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Welcome to the 8Twelve Mortgage Realtor Referral Program Registration

Please fill out the form below to register and get started. Upon successful registration you'll receive a confirmation email with your unique referral link and portal login credentials.

Province of Residence*

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Please fill out the form below to register and get started. Upon successful registration you'll receive a confirmation email with your unique referral link and portal login credentials.

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Primerica Mortgage Simple Referral Program Certification - Quebec

The Primerica Mortgage Simple Referral Program in Quebec is offered to current and prospective clients by life licensed and mutual fund registered Primerica Representatives through Primerica’s approved mortgage partners. Unlicensed Representatives cannot participate in the Primerica Mortgage Simple Referral Program in Quebec. Representatives can make simple client mortgage referrals provided they comply with all applicable laws, regulations and policies as specified in the Independent Business Application and comply with the Primerica Canada Referral Programs Policy.

I confirm that I am an independent contractor and I have signed a Primerica Independent Business Application. I further confirm that I am life licensed and/or mutual fund registered. I hereby apply for enrollment in the Primerica Mortgage Simple Referral Program. I understand that if I am approved to participate in the Primerica Mortgage Simple Referral Program, I must comply with all of the above-cited requirements. Further, I understand that my role is limited as set out below:

Role of the Representative

Representatives can only make simple referrals to clients for mortgages through their unique representative URL link, which contains important disclosures regarding the referral arrangement. The URL link must be provided to the client at the time of the referral and before any account opening. Representatives cannot be involved in furthering the sale of a mortgage, including the completion of a loan application or any other related documentation.

Representatives are prohibited from holding themselves out as mortgage brokers or any other similar regulated title, or soliciting and giving advice on mortgages for the purposes of the Primerica Mortgage Referral Program. Representatives cannot in any way advertise mortgage services whatsoever, including, but not limited to, the use of sign(s) or notice(s), nor can Representatives advertise that they are a mortgage broker or any other similar regulated title, or an individual who buys, sells, places or refinances mortgages.

Representatives cannot make promises to prospective borrowers that they will be eligible for a mortgage loan, guarantee an interest rate or amount of any loan, or offer a mortgage loan or any other loan, as a direct means to the client’s acquisition of any other Primerica financial product or service.
Representatives cannot involve a non-Primerica approved broker or a non-Primerica company in Primerica’s Mortgage Simple Referral Program. Representatives can only populate information into the Financial Needs Analysis if it is provided to them directly by the client. Representatives are prohibited from obtaining information directly from our mortgage strategic partners about a client’s potential mortgage loan.

I understand that this is a simple referral program operating within regulations and that I am in no way selling or advising with regards to mortgages.

8Twelve Mortgage Simple Referral Program Disclosure

  • Referrers can only make simple referrals to clients for mortgages through their unique URL link.
  • The URL link must be provided to the client at the time of the referral and before any account opening.
  • Referrers cannot be involved in furthering the sale of a mortgage, including the completion of a loan application or any other related documentation.
  • Referrers are prohibited from holding themselves out as mortgage brokers or soliciting and giving advice on mortgages for the purposes of the Simple Referral Program.
  • Referrers cannot make promises to prospective borrowers that they will be eligible for a mortgage loan, guarantee an interest rate or amount of any loan, or offer a mortgage loan or any other loan.
  • 8Twelve Mortgage reserves the right to revoke access to the Simple Referral Program should the Referrer not adhere to the terms above.
My electronic signature below serves as my Application for Enrollment in 8Twelve Mortgage’s Simple Referral Program and acknowledgement that I have read, understand and agree to be bound by the terms and conditions set out above, of the 8Twelve Mortgage Simple Referral Programs.
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