What we do
Our coast-to-coast team of mobile Specialists handle the complete lending transaction and all of the documentation so you can stay focused on building your business. We offer the most personalized service in the industry. Our mobile Specialists help you ask the right questions and identify your clients’ borrowing needs.
The difference we make
Simplicity
End-to-end support and execution so you can focus on your practice.
Expertise
A team of highly experienced, mobile Specialists dedicated to offering solutions to your clients.
Trust
We provide services to your clients on your behalf; they remain your clients.
Value
Competitive offerings and referral fees.
Confidence
Backed by a brand that’s over 200 years old.
Why choose us
We provide solutions so you can devote your time to enhancing your client relationships.
Full range of lending products- Face-to-face mobile support, extended hours, at your convenience
- Support and strategies to help you identify and restructure your clients’ debt
- Review borrowing solutions with you and your clients
- Facilitate faster decisions on loan approvals, often within 48 hours
- Oversee entire lending transaction, from applications to signatures on final documentation, as well as after sales loan service
Our service commitment
Our Specialists’ goal is to provide your clients with the most effective and efficient lending solutions. Their role is to facilitate the entire lending transaction. Your clients won’t be solicited for other products and services by BMO Financial Group. footnote 1
Resources and downloads
Access fact sheets, case studies, toolkits and more.
Connect with us
Brian Lee
Regional Manager, Lending Referral Partnerships
Greater Ontario and Atlantic
437-360-5977
Alexandre Caron
Regional Manager, Lending Referral Partnerships
Quebec
438-453-3393
Robby Wang
Regional Manager, Lending Referral Partnerships
Greater Toronto East
437-232-3189
Jeremiah Mendonca
Regional Manager, Lending Referral Partnerships
Greater Toronto West
416-668-1720
Andrea Morris
Regional Manager, Lending Referral Partnerships
Prairies
403-371-7839
Sarb Bhatia
Regional Manager, Lending Referral Partnerships
British Columbia
672-968-6804
Footnote 1 details Clients that are referred to BMO Specialized Sales and continue a relationship with BMO Specialized Sales will not be solicited by BMO Financial Group (“BMO”) for other products and services, but may be contacted with respect to their lending products. Clients referred by Advisors that have or have had a direct or indirect contract with other BMO channels may receive marketing, products and service offers in the future from those channels. Clients with an existing relationship with BMO, or who subsequently approach BMO for unrelated products or services, may be contacted by members of BMO for all marketing, products and service offers in the future.