Accountant referral pathway

Introduce the client. Keep the financial record out of the first handoff.

A short professional introduction for accountants. With the client's authorization, provide only the contact information needed for the mortgage team to connect. Once the transaction and underwriting question are known, the mortgage professional can request the specific records actually required.

Client contact information

Who would you like the mortgage team to contact?

This is intentionally a contact-only introduction. Do not upload or paste T1s, T2s, Notices of Assessment, financial statements, CRA documents, bank information, SINs, income details or other confidential client records here.

Client full nameClient emailClient phone

Referring professional

Your nameAccounting firmYour emailYour phone Optional

I confirm the client has authorized me to share the contact information entered above with HopeWell Mortgages so the mortgage team can contact them about mortgage services.I understand this is a contact introduction only. I have not included confidential tax, accounting, banking or other financial information. Any records required for the mortgage review should be requested specifically and shared through the appropriate authorized process.

Submitting this form does not create an accountant-client engagement with the mortgage brokerage, does not establish referral compensation, and does not constitute mortgage approval, underwriting or a commitment to lend.

Specific request, minimum necessary record

Share only the basic contact information needed for the mortgage team to reach the client.
Do not send T1s, T2s, NOAs, financial statements, bank records, SINs or CRA documents through this form.
The mortgage professional should first understand the transaction and then make a specific, proportionate document request.
The accountant can explain the source record; the mortgage professional applies lender policy; the lender makes the credit decision.
A referral does not guarantee mortgage approval, funding, lender acceptance of corporate income or a particular product or rate.

What happens after the introduction?

The mortgage professional establishes the financing need, obtains borrower authorization and determines which documents or factual confirmations are actually relevant. That keeps the accountant out of speculative lender-document production.

Read the referral workflow