For franchisors & mortgage networks
License the platform. Brand it. Resell to your network.
One franchisor → many franchisees → many agents. Master billing, brand controls, and per-tenant Scarlett credentials. Wholesale per-seat pricing — you set retail and keep the spread.
- True multi-tenant architecture from day one
- One franchisor master agreement → unlimited franchisees
- Per-franchisee branding, capabilities, billing
- Master invoice reconciliation (one bill, you pass through)
- Wholesale per-seat at $79/agent/month — you set retail
- Custom contract + revenue-share negotiable
CRM-agnostic
Works on top of Scarlett, Filogix, Finmo, or any combination — plus our own data when you don’t have a CRM yet.
ScarlettFilogixFinmoVelocityBoSS
Switch CRMs without losing your portal — adapter pattern keeps everything working.
$79/seat
Wholesale
1 → ∞
Franchisees per franchisor
30 days
Onboarding lead time
Custom
Contract terms
Pricing
Plans that scale with you.
Switch plans anytime. 14-day free trial on every tier. No setup fees.
Franchise
Franchisor licenses the platform and resells it to franchisees, marking up per their model.
Custom
- Multi-tenant architecture — one franchisor → many franchisees → many agents
- Wholesale per-seat pricing; you set retail
- Master billing reconciliation (one invoice; pass-through to franchisees)
- Franchisor-controlled branding rules + capability presets
- Each franchisee gets a Brokerage tier instance
- Agents under each franchisee get a Solo Agent equivalent
- Dedicated partnership manager
- Custom contract + revenue-share negotiable
Why us
Mortgage Squad Advisors vs. building it yourself
Capability
Mortgage Squad Advisors
building it yourself
Time to market
30 days from contract
12-18 months internal build
Up-front engineering cost
$0 — included in license
$500K-$1.5M dev + design
Ongoing maintenance
We do it — bug fixes, security, updates
Your engineering team forever
Compliance (FINTRAC, MBLAA)
Pre-built + maintained
You hire compliance consultants
AI features
Maya + Finn + Vera included
$200K+ to build, $50K/mo to run
CRM integrations
Scarlett, Filogix, Finmo, Velocity
1-2 partnerships per integration
Per-tenant Scarlett credentials
Built in — each franchisee has own keys
Custom multi-tenant work
Customizable per franchisee
Branding, capabilities, even the URL
Hardcoded everywhere
“We're a 14-franchisee mortgage network across Ontario and BC. Building our own portal was quoted at $1.2M plus $35K/month to maintain. Mortgage Squad Advisors is licensed at a fraction of that, and our franchisees are already using it. We rebadge and resell at our own retail.”
— Sundeep K., Founder, Major Canadian Mortgage Network
How does the franchisor-franchisee billing work?
We invoice the franchisor at the wholesale per-seat rate ($79/seat/month for the entire network). The franchisor sets retail to franchisees and keeps the spread. You can mark up to whatever your franchise agreement supports — typical retail is $129-199/seat.
Can each franchisee have their own brand?
Yes — within the rules you set as franchisor. You define what franchisees can override (their own logo, colours, custom domain) vs what stays at the franchisor level (legal name, FSRA license disclosure, master service URL). Full control with sensible defaults.
What about CRM integrations?
Each franchisee connects their own Scarlett / Filogix credentials. The portal stays consistent; the underwriting tools stay independent. Franchisees who don't have a CRM use the built-in workflow.
Master billing reconciliation?
One monthly invoice to the franchisor for the entire network. We provide a per-franchisee breakdown for your accounting. You pay us once; you collect from franchisees on your terms.
Implementation timeline?
Typical 30-day implementation: Week 1: contract + legal. Week 2: branding + custom domain. Week 3: franchisee onboarding training. Week 4: full network rollout. We assign a dedicated partnership manager.
Can we customize functionality for our network?
Custom contracts include a roadmap of platform changes negotiated up front. Common asks: custom report templates, network-specific lender preferences, internal commission split logic. All possible.
What's the minimum commitment?
Annual contract. Minimum 25 seats across the network at signing — we want partners who are committed to making this work, and 25 seats is the threshold where the math makes sense for both sides.