Mortgage Broker Partner for Alberta & BC Realtors
Your deals close when your clients are pre-approved right. We understand what realtors need: responsive communication, accurate pre-approvals, and no surprises at closing. We work with clients across all of Western Canada and are licensed in Alberta and British Columbia.
– WHAT WE PROMISE
Four Commitments to Our Realtor Partners
Speed
Your clients get responses within hours, not days. Pre-approvals typically completed in 24-48 hours with all documents. We understand that in competitive markets, speed matters.
Communication
You’ll always know where your client’s file stands. We keep you in the loop at every stage — from application to condition removal to funding — so you’re never caught off guard.
Accuracy
Our pre-approvals are real. We verify income, employment, and credit upfront so the approval amount is what your client can actually borrow. No last-minute surprises that kill deals.
Administrative Support
We work with a dedicated administrative team to provide full support to your clients throughout the mortgage process — from document collection to closing. Your clients are never left waiting.
– AWARD-WINNING MORTGAGE BROKERS
Meet Your Team
Licensed in Alberta and British Columbia, working with clients across all of Western Canada.
Andy Jeffery
Julie Jeffery
– DUAL PROVINCE ADVANTAGE
Licensed in Alberta and British Columbia
How many brokers do you know who can handle a client selling in Calgary and buying in Nelson? Or a client relocating from Vancouver to Edmonton? We can — because we’re licensed in both provinces.
🌎 COVERAGE AREA
All of Western Canada
What this means for you:
- One broker relationship covers both markets
- Relocation clients stay with one team throughout
- We understand market differences between AB and BC
- Coordination on cross-province moves (bridge financing, timing)
- Referrals in either direction
Julie operates from Calgary — your Alberta clients are in good hands. Andy is based in Nelson — BC clients get local knowledge. Together, we’ve got the coverage you need.
– WORKING TOGETHER
How to Refer Your Clients
Email Introduction
Send your client’s name and contact info to julie@elevationmortgage.ca or andy@elevationmortgage.ca. We’ll reach out within 2 hours and CC you on the introduction.
Direct Client Booking
Have your client book directly through our Calendly. Just ask them to mention your name when booking — we’ll keep you in the loop from day one. Book via Calendly
🤝 CO-MARKETING RESOURCES
We offer co-branded first-time home buyer guides and educational content you can share with your sphere. These resources help you add value to client relationships. Email Julie to request the resource pack.
– COMMON QUESTIONS
Realtor Partner FAQ
What real estate professionals ask us about working together.
How quickly do you respond to client inquiries?
Will you keep me updated on my client's file?
How do your pre-approvals hold up?
Can you handle tight closing deadlines?
What makes you different from other brokers?
Do you offer co-marketing resources?
How do I refer a client to you?
What areas do you cover?
Your Clients Deserve Great Service
Ready to discuss a partnership? Email us directly — we respond quickly, just like we will for your clients.
Julie Jeffery · julie@elevationmortgage.ca · 403.828.4832
AndyJeffery · andy@elevationmortgage.ca · 403.828.8832
Elevation Mortgage
INDEPENDENT MORTGAGE BROKERS · LICENSED AB & BC
Julie & Andy Jeffery — independent mortgage brokers serving Calgary, Nelson BC,
and clients across Alberta and British Columbia.
© 2026 Elevation Mortgage · Independent Mortgage Brokers · Serving Alberta & BC