For bank RMs, brokers & advisors

For RMs, brokers, and advisors.

We write the business plans your clients need. You keep the relationship.

Who we partner with.

Anyone whose clients need a written business plan to move forward.

Bank RMs

Refer applicants who need a written plan to qualify for the loan you've already pre-approved on. We deliver back to you and your client — your relationship stays primary.

Mortgage and commercial brokers

Clients applying for acquisition, expansion, or commercial mortgage loans that require a business plan supplement. Quick turnaround so deals don't stall.

Immigration consultants

Start-Up Visa, Owner-Operator LMIA, C11/C12, provincial entrepreneur streams. Plans formatted to IRCC requirements.

Accountants and advisors

Year-end clients who need a plan to refinance, expand, or restructure debt. We integrate with your existing financials, not replace them.

What partners get from us.

Four commitments. Same standard for every referring partner.

No referral fees, in or out.

We don't pay finders' fees. We don't take them either. Removes incentive misalignment from the start.

You stay primary.

We don't pitch additional services to your client. We don't reach out without your blessing. After delivery, the client comes back to you.

Discreet and white-label-ready.

We can co-brand the deliverable, deliver under your firm's letterhead, or stay invisible — whichever serves your client relationship best.

5–10 day turnaround.

Fast enough that your deals don't sit in limbo. We'll tell you up front if your timeline isn't realistic.

How a referral works.

You refer.

Email partners@bridgenote.ca with the client's name, the lender or program, and the loan type. We confirm receipt within one business day.

We write.

Free 30-minute discovery call with the client. 5–10 business days to deliver. Lender-ready format. We CC you on the final delivery so you're never out of the loop.

You close.

Client comes back to you with the finished plan. You take it to the lender. The relationship stays where it started.

One email, one plan

Have a client who needs a plan?

Send their details to partners@bridgenote.ca and we'll take it from there.

Refer a client