Indi Mortgage Commercial Division — Lic: BC 029978 | SK 509361 | ON 12403 | NS 3000688
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Partner dashboard · live preview

Your referred deals

Hi Sarah — here's how your clients are doing.

Everyone you've sent us, and exactly where their financing stands today. Tap any client to see the full story — no phone calls, no chasing.

Advisor tier
$11.4M
Pipeline this quarter
$1.85M
Funded this quarter
18 days
Typical time to approval
The full story
  1. Referred
    Jun 12
  2. Contacted
    Jun 13
  3. Application in
    Jun 20
  4. Reviewing lenders
    Jun 28
  5. Approved
    Jul 18 · happening now
    A lender has formally agreed to fund the deal. The hard part is behind us.
  6. Final details
    Upcoming
  7. Funded
    Upcoming
Your advisor on this deal
RORiley Oickle
Creative Financing
What happens next.
Next: we clear final conditions, then fund — about a week out. We'll update this page the moment it moves.
The full story
  1. Referred
    May 2
  2. Contacted
    May 3
  3. Application in
    May 9
  4. Reviewing lenders
    May 17
  5. Approved
    Jun 4
  6. Final details
    Jun 20
  7. Funded
    Jul 9
    Done. The financing is in place and your client is taken care of.
Your advisor on this deal
AHAndrew Hutchison
Tax-Efficient Borrowing
What happens next.
Funded and closed. Your client remembers you pointed them the right way.
The full story
  1. Referred
    Jul 1
  2. Contacted
    Jul 2
  3. Application in
    Jul 10
  4. Reviewing lenders
    Jul 22 · happening now
    We're going through the numbers and matching the deal to the right lenders. This is the heads-down part.
  5. Approved
    Upcoming
  6. Final details
    Upcoming
  7. Funded
    Upcoming
Your advisor on this deal
MLMatt Legatto
Construction & Developments
What happens next.
Next: once a lender is matched, we'll issue an approval. Construction files take a little longer to structure — we'll keep you posted here.
The full story
  1. Referred
    Jul 20
  2. Contacted
    Jul 24 · happening now
    One of our advisors has reached out to your client to say hello and understand what they need.
  3. Application in
    Upcoming
  4. Reviewing lenders
    Upcoming
  5. Approved
    Upcoming
  6. Final details
    Upcoming
  7. Funded
    Upcoming
Your advisor on this deal
AHAndrew Hutchison
Tax-Efficient Borrowing
What happens next.
Next: we'll gather your client's paperwork and get their file started. Early days — nothing needed from you.

Sample client & data. The live dashboard updates on its own from our intake system and shows only the deals you referred — private to you.