Perch | Mortgages, simplified
11 - 50 employees
đź’Ľ Consulting
🛡️ Insurance
📦 Logistics
đź’° Series A on 2022-10
Consulting • Insurance • Logistics
Perch is a Canadian company that simplifies the mortgage process and assists homebuyers and homeowners in finding and managing their mortgages. Through its comprehensive platform, Perch offers tools such as mortgage calculators and personalized mortgage offers, making it easy to compare rates and negotiate with lenders. The company helps a variety of clients, including first-time buyers, landlords, and newcomers to Canada, by providing insights on mortgage approvals and renewals, refinancing options, and debt consolidation. Customers can pre-approve their mortgages online quickly, access financial insights, and benefit from advice by mortgage advisors available seven days a week. Perch operates across all provinces and territories in Canada, offering a hassle-free, transparent, and efficient mortgage experience.
Mortgage Agent/Broker, Ontario
đź•’ 3 days ago
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Perch | Mortgages, simplified
11 - 50 employees
đź’Ľ Consulting
🛡️ Insurance
📦 Logistics
đź’° Series A on 2022-10
Consulting • Insurance • Logistics
Perch is a Canadian company that simplifies the mortgage process and assists homebuyers and homeowners in finding and managing their mortgages. Through its comprehensive platform, Perch offers tools such as mortgage calculators and personalized mortgage offers, making it easy to compare rates and negotiate with lenders. The company helps a variety of clients, including first-time buyers, landlords, and newcomers to Canada, by providing insights on mortgage approvals and renewals, refinancing options, and debt consolidation. Customers can pre-approve their mortgages online quickly, access financial insights, and benefit from advice by mortgage advisors available seven days a week. Perch operates across all provinces and territories in Canada, offering a hassle-free, transparent, and efficient mortgage experience.
đź“‹ Description
• Originate mortgage business and build relationships with clients • Self-generate most or all leads • Use Perch's auto-adjudication engine to match clients with lender options • Guide clients through mortgage applications • Manage client pipelines and identify new opportunities • Use automated Equifax soft credit checks and document requests • Rely on in-house support for client intake, document gathering, and appraisal bookings • Maintain referral-partner transparency through automated status updates • Focus on closing mortgage deals while Perch handles administrative and compliance workflows
🎯 Requirements
• Originated at least $10M in mortgages in the last 12 months • Demonstrated ability to self-generate most or all leads • Minimum 2 years of continuous experience as a licensed Mortgage Agent/Broker or Mortgage Advisor at a bank or credit union • Must be a licensed mortgage professional
🏖️ Benefits
• Qualified leads throughout the first year, up to 30% of annual volume • Competitive commission split starting at 90/10 and increasing to 95/5 • Desk and insurance fees waived • Commission splits capped at $12,000 • Industry-leading technology and workflow automation • Ready-to-use marketing assets, targeted campaigns, and lead-nurture tools • Continuous training, best-practice guidance, performance coaching, and 1:1 deal support
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