Real estate professionals
Keep the relationship.
Add mortgage capability.
A clear place to send clients when financing moves beyond the sale.
What real estate professionals getFor Professionals
Your practice. More capability around it.
Work with Clearstone as an outside professional — or build your own mortgage broker or financial advisor practice with Clearstone infrastructure around you.
Work with Clearstone
Real estate professionals · Accountants / CPAs · Lawyers
Explore ClearAdvantageWork with Clearstone
A financial-services capability behind your professional relationships.
ClearAdvantage is Clearstone’s private collaboration program for real estate professionals, accountants / CPAs and lawyers. It gives you a defined way to recognize financial needs, introduce clients who choose to speak with Clearstone, and coordinate appropriately — while each professional stays in their own role. Mortgage brokers and financial advisors have a separate path, Internal ClearAdvantage.
What you get
Recognize
Know when Clearstone may fit — without having to become the financial expert.
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Professional scenario access
Bring Clearstone a general client situation before deciding whether an introduction makes sense.
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Your profession’s opportunity map
Know the client moments where Clearstone may fit without having to diagnose the financial solution yourself.
Connect
Give the client a clear next step — and coordinate directly when appropriate.
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Structured introduction
The client chooses whether to proceed; Clearstone then takes responsibility for its own agreed scope.
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Authorized professional coordination
With permission, professionals coordinate only the facts and timing the shared matter genuinely requires.
Support
Add useful financial-services capability — without replacing your role.
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Education & resources
Use approved, shareable financial education instead of having to research and build every resource yourself.
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Relationship preservation
Clearstone handles its own scope while your professional role and client relationship remain distinct.
You stay in your lane. The client gets a clear next step. Clearstone takes responsibility for its own work.
ClearAdvantage+
ClearAdvantage is the foundation. ClearAdvantage+ goes deeper.
Everything in ClearAdvantage — plus a selective strategic partnership layer, for a smaller number of deeper relationships. It keeps the same client choice, professional boundaries and client-care standard, then adds more planning, customization and Clearstone capacity where the fit, professional rules and capacity allow.
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Partnership planning
Plan audience priorities, education, campaigns and selected partnership initiatives together.
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More customized resources & campaigns
Tailor approved resources and campaign activity around audience, topic and timing.
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Personalized partnership resources
Create a more purposeful partner-specific resource experience where useful and approved.
Where appropriate and approved, a strategic partnership can also include joint education and events, public partnership where permitted, and greater Clearstone familiarity with your practice — never a referral guarantee.
No guaranteed referrals. No referral debt. Subject to fit, professional requirements and Clearstone capacity. ClearAdvantage+ changes the depth of the professional partnership — not the standard of care a client receives from Clearstone.
The handoff
The introduction, start to finish.
The client chooses whether to proceed; Clearstone then takes responsibility for its own agreed scope.
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01
Recognize
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Offer
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Client chooses
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Introduce
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Clearstone handles its scope
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Coordinate / preserve
What stays yours
Clear roles are part of the value.
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Client chooses
Each introduction begins with client choice.
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Roles stay distinct
Clearstone handles only its own agreed scope.
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Information stays bounded
Coordination uses only what is needed and authorized.
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No guaranteed leads
Participation is not an entitlement to business.
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No forced cross-selling
Internal coordination stays client-chosen.
Clearstone does not provide legal, accounting or tax advice, and does not assume another professional’s engagement or judgement.
Build with Clearstone · Internal ClearAdvantage
Own your practice. Don’t build it alone.
Internal ClearAdvantage is Clearstone’s practice-infrastructure model for mortgage brokers and financial advisors: shared Clearstone infrastructure, role-specific support and coordinated participation around a practice you build and own.
Different from external ClearAdvantage: outside professionals stay in their own firms and collaborate with Clearstone — here, you build your practice with Clearstone infrastructure around it.
Your independent practice stays at the centre. The infrastructure supports it — it doesn’t sit above it.
Two roles, different support
Built around the role you actually do.
Mortgage brokers
Build your mortgage practice with more infrastructure around it.
- Role-specific mortgage technology
- Clearstone Mortgage Operations
- Brand & marketing
- Complementary Clearstone capabilities
- ClearAdvantage professional relationships
- Practice development
Broker owns
Strategy · recommendation · explanation · professional judgement · the client relationship
Mortgage Operations supports
Standardized file process and coordination — intake, preparation, tracking and closing support
Financial advisors
Build your advisory practice with a broader Clearstone infrastructure around it.
- Role-specific advisor technology
- Brand & marketing
- Coordinated mortgage capability
- ClearAdvantage professional relationships
- Client-experience infrastructure
- Practice development
An honest difference
Advisor administration runs through the applicable MGA, insurer or provider environment — not a centralized Clearstone advisor-operations desk. The two roles are supported differently, on purpose.
Professional pathways
Bring Clearstone in when the need moves beyond your role.
Stay focused on what you do best. Clearstone handles the financial-services work it agrees to take on — while professional roles and client choice stay clear.
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Accountants & CPAs
Stay the accountant.
Add a financial‑services resource.A credible next step when a financial need moves beyond the engagement.
What accountants & CPAs get -
Lawyers
Less back‑and‑forth.
Clearer mortgage‑to‑legal coordination.A defined handoff where financing and legal work need to align.
What lawyers get
For real-estate professionals
Refer a client
Introduce a client to Clearstone by sharing Clearstone’s referral link. Your client opens the referral form, enters their own details and chooses you as the professional who referred them; Clearstone follows up from there. No guaranteed referrals — introductions are always the client’s choice.
The referral form asks your client who referred them, then their name and email; their phone number and a note are optional. Submitting it means your client agrees to be contacted about mortgage services.
https://preview.broki.ca/company/clearstone-financial (opens in a new tab)
Open the form (opens in a new tab)
Your client chooses you from Clearstone’s list of referring professionals. If you haven’t referred a client to Clearstone before, contact Clearstone first so you can be added, or introduce your client to us directly.
Start here
Start the right conversation.
Work with Clearstone
Want a clearer financial-services capability behind your professional relationships?
Discuss ClearAdvantageBuild with Clearstone
Want to build your practice with Clearstone infrastructure around you?
Discuss building with ClearstoneStart with general context. Please do not send client records or sensitive personal information through the public contact form.