Step 1
Qualify your clients
Your client should be UNDER 60 years of age and a Canadian resident in order to qualify for a Prospr referral.
Make sure they meet these criteria before sending their referral through.
Step 2
Get client agreement to be contacted
Only clients that have EXPLICITLY told you they'd like to speak to Prospr can be referred.
Optional: use this email template and/or the Prospr client form to support your conversation with your client. Note, you do not need to use these to do your referral in Finmo.
Step 3
Send client referral
Once your client has told you that they'd like to speak with Prospr, send their referral through Finmo or ReferLink.
Optional: use this email template to your clients before referral, so they know what to expect.
Step 4
Connect client w/ Prospr
To ensure your client connects with Prospr, we recommend you sharing the booking link and encourage your client to book in directly with Prospr.
Optional: use this email template to follow up post-referral and let them know to expect a call from Sun Life.
Broker Information
How Prospr stacks up
A broker's guide to understanding what Prospr offers, and how their offering stacks up against other mortgage insurance offerings.
Client form
Prospr referral
The Prospr client form covers everything your client needs to know about Prospr to make an informed decision about being referred.
Prospr link
Client booking
Once you referred your client to Prospr, share this booking link with them, so they can book themselves in at their preferred time.
Pricing
Quoting tool
Show your clients how competitive Prospr can be. Use the quoting tool or reference the internal one pager to give them a rough pricing estimate.
FAQs
Have a question?
Check this FAQ document with questions your clients might ask you. We also have an FAQ section in this help article.
Introducing Prospr
Starting the insurance conversation with your clients can be tricky.
Use this template with the Prospr client form to introduce Prospr to your client.
Before referring
Set expectations with your clients before sending their referral.
Use this template to let them know you’ll be sending their referral, and to expect a call from Sun Life.
Referral follow-up
We know taking care of your clients is a top priority.
Use this template to follow-up with your clients 2-3 days after referral.
Work your database
Did you know you can refer anyone to Prospr, not just current clients?
Use this template to reach out to your past clients. If they express interest in Prospr, you can refer them.
Subscribe to the Lendesk Mortgage Minute and receive thought leadership content, event invites, product news, and industry insights directly to your inbox.
© 2025 Lendesk. All rights reserved.