Introduce your client to Rosie.
Have a client who could benefit from a mortgage conversation? Send Rosie a simple introduction and she can connect with them directly.
You only need to provide basic contact information and the general reason for the referral. Rosie will take it from there.
Tell Rosie who you’re referring.
Complete the referral form with your information and your client’s basic contact details. Rosie will know exactly who made the introduction and can follow up directly with the client.
Your name, brokerage and contact information identify who referred the client.
Provide only the basic information Rosie needs to make contact with the client.
Please make sure the client has agreed to have their contact information provided to Rosie before submitting the referral.
The referral form is intended only to make the introduction. Detailed mortgage and financial information can be collected directly from the client through the appropriate process.
Refer your client.
Fields marked with * are required.
Rosie handles the mortgage conversation directly with your client.
You do not need to collect mortgage documents or detailed financial information. The purpose of this form is simply to connect the client with Rosie.
Basic Information Only
Provide the client’s name, phone number, email address and the general reason they may need mortgage help.
Rosie Takes It From There
Rosie can contact the client directly, understand their goals and determine what information may be required.
Secure Next Steps
If the client wants to proceed, Rosie can provide the appropriate secure application or document process directly to them.
Not every client fits neatly into the same lending box.
Rosie can review a wide range of mortgage situations and explore available financing paths based on the complete circumstances of the borrower and property.
All credit situations may be considered. Mortgage approval is not guaranteed and remains subject to borrower circumstances, documentation, property, lender criteria and other transaction-specific requirements.
Connect with Rosie.
If you’re a Realtor who simply wants to introduce yourself and learn more about working with Rosie, use the Realtor Connection page instead.
Mortgage That is used as a marketing brand in connection with mortgage services provided by Rosie Figliomeni through Dominion Lending Centres Silver Leaf Financial Group Inc. Mortgage That is not a separately licensed mortgage brokerage. Mortgage approval and financing availability are not guaranteed and remain subject to borrower circumstances, documentation, property review and lender criteria.