorable financial arrangements that meet their unique needs.

By participating in our Simple Referral Program, your clients are automatically given priority. We understand the importance of these relationships and commit to providing your referrals with the highest level of service and attention.

We encourage you to reach out to us regardless. Our financial solutions are broad and customizable. Even if a specific service isn’t listed, we may still be able to accommodate your client’s needs or offer a suitable alternative.

To begin referring clients, simply contact us to express your interest in the Simple Referral Program. We will provide you with all the necessary information and materials to get started, including the referral form and details on our services and process.

While our primary focus is on clients within our serviced regions, we are open to working with clients from various locations. Please contact us to discuss the specifics of your client's needs and how we can assist.