For Canadian mortgage brokers
The client gift that works until renewal day.
A home maintenance workbook branded to you, a renewal countdown for the fridge, and a year of pre-written client emails. Your clients get something genuinely useful. You stay the name in the house for the whole term.
Branded to you · Delivered same day · Founding rate $397 CAD for the first 10 brokers, then $597
The bank contacts your client six months before you do.
More than a million Canadian mortgages renew through 2026 and 2027, and lenders start their letters early. If the only mail your client remembers is the bank’s, the renewal conversation starts without you.
Renewal Season keeps you in the house all term: a workbook they use, a countdown they see, and emails they actually read.
Everything in the Renewal-Ready Client Kit.
The branded workbook
A 16-page Homeowner’s Workbook with your name, brokerage, and contact details on the cover and a full contact page at the back. Fillable and printable. Clients keep it for years.
The Renewal Countdown
A one-page, fridge-friendly countdown from twelve months out to renewal day, with your contact details on it. It answers the question clients forget to ask: when should I talk to my broker?
Twelve client emails
A year of pre-written, editable emails keyed to each client’s renewal date. Helpful, calm, and CASL-aware. Load them into your CRM once and stay in touch without writing a word.
Licensed for your book
Send the kit to every client you serve, past and future, for as long as you practice. One-time payment. No subscription, no per-client fees.
Live today.
Purchase
One-time payment through Stripe. You get a receipt and delivery instructions immediately.
Send your details
Reply with your name, brokerage, license title, phone, email, website, and logo if you use one.
Receive your kit
Your branded PDFs and the email pack arrive the same business day (details in by 3 pm Pacific; next morning otherwise), ready to send to clients immediately.
What brokers ask before buying.
Why would I give clients a home maintenance workbook?
Because it is useful for the entire term, not just at renewal. Rate updates get deleted. A workbook with your name on it sits in a binder in their kitchen for years, and its final page is your contact card.
Is the content compliant?
The workbook and emails are educational home-maintenance and organization content. They contain no rates, no product recommendations, and no financial advice, and the kit carries a disclaimer saying so. Many brokerages still require marketing review, so the emails ship as editable text you can submit once for approval.
Can I edit the emails?
Yes. They arrive as plain, editable text with clearly marked placeholders. Change anything. They are written to sound like you on a good day, not like a marketing department.
What exactly do you need from me?
Name, brokerage, license title as you want it displayed, phone, email, website, and optionally a logo, a headshot, and a short tagline. Turnaround is same business day when your details arrive by 3 pm Pacific, next morning otherwise.
What is the founding rate?
The first 10 brokers get the full kit for $397 instead of $597. In return I ask for your honest feedback after you have used it, and permission to quote you if the feedback is kind. Once the 10 spots are taken, the price is $597 and it stays there.
Is this a subscription?
No. One payment, one license, yours for as long as you practice. If you move brokerages, one rebrand is included in the first year. There is an optional Annual Refresh at $199 per year (updated workbook edition, refreshed email pack, one branding update), but the kit works forever without it.
What is the license, in plain terms?
Use the kit with your own clients and prospects, in any volume, digitally or printed. The only things you cannot do are resell it, give it to other brokers, or strip the Renewal Season attribution.
One license. Your whole book of clients.
Be the name on the fridge.
Founding rate · first 10 brokers
$397CAD · one-time · $597
Branded workbook, renewal countdown, and twelve client emails, delivered the same business day your details arrive (by 3 pm Pacific; next morning otherwise). The founding rate asks one thing in return: your honest feedback, and permission to quote it if it is kind. When the 10 spots are gone, the price is $597.
Optional Annual Refresh, $199 CAD/yr: a refreshed workbook edition, an updated email pack, and one branding update every year. Add it any time; never required.
Claim a founding spot →Checkout is opening shortly; until then orders are taken by email and invoiced through Stripe. By purchasing you agree to the digital product and refund policy.