Your Clients. Our Mortgage Expertise. One Seamless Partnership.
We help financial planners protect their client relationships by managing mortgages strategically, so you stay the trusted advisor, and we make you look even better.
Why Partner With Pilot?
We’re not just brokers. We’re wealth builders.
Most mortgage brokers chase rates and churn clients.
Pilot builds long-term strategies so your clients don’t just get a mortgage, they get a wealth plan that supports your financial roadmap for them.
That means you stay at the centre of your client’s financial life.
How We Plug In With You
You introduce us - simple referral handoff.
We deliver the Wealth Definition Session™ -align mortgage to their financial goals.
We report back to you - you stay in the loop, no surprises, no stepping on your advice.
What Your Clients Get
Clarity: A personal definition of wealth & freedom.
Strategy: A Mortgage Wealth Blueprint™ that aligns with their financial plan.
We don’t cross-sell products that compete with you.
We proactively flag opportunities for you (refis, HELOCs, property growth).
We give you credit in front of your clients so you remain the primary trusted advisor.
Let’s build wealth together.
At Pilot, we believe the best outcomes happen when financial planners and mortgage experts work together.
If you have a client who could benefit from a strategic mortgage partnership, refer them to us today and we’ll handle the rest with the same care and professionalism you provide.
Not ready to refer yet? Book a quick 15-minute Partner Call and see exactly how Pilot can plug into your practice and add value to your client relationships.
