For real estate agents
Give your clients financing support you can confidently recommend.
Know early whether a buyer can proceed, keep deals moving and hand financing to advisors who keep everyone informed.
Refer with confidence
Early buyer assessment
We help your buyers understand their budget before they commit to a viewing schedule or an offer.
A simple referral process
Share your client’s details with their consent. We contact them the way they prefer.
Clear communication
With your client’s permission, we keep you updated on key milestones so the transaction stays on track.
How referrals work
- 01
Get consent
Your client agrees to be contacted by Retention about financing.
- 02
Refer
Send us their details using the form below.
- 03
We advise
An advisor contacts your client and assesses their options.
- 04
Stay informed
With consent, we share progress on milestones relevant to the sale.
Roles and relationships
- Your client relationship remains yours — we handle the financing only.
- We only share information your client has agreed to share.
- Any referral arrangements are documented and disclosed as required.
For Real Estate Agents
Refer a client
A short form. We’ll confirm next steps by email.
Preview only
Your details look complete, but they have not been sent.
This preview isn’t connected to Retention’s enquiry system yet, so no one has received your request. Please call or email us instead.
Yes. Please confirm your client has agreed to be contacted before referring them.
With your client’s permission, we’ll update you on key milestones such as pre-approval and final offer.
Yes, where lenders offer finance for their profile. See non-resident financing.