Assante


Invis - Assante

Welcome Assante Advisors

Invis is proud to offer our partners at Assante a program that provides you and your client's with access to the best mortgage products and rates available in Canada today. Through our partnership, Assante advisors can expect professional mortgage advice for their clients; where we can fulfill the mortgage and credit needs of Canadian's coast-to-coast. With a broad selection of bank and non-bank lenders, and an even broader selection of mortgage and credit options, we are truly Canada's Mortgage Experts.

We encourage you to download our Assante Mortgage Referral Guide to familiarize yourself with the program, or contact our Call Centre at invis@invis.ca if you have any questions about the program.

Please complete the following required steps in order to transfer your client referrals seamlessly to your preferred or assigned Invis Mortgage Consultant.

Step 1. Print and complete the Client Disclosure Form and have it signed by your client.

Step 2. Complete and submit the on-line referral form below. The information in this form will be provided to your Mortgage Consultant via the Invis Call Centre. This must be completed each time you refer a client. Note: If you do not yet have a preferred Mortgage Consultant, simply complete the form below without indicating a Mortgage Consultant and one will be assigned to you.

Step 3. Fax or email the completed and signed Client Disclosure form to your preferred or assigned Mortgage Consultant


Assante Mortgage Referral Form

*Information in bold is required

Preferred Mortgage Consultant(s) Name

Advisor Information
Entity: Assante Capital Management Ltd.   Assante Financial Management Ltd.
Dealer Code:
Advisor Name:
Advisor Tel #:
Advisor Email:
Advisor Rep ID:


Client 1 Information
First Name:
Last Name:
Phone: Home   Mobile   Business
Alt. Phone: Home   Mobile   Business
E-Mail:
City:
Province


Client 2 Information
First Name:
Last Name:
Phone: Home   Mobile   Business
Alt. Phone: Home   Mobile   Business
E-Mail:
City:
Province


Client(s) interested in:
Purchase
Refinance/Equity Take Out
Mortgage Transfer or Switch
Second Mortgage
Other


Comments and/or additional instructions: