For clients

Were you invited to a MyFi session?

Your mortgage broker or financial firm uses MyFi to help you prepare before you talk. The session carries their name, and they receive only what you choose to share.

MyFi sessions are launching with our first brokerage partners. If you have received an invitation, it came from your broker or firm.

  • About 15 minutes
  • On your phone
  • Stop and come back

Example invitation

Cedar & Tide Mortgage GroupTo: Maya Reyes

Your mortgage renews in 150 days. Before we talk, take a few minutes to tell us what has changed and what matters to you.

Start my session Prepared with MyFi
What to expect

Three steps, at your own pace

  1. 1

    Check what they have

    Confirm or correct the details your firm already holds.

  2. 2

    Tell your side

    What has changed, what you want from the decision and the questions you have.

  3. 3

    Choose what to share

    Item by item. Anything you do not share will stay in your own record.

What MyFi does

Helps you set out what has changed, what you want from the decision and the questions you have, so your conversation starts where it matters to you.

What MyFi does not do
  • Give advice
  • Sell products
  • Check your credit
  • Pass your details to anyone other than the firm that invited you
Your record

You decide what reaches your firm.

You will keep a copy of your record. You will be able to download it, withdraw consent and ask for your data to be deleted.

Is my invitation genuine?

If you are unsure, contact your broker or firm using contact details you already have. MyFi never asks for banking passwords or card numbers.

Contact us about your data