Simple Referral Program
Home / Simple Referral Program
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.
Transparency
Stay informed through key milestones via our co-broker agreement.
Here’s How it Works
- Identify the Opportunity: Recognize clients needing commercial or jumbo residential mortgages for which you need a solution.
- Complete HALO Mortgage Advisory’s Referral Form and Submit Basic Documentation: Fill out our easy-to-use referral form, which includes essential client information loan requirements and provides the basic income, expense, and relevant third-party due diligence reports available.
- Schedule a Joint Call or Send a Warm Email Introduction: Connect us to your client for an introductory conversation and to confirm mutual expectations.
- Client Engagement & Co-Broker Agreement: After the initial introduction, we'll proceed with our client engagement protocol and sign a Co-Broker Agreement to formalize our collaboration.
- Expert Guidance: Our team will consult your client, review their requirements, and tailor a suitable financial solution.
- Earn Your Commission: Upon successful mortgage closure, your commission is protected and promptly transferred to your brokerage.
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.
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.