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Partner with Clay Financial

Together we can help Canadian homeowners realize their dreams.

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Let’s make a win-win-win

We work with a variety of professionals, helping their clients and customers access innovative home financing solutions.

Mortgage brokers

Financial planners

Lawyers

Estate planners

Solar installers

Lenders

Investment advisors

Realtors

Contractors

Efficiency consultants

Let’s make a win-win-win

We work with a variety of professionals, helping their clients and customers access innovative home financing solutions.

Mortgage brokers

Lenders

Financial planners

Investment advisors

Lawyers

Realtors

Estate planners

Contractors

Solar installers

Efficiency consultants

Offer your clients an innovative financial solution

Helping your clients achieve their life goals can sometimes mean difficult decisions, like taking on debt or selling a beloved home. Canadian homeowners now have a new option that lets them tap into their home equity. A HESA from Clay Financial is a new alternative financial solution that can help them achieve their goals without taking on debt or selling their home.

A HESA provides homeowners with a lump-sum cash payment that represents some of the equity in their home. Homeowners make just one payment at the end of the HESA based on how much equity they accessed initially and the change in the value of their home since then. Generally, the HESA ends when the home is sold, the homeowner buys out our interest or after 25 years. Along the way there are no monthly payments and no credit score impact.

As a referral partner, you’ll become knowledgeable about our HESA product and earn a commission when we fund a HESA with a homeowner that you referred.

We make it easy

No cost

There are no setup fees to become a referral partner and no ongoing fees to remain one.

No commitment

There’s no referral minimum. Our goal is provide optionality for you and your clients.

No hassle

We provide educational materials to help you understand our product and make it easy to refer your client to our team.

Let’s chat

We’d love to learn more about your business and tell you about what we do at Clay Financial. Reach out using the linked form and we’ll be in touch soon to schedule a call.

Contact us