Earn $$$ for every deal
Refer clients to Prospr through Finmo in two clicks. Prospr by Sun Life handles the rest.
Better protection for your clients. Better business for you.
For your business
- $$ 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.
Go to Compliance > Insurance
Choose borrowers & referral agent
Click "Refer borrower(s) to Prospr"
Monitor referral status
Start earning on your next deal.
What you need to get started.
How Prospr stacks up
A broker's guide to understanding what Prospr offers, and how their offering stacks up against other mortgage insurance offerings.
Prospr referral
The Prospr client form covers everything your client needs to know about Prospr to make an informed decision about being referred.
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.
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.
Have a question?
Check this FAQ document with questions your clients might ask you. We also have an FAQ section in this help article.
Email templates
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.
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.
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.
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.
Partner stories
-
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.0%+Increase in total funded mortgages0B+Total mortgage volume funded
-
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 months0%Growth in agents
Deliver better client experiences. Drive more growth.
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.
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.
Turn data into decisions
Track deal volume, monitor lender performance, and uncover client and team trends—giving you the insights to grow with confidence.
Compliance built into every deal
Stay confident with FINTRAC-ready workflows and SOC 2–compliant data security built right into the platform.
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.
-
“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 MoskowyOnboarding Director
-
"About 60% of our brokers choose Finmo. We don’t mandate it—it’s just what they choose because it works."Jason HenneberryCo-Founder & COO
-
“Lendesk doesn’t sit idle. They evolve—and they’re really good at taking feedback and implementing it.”Gord AppelPresident/COO