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[June 13, 2024] Insurance referral programs to earn $... and our latest product updates
[June 13, 2024] Insurance referral programs to earn $... and our latest product updates
Marnie George avatar
Written by Marnie George
Updated over a week ago

😌 Life insurance as mortgage protection

Send referrals to Prospr by Sun Life and earn $

Why Prospr? Prospr’s life insurance – used as mortgage protection – offers consistent coverage regardless of mortgage changes or lender switches, with the insurance payout going directly to the beneficiary. In short, Prospr protects your clients, not the lenders.

You can refer your clients on Finmo with a few simple clicks and follow the status of your referrals directly on the Deals table. In turn, your clients will be able to work with Prospr and their dedicated team of advisors to fully understand their insurance options.

Start sending referrals and earn $: Book a short, no-obligation meeting with us to learn about your options. If you choose to leverage Prospr in Finmo, once you have an agreement, we'll enable Prospr for your team in Finmo.

🏠 Home insurance

Send referrals to Surex and earn extra $

Surex is an insurance brokerage that has partnered with more than 10+ of Canada’s top insurance providers. They work together to help your clients find the best coverage for their needs, at the best rate.

Want to learn more about Surex? Book an intro call with one of their agents. Once you have an agreement with Surex, let us know in the chat and we'll enable Surex for your team in Finmo.

Enhancements and bug fixes

💁‍♀️Voilà! We improved French content translation in the Borrower Portal and fixed an issue that was preventing some elements, like document names and descriptions, from being displayed in French – when French was set as the preferred language.

✏️ Proofreading! A small copy update was done to the New Brunswick Disclosure Statement to ensure consistent language when referring to mortgage brokers.

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