TFC Premiere Partner Programme
Everything your portal can do
It answers “what can I afford” for a buyer before they call you, turns your listings into client-ready documents, captures leads at your open houses, and hands you something to post every month. Open whichever bit you need.
Updated 12 September 2026 · Stephen Green, Mortgage Broker · 519-500-1789
Three different things
You have three addresses and they do three different jobs. The one that matters: one of them is yours and two of them are your clients’.
Your workbench. You sign in; nobody else can. It is where you request feature sheets, refer a client, run an open house sign-in and grab your social posts.
Think: the back office. If a client ever lands here they hit a login screen.
A web page with you and me on it, side by side. No login. It is the link for your email signature, your business card and your listing presentation.
Think: your introduction. One page that says you come with a mortgage broker attached.
A set of tools your client keeps: what they can afford, what their home is worth, nine calculators. Your name is at the top of every one. It installs to their home screen.
Think: the thing they still have in six months, with your name on it.
New here? Five things, ten minutes
- Agree to the partner terms. The portal asks the first time you open it — one page, plain English, one tap. Nothing changes about what you get; it just writes down what these tools are and what they are not. Read it any time at the partner agreement.
- Open your page. You have a co-branded page at
partnerhub.ca/your-name. Put it in your email signature. - Make one sheet. Pick any current listing and request a payment snapshot. It takes about a minute.
- Send one buyer the affordability tool. Anyone who has said “we’re just starting to look”. It takes them ninety seconds and their details come to you.
- Save the portal to your home screen. You will use it standing in someone’s kitchen, not at a desk.
The map
This is your portal home. Tap anything to jump to it.
?Which one do I need?The five documents, side by sideStart here›
Everything splits on one question: is this about a property, or about a person? Four of the five are about a property — anyone looking at that address gets the same numbers. The buyer guide is about the idea rather than any address.
All five are self-serve. You fill in a short form in the portal against one listing, the figures are generated from the current lending assumptions, and I check and approve them — usually the same day.
| Document | It’s about | Reach for it when | How you get it |
|---|---|---|---|
| Payment snapshotAbout a property | A property | Price is the objection and you want the monthly cost on the page | Portal → Feature sheets. I approve it. |
| Investment propertyAbout a property | A property | It's a rental and the buyer wants cash flow, not a payment | Portal → Feature sheets. I approve it. |
| Renovate-readyAbout a property | A property | The house is dated and the reno should be financed into the mortgage (Purchase Plus Improvements) | Portal → Feature sheets. I approve it. |
| Buyer guideAbout the idea | Nothing in particular | A buyer needs Purchase Plus Improvements explained before they'll consider a fixer | Portal → Feature sheets. Instant — no approval needed. |
| Financing sheetAbout a property | A property | A buyer is looking at this listing and wants to know what it costs a month at every down payment | Portal → Feature sheets. I approve it. |
A financing sheet is a straight, standard financing sheet. It is not the Purchase Plus Improvements sheet and it is not the investment property sheet — those are the renovate-ready and investment listing sheets above, and you request them in the portal. Ask for a financing sheet when what you want is one buyer’s ordinary numbers.
The other tell: how long it takes
A sheet is generated the moment you submit it, so the only wait is me looking at it. The buyer guide needs no approval at all — it is about Purchase Plus Improvements rather than about anybody's address, so there is nothing on it for me to check.
“My buyer is looking at a tidy semi — that’s a financing sheet on that address, so she can see the payment at every down payment. Then she falls for a 1974 bungalow with an original kitchen — that’s a renovate-ready sheet on that one. Same form, two minutes each.”
◈What can I afford?A working price range, in about ninety seconds›
Seven questions and a buyer gets a realistic price range worked on the rules a lender actually applies — the stress test, both debt-service ratios, the down payment minimums, and property tax for the city they are looking in. No credit check, no account, and nothing about it touches their credit file.
It is an estimate, not an approval, and it says so on every screen. A pre-approval is a real submission with documents and it is what you want in hand before anyone writes an offer — so when a buyer gets close, send them to me.
▤Feature sheetsFive documents · you request all of them yourself›
You give me a property. I give you back a document you can print, email, text as a link, or post — with your name and brokerage on it beside mine.
Financing sheet
The whole picture for one listing: what it costs a month at every down payment, over both 25 and 30 years, with the default insurance premium, the estimated closing costs including land transfer tax, and the income a buyer would need. The sheet a buyer asks for when price is the question and “what’s the payment” is not a full enough answer.
Payment snapshot
What this house costs per month, at minimum down and at 20% down. Address and price is all I need. Use it on any listing where price is the objection — it answers “can I afford this” before a buyer talks themselves out of the showing.
Investment property
Rent roll, real operating costs, cash flow after everything, and what tenants pay down over five years. Written for the buyer who owns two already and does this maths on a napkin — badly.
Renovate-ready
For the dated house that has been sitting. It reframes the property as a finished home the buyer gets to specify, and shows the financing already exists to do it — one mortgage, one payment, no separate renovation loan.
