Work with Lisa
If you’re a financial planner, realtor, accountant, or lawyer working with a client who needs mortgage guidance, this page makes it easy to connect us.
My goal is always to support your client while respecting the relationship you’ve built with them.
Option 1 – Introduce Us
If you’d like to introduce us directly, simply send a quick email introduction.
Lisa will take it from there and keep you updated throughout the process.
Option 2 – Have Your Client Book a Call
Clients can book a Mortgage Discovery Call to review their situation and discuss next steps.
Book a Discovery Call
www.chatwithlisareynolds.ca
Option 3 – Pre-Approval for Buyers
If your client is planning to buy a home, they can start with a quick pre-approval to estimate what they may qualify for.
Start Pre-Approval
https://cma.me/Lisa-Reynolds/wizard/pre-qualification
Clients can also download the CMA Mortgage App to run mortgage scenarios anytime.
CMA Mortgage App
https://cma.me/Lisa-Reynolds/download
Option 4 – Mortgage Review
If your client already owns a home and wants to review their mortgage, they can complete this quick review to explore refinancing, restructuring, or renewal options.
Mortgage Review
https://cma.me/Lisa-Reynolds/wizard/refinance
Option 5 – Start a Mortgage Application
If your client already knows they would like to move forward, they can begin the mortgage application here.
Start a Mortgage Application
https://lisa-reynolds.mtg-app.com/
How I Work With Referral Partners
When a client is referred:
• I keep you informed throughout the process
• I respect your client relationship
• I collaborate with the client’s financial team when appropriate
The goal is to create better outcomes for the client.
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