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Good morning,

Marcus — Partner Tier 2

YTD earned · 2026

$128,420

+ $48,200 vs same period last year

Upfront

$95,000

Trailers

$28,425

Renewals

$4,995

Tier 3 progress

13 / 20 loans

Tier 2 ✓

Close 7 more loans to reach Partner Tier 3 — co-brand status and named partner perks.

Coming in this quarter

Trailer · 22 active clients

May 31

$2,485

↻

Year 5 renewal · The Chens

Jun 14

$4,393

↑

Upfront · Lily Patel close

Jun 22

$8,750

Earnings

Clients

Pipeline

New

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Active pipeline

4 deals · $3.2M

$31,500 in upfront if all close · ~$4,800/yr trailers

Lily Patel

$875K

Est. upfront

$8,750

Underwriter review Day 12 / 15

Hassan & Reema

$1.2M

Est. upfront

$12,000

Docs uploaded Day 4 / 15

James Whitfield

$680K

Est. upfront

$6,120

Appraisal scheduled Day 9 / 15

Aoife Sullivan

$510K

Est. upfront

$4,590

Pre-approval in progress Day 1 / 15

Earnings

Clients

Pipeline

New

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SYNTHETIC APPLICATION · DEMO ONLY

New application

Borrower information

Borrower full name Email (synthetic only) Mortgage purpose Occupancy

Loan details

Property value (CAD) Requested mortgage (CAD) Property type Amortization (years)

Enter amounts to calculate LTV.

Product eligibility, lender approval and commission rules are not calculated in this increment.

Verification and documents

Documents (simulation only) KYC / AML verification Credit verification

No document upload, identity check, bureau query or other external provider call occurs.

Review & submit

I confirm this is a synthetic demo application.

Submission records the application as Submitted, not Approved, and saves it only in this browser.

Earnings

Clients

Pipeline

New

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Your book

53 clients · $38.2M

$71,550/yr in trailers · all current

The Chens

$1.4M · Yr 5 of 30

Renewal soon

Sarah K.

$1M · Yr 1 of 30

Active

Hassan & Reema

$1.2M · Yr 2 of 30

Active

James Whitfield

$680K · Yr 3 of 30

Active

Aoife Sullivan

$510K · Yr 4 of 30

Referred 2

+ 48 more

Earnings

Clients

Pipeline

New

9:41●●● ⌖ ▮

Marcus Chen

Partner Tier 2 · Toronto

Lifetime earnings

$487,320

Since Mar 2024 · 78 loans closed

Tier progress 13/20 to Tier 3

Tax documents 2025 ready ›

Marketing assets ›

Settings ›

Earnings

Clients

Pipeline

New

BROKER DEMO · Synthetic data only · Saved only in this browser · No backend connection