iA Securities


Mortgage Intelligence - iA Securities

Welcome iA Securities advisors

Mortgage Intelligence is proud to offer our partners at iA Securities a program that provides you and your clients with access to the best mortgage products and rates available in Canada today. Through this partnership, iA Securities advisors can expect professional comprehensive advice to fulfil the mortgage and credit needs of their clients from coast to coast. With a broad selection of bank and non-bank lenders, and an even broader selection of mortgage and credit options, we are truly Canada's mortgage experts.

We encourage you to download our iA Securities Mortgage Referral Guide to familiarize yourself with the program, or contact our Call Centre at mi@migroup.ca if you have any questions about the program.

Please complete the following required steps in order to transfer your client referrals seamlessly to your preferred or assigned Mortgage Intelligence Mortgage Consultant.

Step 1. Print and complete the Client Disclosure Form and have it signed by your client.

Step 2. Complete and submit the on-line referral form below. The information in this form will be provided to your Mortgage Consultant via the Mortgage Intelligence Call Centre. This must be completed each time you refer a client. Note: If you do not yet have a preferred Mortgage Consultant, simply complete the form below without indicating a Mortgage Consultant and one will be assigned to you.

Step 3. Fax or email the completed and signed Client Disclosure form to your preferred or assigned Mortgage Consultant


iA Securities Mortgage Referral Form

*Information in bold is required

Preferred Mortgage Consultant(s) Name

Advisor Information
Entity: iA Securities
Advisor Name:
Advisor Tel #:
Advisor Email:
Advisor Rep ID:


Client 1 Information
First Name:
Last Name:
Phone: Home   Mobile   Business
Alt. Phone: Home   Mobile   Business
E-Mail:
City:
Province


Client 2 Information
First Name:
Last Name:
Phone: Home   Mobile   Business
Alt. Phone: Home   Mobile   Business
E-Mail:
City:
Province


Client(s) interested in:
Purchase
Refinance/Equity Take Out
Mortgage Transfer or Switch
Second Mortgage
Other


Comments and/or additional instructions: