If you're an elite mortgage agent/broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals.
About Perch
Perch’s award-winning digital mortgage platform enables Canadians to make data-driven decisions to save money on their mortgage and easily access their home equity. Along with the support of a dedicated team of real estate and mortgage professionals, users can take control of their homeownership journey, from pre-approvals to mortgage renewals and everything in between.
Founded in 2018, Perch is based in Toronto and currently available to residents across Canada, including Quebec.
The Perch Advantage
- Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again.
- Automate Your Workflow:
Our system automates the most time-consuming tasks, including:
- Nurturing your client pipeline and identifying new opportunities.
- Guiding clients step-by-step through their application.
- Integrating Equifax soft credit checks.
- Automatically requesting the correct documents from clients.
- Handling compliance and FINTRAC reporting.
- Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business.
- Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency.
Who We Are Looking For
- Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months.
- Experienced Qualified: You have a minimum of 2 years of continuous experience as a licensed Mortgage Agent or Mortgage Broker, or as a Mortgage Advisor at a bank or credit union.
If you are ready to stop managing paperwork and start building your future, apply today to join us in building the most cutting-edge mortgage brokerage in Canada.