For partners
For mortgage brokers
Property tax is part of every borrower's monthly cost, and it often sits inside the mortgage payment. A free check at renewal time, or each January, is a practical way to help a client without selling them anything.
What you get
- A co-branded link and QR code, plus a January email you send from your own account.
- A dashboard of how many clients checked, how many were fairly assessed and what the others saved, all computed from real checks.
- A plain explanation you can pass on: where a saving appears (lower bill, credit or refund) and how that can affect a tax portion collected with the mortgage.
Some clients may be fairly assessed. If they are, we'll tell them.
Referral compensation
You can choose a fixed fee per signed file or per successful outcome, or none. If a partner receives a referral fee from us, they must tell you before referring you. Your clients pay the same price either way.
Note
Mortgage-broker regulators require referral compensation to be disclosed to the borrower: in Ontario (FSRA, fsrao.ca), BC (BCFSA, bcfsa.ca) and Alberta (RECA, reca.ca), and in Quebec the AMF (lautorite.qc.ca), whose rules we will confirm before any Quebec launch. You acknowledge a written disclosure before your link goes live.
Consent
Partners send to their own clients under their own relationship. We never receive or email a partner's client list.
Interested? Write to hello@canadataxappeal.com or ask for a callback.