Simplicity
End-to-end support and execution so you can focus on your practice
Specialized Sales
BMO Specialized Sales provides retail lending solutions for the Canadian investment and insurance industries and is an opportunity for Advisors to add value to their practice, without taking on additional work.
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
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 Group1.
Resources & Downloads
Access fact sheets, case studies, toolkits and more.
Connect with us
