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Specialized Lending


BMO Specialized Lending provides complete 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 Lending 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. Lending Specialists help you ask the right questions and identify your clients’ borrowing needs and debt inefficiencies.



The difference we make


Simplicity


End-to-end support and execution so you can focus on your practice


Expertise


A team of highly experienced Lending Specialists dedicated to offering solutions to your clients


Trust


We provide services to your clients on your behalf; they remain your clients


Innovation


Lending products that are unavailable to clients through other channels and customized solutions


Value


Competitive offerings and referral fees

 

 

 


Confidence


Backed by a brand that’s almost 200 years old with 30 years of specialized lending experience



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 Lending Specialists’ goal is to provide your clients with the most effective and efficient lending solutions. Their role is to facilitate the entire lending transaction as well as after sales support. Your clients won’t be solicited for other products and services by BMO Financial Group1.


Our services

We help you provide your clients with the best lending solutions.


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Our leadership team

We build a strong partnership with you to help provide exceptional service to your clients.




Western Canada


Central Canada


Eastern Canada


National



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  1. Clients that are referred to BMO Specialized Lending and continue a relationship with BMO Specialized Lending 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.