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nesto – A Marketing Tool to Help Your Clients Optimize Their Mortgage Strategy

Top news March 30, 2023
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Our mortgage partner nesto has created a new tool to help your clients optimize their mortgage strategy.

With interest rates on the rise, some of your clients might be wondering what to do with their current mortgage, upcoming renewal or even potential property purchase. To help them make the best decision, Investia has partnered with nesto mortgages to offer your clients a free mortgage checkup.

The aim of the checkup is to analyze the client’s current mortgage situation and identify savings strategies (e.g. early renewal, accelerated repayments, etc.) so that they can spend less on their mortgage and invest more with you.

In your next client conversations, ask them if they have a mortgage up for renewal in the coming months or if they plan on purchasing a new property. If the answer is yes, they should speak with a nesto advisor!

Advantages of referring a client to nesto:

  • Low Mortgage Rate Guarantee: A low rate upfront, every time;
  • Unbiased expert advice: nesto advisors don’t earn commissions, so they will always help your client find the best mortgage solution;
  • Simplicity meets speed: a streamlined financing experience backed by best-in-class technology;
  • A company you can trust: nesto is a pioneer in online lending & has helped 210,000+ Canadians;
  • Earn a referral commission: when your client obtains a mortgage with nesto you receive 25bps (0.25%) of their mortgage in gross commission.

To refer a client to nesto:

  1. Log into nesto’s Referral Platform at https://office.nesto.ca/login
  2. Go to the “Invite new clients” section and complete the Invitation form and click “Submit”;
  3. A nesto Mortgage Expert will then contact your client to discuss his/her mortgage needs.

Haven’t created a nesto account yet?

Simply complete the form here: https://www.nesto.ca/investia

Useful documents:

For information:

If you have any questions or would like to learn more about nesto’s mortgage referral program, please contact Jocelyn Giguère at jocelyn@nesto.ca.

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