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Earn $$$ for every deal

Refer clients to Prospr through Finmo in two clicks. Prospr by Sun Life handles the rest.

Why it matters

Better protection for your clients. Better business for you.

Traditional creditor insurance pays the lender. Prospr pays the people who matter.
For your business
  • $$ per deal - if your borrower(s) adopt a policy.
  • Low lift after referral - Sun Life calls your client within 2 to 4 hours. Your job is done once you hit send.
  • Paid the month the policy is placed - No waiting on commission cycles.
  • Go beyond the transaction - Show clients you're thinking about more than the rate.
For your clients
  • Portable coverage - Protection follows your client, not their mortgage. Switching lenders or paying down the balance doesn't affect it.
  • Level coverage - The benefit stays the same over time.
  • Their beneficiary, their choice - Claims go to the people they choose, to use however they need.
  • Critical illness coverage - Protection that goes beyond life insurance.

Refer in four steps.

The whole flow lives inside Finmo. Consent is captured, compliance docs are generated, and you're cc'd on every confirmation.
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Step 01
Go to Compliance > Insurance
Open your submitted deal in Finmo and find the Insurance tab under Compliance.
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Step 02
Choose borrowers & referral agent
Check the borrowers you want to refer and pick the referral agent from the dropdown.
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Step 03
Click "Refer borrower(s) to Prospr"
Hit the green refer button and confirm your clients have agreed to be contacted.
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Step 04
Monitor referral status
Track progress from your deals dashboard — a dedicated column shows each referral's status.
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Not contracted yet?

Start earning on your next deal.

You or your brokerage needs a contract with Sun Life before sending referrals. Fill out the form and our team will get you connected. Once your contract is in place, we'll turn Prospr on for you in Finmo.

Resources

What you need to get started.

Templates, pricing, FAQs — everything to help you introduce Prospr to clients without slowing down your day.
Broker Information
How Prospr stacks up

A broker's guide to understanding what Prospr offers, and how their offering stacks up against other mortgage insurance offerings.

BROKER INFO
Client form
Prospr referral

The Prospr client form covers everything your client needs to know about Prospr to make an informed decision about being referred.

CLIENT FORM
Prospr link
Client booking

Once you referred your client to Prospr, share this booking link with them, so they can book themselves in at their preferred time.

BOOKING LINK
Pricing
Quoting tool

Show your clients how competitive Prospr can be. Use the quoting tool or reference the internal one pager to give them a rough pricing estimate.

QUOTING TOOL
FAQ
Have a question?

Check this FAQ document with questions your clients might ask you. We also have an FAQ section in this help article.

FAQ DOCUMENT

Email templates

Feel free to use these email templates to help with client communication.
Introducing Prospr

Starting the insurance conversation with your clients can be tricky.

 

Use this template with the Prospr client form to introduce Prospr to your client.

VIEW TEMPLATE
Before referring

Set expectations with your clients before sending their referral.

 

Use this template to let them know you’ll be sending their referral, and to expect a call from Sun Life.

VIEW TEMPLATE
Referral follow-up

We know taking care of your clients is a top priority.


Use this template to follow-up with your clients 2-3 days after referral.

VIEW TEMPLATE
Work your database

Did you know you can refer anyone to Prospr, not just current clients?

 

Use this template to reach out to your past clients. If they express interest in Prospr, you can refer them.

VIEW TEMPLATE

Partner stories

  • brx_w

    How BRX Mortgage scaled smarter, not harder

    In under four years, BRX scaled to 370+ agents, funded 5,500+ mortgages, and surpassed $2.4 billion in mortgage volume.
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    Increase in total funded mortgages
    0B+

    Total mortgage volume funded

  • indi_w

    When Indi brokers choose, they choose Finmo

    Indi supports 400+ licenses and $4.2B in volume—letting brokers choose their tools. That’s why so many choose Finmo to build their business.
    0B+
    Funded in the past 12 months
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    Growth in agents

Deliver better client experiences. Drive more growth.

When clients trust your process, they trust you. This leads to repeat business, glowing reviews, and referrals that grow your book. Ready to deliver a smooth mortgage journey?
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Lender Network
More lenders. More business

With a network of 350+ lenders, Finmo helps brokers grow their business—and gives lenders more reach in the broker channel.

Learn more
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Integrations
Plug into the tools you already use

Finmo will seamlessly adapt to your workflow and can easily integrate with nearly any other system or CRMs.

Learn more
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Analytics
Turn data into decisions

Track deal volume, monitor lender performance, and uncover client and team trends—giving you the insights to grow with confidence.

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Compliance
Compliance built into every deal

Stay confident with FINTRAC-ready workflows and SOC 2–compliant data security built right into the platform.

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Finmo AI
From data to deal in a click

Create new deals in minutes and auto-populate MLS data instantly—so you spend less time entering details and more time closing deals.

Learn more
  • “Working with Lendesk has been outstanding. Finmo + Lender Spotlight streamline our brokers' workflows and elevate the client experience, but it's the support that truly sets them apart. For new and experienced brokers alike, I wouldn't recommend any platform over Finmo.”
    Braeden Moskowy
    Onboarding Director
  • "About 60% of our brokers choose Finmo. We don’t mandate it—it’s just what they choose because it works."
    Jason Henneberry
    Co-Founder & COO
  • “Lendesk doesn’t sit idle. They evolve—and they’re really good at taking feedback and implementing it.”
    Gord Appel
    President/COO

Ready to save time and grow your business?

Join the thousands of brokers and institutions already working smarter with our solutions.