Buyer guide
Explains Purchase Plus Improvements in plain English with a worked example. Always current, needs no approval, and you can put your buyer’s name and the property address on it so it reads as written for them.
“A listing’s been sitting three weeks. I request a renovate-ready sheet, Stephen approves it that afternoon, and now my feature sheet shows the new kitchen financed into the mortgage instead of leaving buyers to do that maths in their head.”
What happens after you send it
- You request it — a minute of typing, and a listing photo if you have one.
- I check the figures and approve it, usually the same day.
- You get an email the moment it’s live, with a link straight to it.
- Everything you can do with it is on one screen: Send it to a client, Show the QR code, Post it, Print or save a PDF, and Open the full sheet. They all unlock together.
Every sheet carries an expiry date, usually 30 days. After that the link stops showing figures and asks the client to get in touch. Rates move, and a stale number in a client’s hands is worse than none.
⌗Your tools, on your websiteFree embed code — the pre-qualifier and seven calculators›
The affordability tool and seven of our calculators will run on your own site, under your own name, at no cost — and there are nine to pick from, so you can trim it to the two or three that suit the page. Portal › Your tools, on your website has your code with a copy button. Paste it into any page that takes an HTML block.
WordPress, Wix, Squarespace, a brokerage template — anywhere you can add an HTML block. If someone else looks after your site, send them the same code; there is nothing else to install.
❐Your articlesWritten here, on a page that carries your name›
Everything I publish is also available on a page with your photo, your name and a button to call you. Portal › Your articles — copy a link and text it to a client, or share the one address that holds all of them and keeps itself current.
Why they expire: a piece about this spring’s market is helpful in April and quietly damaging in September, and nobody wants to be the person who sent it. Two months is long enough to use a piece properly and short enough that what you send is current.
⌂Open housesA QR code on the door instead of a clipboard›
Create the open house, print the card, put it on the table. Visitors scan it and sign in on their own phone — no clipboard, no handwriting you cannot read on Monday.
— it takes ten seconds
Why it beats a clipboard
“Saturday open house, eleven groups through. Monday morning I’ve got eleven names with emails that are actually spelled right, and Stephen already followed up with the two who said they had no agent.”
◎Your public pageCo-branded, live, and yours to hand out›
A page at partnerhub.ca/your-name with your photo and bio beside mine, the resources your clients actually ask for, and a way to book a call. It goes live when you join and stays current without you touching it.
More on this in your page, explained and your referral link.
▣Your co-branded mortgage appThe affordability tool and nine calculators, with your name on them›
The same mortgage app I give every client — the pre-qualification tool on the first screen, then payments, land transfer tax, closing costs and the rest — except that yours opens on your brokerage’s bar, your mark and your name, with your photo on the first card. A client adds it to their home screen in two taps. No app store, no download, no account.
I approve every link before it appears, and you get an email either way. Put an end date on anything that expires and it takes itself down; without one I will check in once a month to make sure it is still worth having up.
An empty tab is not an empty tab: with nothing posted it invites the client to get in touch with you about buying, investing or selling. It never announces that you have nothing on.
More on this in how the partnership works.
↗Refer a clientOne form, and it is recorded against your name›
Submit a client to TFC on your portal home. It opens in its own tab so you do not lose whatever you were doing.
What it asks for
You cannot give consent on your client’s behalf and I would not ask you to. What is recorded is your confirmation that you have spoken to them and they know to expect me. That is what makes it a referral rather than a cold call, and it is the difference the rules actually care about.
What happens next
- It lands in my CRM straight away, with your name on it as the referring partner.
- You get a confirmation on screen and a copy by email.
- I contact them directly, and I tell them you sent me.
How the partnership itself works — what you send, what you get back — is in how the partnership works.
❖Client home galleriesA permanent page for every client of yours who closes›
Every client who closes a mortgage with us gets a home gallery — their photos, their address and the details of the home, on a page that stays online for good. Because you referred them, you get the same link.
Finding them
A Client home galleries tile appears on your portal home. Open it and every closed client is there, with the address, their names, the date they closed, a View gallery button and a Copy link button.
It is hidden until you have your first closing, on purpose. A permanent “0 clients” tile on your home screen would be a scoreboard rather than a feature. It appears by itself the day your first referred client closes.
◱Social KitNew every month · plus a card for every sheet›
Two different things live here.
The monthly kit
Written content you copy and post in your own name — a caption, a story, a paragraph for your client email, a message to send one person, and something to say at an open-house door. Your name and page link are already filled in. Grouped by where it gets posted, so you can go straight to the one you need.
Sheet cards
Automatic, and for every kind of sheet — financing, payment snapshot, investment and renovate-ready. Each approved sheet comes out as a square post and a vertical story, downloadable as an image that goes straight to Instagram. The financing card leads with the monthly payment rather than burying it.
“It’s the 3rd of the month and I’ve got nothing to post. I open the Social Kit, copy the caption, change two words so it sounds like me, and I’m done before my coffee.”