Circle Connect is Circle Mortgage Group’s referral program for realtors and connectors. Help clients get trusted advice while you earn rewards on up to three levels of referrals.
Create your free account in minutes. Get your unique referral link and personal QR code.
Send clients to our secure app or introduce them directly via email.
Circle Mortgage Group provides full-service advice and lender negotiations. You stay updated.
When mortgages fund ($200k+), you earn rewards on your client, their referral, and the next ring out.
*Minimum funded mortgage amount of $200,000 required to earn the full referral reward.
One relationship can turn into a whole network of rewards. We track the tree so you keep earning.
You refer a client directly.
Your client refers a friend.
That friend refers someone else.
If people already come to you for advice, Circle Connect gives you a simple way to help them—and get rewarded.
Track client renewals and add revenue streams.
Accountants, planners, and insurance agents.
Business owners, landlords, and networking pros.
Track status and rewards in one place.
Never miss a client's mortgage renewal date.
One-click sharing and copy-paste templates.
Circle Mortgage Group is an award-winning brokerage based in Ontario, focused on clear, honest advice.
Questions? Book a quick call—we'll walk you through how Circle Connect fits your business.