Improve Your Sales Process: Partner With Us
Offer more to your clients with our mortgage solutions.
Trusted & Recognized by
The Choice of Top Professionals
“He kept me in the loop about what was going on during the entire process and was very quick to respond anytime I reached out. It has been a pleasure and I will definitely be calling David for any future needs."
- Jared, Realtor
“David was fast and prompt in all communication with everyone involved. It was a pleasure to work with David, and I wouldn't hesitate to recommend him when a client needs to get things done. Thanks David.”
- Idris, Realtor
You Work Hard Because Your Clients Deserve the Best
Your Relationships
You have fostered strong trust-based relationships with clients and you prioritize open communication, transparency, and client education.
Your Expertise
With a keen eye for market trends and opportunities, you adeptly guide clients through the real estate landscape, providing them with the perfect home or investment property.
Your Ethics
You stay updated of industry regulations and compliance requirements to ensure clients' interests are protected at all times.
Mortgage brokers play an important role in the success of your real estate business.
But It’s Not That Simple.
Most Realtors Aren’t Focused on Financing
“The mortgage process isn’t my area of expertise.”
"I find it challenging to coordinate with another professional because of my busy schedule."
“My clients already handle their mortgage arrangements independently.”
Have You Considered a Partnership?
Work with a dedicated mortgage agent to enhance your client offerings, improve the sales process, and improve your deal success rate.
You Have Reasons to Be Picky
Communication
“I’ve had experiences where mortgage brokers were not responsive or proactive in communication, leading to delays and misunderstandings.”
Time
“I have a busy schedule, so I don’t have time to vet and build partnerships with mortgage brokers.”
Quality
“I’m worried that the mortgage broker might not provide the same level of service and attention to detail that I offer my clients.”
Control
“I’m concerned about losing control over the client relationship.”
Commission
“I’m worried that the mortgage broker’s commission structure might not align with the best interests of my clients.”
Reputation
“If I refer to a mortgage broker who performs poorly, it could negatively impact my reputation and credibility for my clients.”
We Have the Answer
Client-Centric Approach
We prioritize your clients' unique needs and financial goals so you can enhance client satisfaction and build long-term relationships.
In-Depth Knowledge
We have expert knowledge of the mortgage market, enabling us to find the best solutions for your clients and ensuring that you’ll only work with clients who meet the necessary financial criteria before showing properties.
High Standards
Our attention to detail and proactive problem-solving address potential issues before they become obstacles, ensuring a smooth transaction.
We believe in the value of collaboration, so we foster partnerships with realtors to ensure our clients reach their financial and home-ownership goals.
Services We Provide
Comprehensive Support
Evaluating the client’s financial situation
Assisting clients in getting pre-approved
Comparing rates from multiple lenders
Creating tailored mortgage solutions that align with the property and client needs
Provide educational support for all parties involved
Full-service Support:
Client pre-qualification
Document preparation
Market updates
Customized solutions
Negotiation support
Problem resolution
Closing coordination
Ongoing Service After a Mortgage is Placed:
Conducting annual mortgage reviews to ensure the client’s mortgage still meets their financial goals
Assisting clients with the mortgage renewal process to secure the best terms
Offering ongoing financial planning advice to help clients manage their mortgage
Check Out Our Articles Made Just for Realtors
Our Client-Centric Approach
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We take the time to understand your client’s objectives and aspirations.
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We gather information to assess your client’s current financial health, taking a comprehensive look at their overall financial situation.
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We compare different financial strategies and solutions against your client’s long-term vision, identifying the best route to meet their goals.
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We craft a personalized financial plan that aligns with your client’s needs and objectives, taking into account all aspects of their financial life.
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We implement the strategies, putting your client’s financial plans into action.
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We monitor the progress of your client’s financial plan, making adjustments as needed to keep them on track towards their goals.
Meet the Team
David Pipe,
BBA, MBA
Advisor & Mortgage Agent L2
Emily Roe,
BFA, MBA
Marketing & Communications Coordinator
Why Work With Us
Our mission is to complement your efforts by providing specialized mortgage solutions while you continue to focus on your clients and their home-buying process.
We're committed to prioritizing your clients’ needs above all. David Pipe, our highly experienced mortgage broker, is supported by Emily Roe, our Marketing and Communications Coordinator, to ensure transparent, informed, and valuable client interactions.
By referring your clients to us, they gain expert mortgage advice tailored to their unique needs, enhancing their overall financial health and strengthening their loyalty to you.
Partner with us to:
Collaborate with an expert who will prioritize your client’s mortgage needs and enhance your brand with holistic financial solutions.
Save time while I handle all aspects of the financial and mortgage process seamlessly and provide educational guidance for your clients.
Enhance your reputation as a trusted realtor.
Build stronger client relationships based on trust, comprehensive support, and expert guidance.
Contact us to explore how our collaboration can benefit your clients and improve your sales process.
David Pipe, Advisor & Mortgage Agent L2
Providing creative financial solutions in planning, life insurance, and mortgages.
David Pipe, BBA, MBA
Advisor & Mortgage Agent L2
cell: (519) 400-6622
email: david@wealthtrack.ca
TMG - The Mortgage Group# 10315
Hear firsthand how WealthTrack can provide peace of mind and financial security to our valued clients.
Borrow, Build, Preserve
“David was very informative and took the time to explain the buying process from start to finish. David was not a pushy salesman and just gave informative advice and recommendations. Would love to work with him in the near future."
“David is excellent at his job, he was extremely professional and gave us great advice. He found us a great mortgage and was attentive to all of our needs and wishes. We definitely recommend him and hope to continue working with him. Thank you for everything!”
More About David Pipe
David offers a holistic approach to mortgages, investing and wealth-building. After 15 years of partnering with some of the world’s largest retailers, David now focuses on helping entrepreneurs, families and investors. An active investor in real estate, David provides clients with tailored advice on mortgages, life insurance and investments. He likes to help clients see the big-picture, and his approachable nature can make complex ideas seem simple. He believes in continuous education and has an MBA from Wilfrid Laurier University along with being fully licensed by the Financial Services Regulatory Authority of Ontario (FSRA). David lives in Guelph with his wife Kate and their three children.
The Realtor Resource Hub
Explore our curated blog posts covering key topics in mortgages, investments, and life insurance to support your professional growth and client success.
Click here to view the entire list of articles catered to realtors.
