Most Canadian brokerages nail the mortgage — then lose 80% of those clients before the next renewal, refinance, or referral.
That’s not a service problem. It’s a systems problem — and it’s costing the average brokerage $400,000–$700,000 every single year.
This guide reveals how leading brokers are protecting their book, generating new referral revenue within weeks, and building trust through compliance-first client engagement.
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The referral math that’s silently draining your revenue
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The new model for trust-driven, compliance-safe client engagement
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How top brokerages are building multi-year revenue engines
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