Most of our advisors were already in the business before working at nesto, so we understand that client referrals are commonplace. Each advisor has their own way of doing things when it comes to personal references, but, in most cases, the advisor will have a short chat with the referee to make sure they are elligible to start a mortgage application with nesto, then direct the client to the nesto.ca website. Once the request is submitted, the Customer Success team will assign the referred client to your calendar or you can select it from the queue yourself.
For your current customers, just send them directly to nesto.ca and our Customer Success team will make sure they get them directly into your calendar.