Your clients come back. Do they come back ready?
MyFi prepares your clients before the conversation. They confirm what has changed and say what they want. You get one brief, under your brand.
Now onboarding pilot mortgage brokerages.
What the file does not tell you.
A new business.
Self-employed since March 2025. It changes which lenders will use the income.
New debt.
$44,200 on a car loan and a line of credit.
A plan.
An $85,000 basement suite next spring.
That renewal is really a $663,800 refinance. MyFi finds it 150 days out, with time to act.
From the sample brief. The household is fictional.
See the sample brief15 minutes for the client. One brief for you.
- 1
Invite. You invite the client months before the decision, under your brand.
- 2
Prepare. They confirm what changed, rank what matters and explore the options.
- 3
Meet. You get a brief before the first call.
Two decisions that come around on a schedule
Mortgage renewal. Find the renewals that are really refinances, 150 days before maturity.
Explore mortgage renewalAnnual KYC review. Bring client information up to date before the review, with a record of what the client confirmed.
Become a design partnerWe prepare. You advise.
- Maps the options. Never recommends.
- Every number comes from a calculator.
- The client chooses what is shared.
- Your brand throughout.