Partners
A mortgage partner who understands what's at stake.
You've worked hard to earn your clients' trust. When you introduce them to a financing partner, you need confidence in the advice, communication and execution that follow.
CD Mortgages partners with leading real estate agents, brokerages, developers, accountants, lawyers and other trusted advisors to help clients make informed financing decisions.
From straightforward purchases to complex income structures and challenging closings, we bring a strategic approach, and take ownership of our role in the transaction.
Who we work with
Help your clients move forward with a clearer understanding of their financing.
We assess purchasing power, identify potential obstacles early and explain the financing conditions that matter. When a situation requires a more sophisticated approach, we explore the available options and keep you informed, with your client's permission.
Give purchasers access to financing expertise well before closing.
We support pre-construction purchasers with qualification reviews, closing strategies and an assessment of eligible automated valuation or no-traditional-appraisal options. For developers, we also assess inventory financing and broader project financing needs.
Connect your clients' business and personal financial picture to their borrowing goals.
We understand that salary alone may not reflect a business owner's financial strength. We work alongside you to assess how corporate earnings, eligible income adjustments and assets may support financing, and explain future mortgage qualification requirements while you guide the tax planning.
A financing partner who understands that details and deadlines matter.
Whether your client is purchasing, refinancing, restructuring ownership or navigating a complex closing, we work with you to clarify financing requirements, identify outstanding issues and coordinate next steps.
Help clients consider borrowing decisions within their broader financial plans.
We assess financing options involving property equity, eligible investment assets, retirement cash flow and debt restructuring, coordinating with the client's advisors where appropriate.
What you can expect
We assess the circumstances and position the application for an appropriate lender.
You know where the financing stands and what happens next, subject to client consent.
Access to A-lender, alternative, private and commercial financing solutions.
Every introduction is a responsibility to deliver thoughtful advice and attentive service.
We explain what appears workable, what needs further review and what could affect the outcome.
Tell us about your business, the clients you serve and where financing creates challenges. We'll discuss how CD Mortgages can support your clients and your work.
Discuss a client scenario
