ClearAdvantage for real estate professionals
Clearer financing answers.
Keep the relationship.
Feature Sheets, mortgage support and client coordination — without making you the mortgage expert.
See what you getAvailable to approved relationships. Professional requirements apply.
What you get
Five ways this helps you.
Look prepared.
Give buyers a property-specific financing Feature Sheet for the listing or open house.
Bring useful financing context to the conversation without becoming the mortgage expert.
Stop guessing.
Send mortgage questions to Clearstone before they become obstacles.
Your client gets the right financial help while you stay focused on the real estate work.
Condo fee?
Rural property?
Self-employed?
Ask Clearstone.
Keep the relationship.
You make the introduction. Clearstone handles the mortgage and coordinates permitted updates.
You stay part of the experience without seeing the client’s private financial file.
You introduce
Clearstone handles the mortgage
Authorized updates come back
Stay useful after closing.
Give clients mortgage monitoring and co-branded equity reports after closing.
Clearstone watches for potential mortgage-review opportunities while your name stays connected to useful homeowner updates.
Before the offer
Before closing
After closing
Homeowner education
Mortgage monitoring
Equity reports
Monthly · Quarterly · Semi-annually · Annually
Help with more than the home.
Connect clients to Clearstone for mortgages, insurance, investments, retirement-focused advice and approved advanced strategies.
You have more ways to help without providing financial advice yourself.
You stay their real estate professional. Clearstone handles the financial work.
Real estate — your role
Clearstone can also help with
Mortgage financing
Insurance
Investments
Retirement
Advanced strategies
One relationship. More ways to help.
Clearstone can support an appropriately referred client across mortgage financing, insurance, investments, retirement-focused financial advisory and other approved advanced strategies. The real estate professional remains in their own role and does not provide those financial services.
Two ways to work with Clearstone
Tools for your business.
Or a true marketing partnership.
Clear
Tools to help your business.
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Property Feature Sheets
Financing context for buyers while you stay focused on the property.
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Mortgage support + coordination
Get financing questions handled without becoming the mortgage expert.
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Mortgage monitoring
Keep helping clients after closing.
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Co-branded equity reports
Keep clients informed and keep your name useful and present.
Monthly · Quarterly · Semi-annually · Annually
The idea is simple: give your clients more value and give yourself more reasons to stay relevant.
Subject to fit, professional requirements and Clearstone capacity.
Clear
Everything in ClearAdvantage, plus:
Deeper collaboration with Clearstone.
Subject to fit, professional requirements and Clearstone capacity.
ClearAdvantage gives you the tools. ClearAdvantage+ puts Clearstone behind the relationship with you.
Client care and privacy are the same at both levels. Neither level guarantees leads, referrals or business outcomes.
The simple rules
Client choice comes first.
Financial files stay private.
We use approved material.
After the closing
Close the home.
Not the relationship.
Keep bringing clients value after closing — and stay useful throughout the relationship.
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Stay useful.
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Stay top of mind.
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Bring more to the relationship.
See whether ClearAdvantage is the right fit for your business.