Perch

Role Description You are the gatherer, not the hunter. You'll be handed warm relationships and trusted to cultivate them into consistent, high-volume referral pipelines. Your job is to go deep, activating, nurturing, and growing the referral volume from those relationships so every partnership we sign reaches its full potential. You're the person who turns a partnership agreement into real referral volume. You'll get to know each partner's business inside and out, and figure out how to make Perch indispensable to their day-to-day operations. Reporting to the Director of Sales & Partnerships, you'll own the day-to-day relationship with enterprise partners post-handoff from leadership. - Drive referral activation - move agents from "aware" to "actively referring" through education, tools, and consistent touch points. - Build and execute account plans for each partner, with clear referral volume targets and KPIs. - Organize educational events, run campaigns, and find creative ways to keep Perch top of mind inside partner organizations. - Identify and develop champion agents within each partner, the high-producers who refer consistently and influence their peers. - Track and report on referral activity, pipeline conversion, and co-marketing ROI across your account portfolio. - Collaborate closely with our mortgage agents and customer support to ensure a seamless client handoff experience that earns repeat referrals. - Surface insights from the field, including product gaps, service issues, competitive intel back to leadership and product teams to help ensure performance. - Maintain disciplined daily activity across calling, email, LinkedIn with the opportunity to attend key partner events, team meetings, and industry functions to deepen relationships in person. Qualifications - 2–5 years in account management, partnership success, or B2B relationship management, ideally in mortgage, real estate, proptech, or financial services. - Proven track record of growing revenue or referral volume within an existing account portfolio. - Exceptional communicator with the ability to present confidently to a team of 5 or a brokerage of 500. - Organized and data-driven. Manage your accounts with a CRM, track activity and report results clearly. - Self-directed and proactive. - Comfortable operating in a fast-moving startup environment where strategy evolves and you're expected to adapt quickly. Requirements - Familiarity with how Canadian real estate brokerages and agent teams operate. - Background in fintech or proptech partnerships. - CRM proficiency (ex: HubSpot, Intercom). Benefits - Fully remote, flexible hours. - You'd be one of the first members of a new team, with real influence over how it takes shape. - Mentorship from Senior Product Experts and Industry Leaders who are invested in your growth. - The work matters: you're helping Canadians navigate one of the biggest financial decisions of their lives. - Base Salary: $80,000 – $90,000. - Bonus for OTE: 0% to 50%.

Role Description Perch helps Canadians make smarter mortgage decisions. We're a digital mortgage platform with a nationally licensed brokerage, our own private mortgage fund, and a growing product team that ships fast. Now we're expanding our growth engine, and we're looking for a Product Manager to lead it. You’ll own the surfaces of Perch that reach into the outside world: - Partner integrations and APIs - CRM tooling - Realtor and partner portals - Client-facing experiences In this role you'll scope, prioritize, ship, and measure, working closely with engineering, design, and partners. You'll bring your growth instincts to the work, identifying where the acquisition, conversion, and retention levers are and the judgment to prioritize them. You'll ship with AI, using it to prototype ideas, synthesize research, and automate workflows. Qualifications - 5–8+ years as a Product Manager with a track record of owning a roadmap, writing requirements, and shipping with engineering teams. - Technical fluency: comfortable reading API documentation, understanding data models, evaluating platforms, and managing system integrations. - Experimentation discipline: fluent in analytics and hypothesis-driven decision-making. - Vendor and stakeholder management: experience managing external vendors, contractors, or agency relationships. - Strong communication: excellent writing, clear prioritization, and the ability to bring structure to ambiguity across cross-functional teams. Requirements - Legally eligible to work in Canada and available during North American business hours. - AI-native working style: daily use of AI tools for prototyping, optimizing, and experimenting. - B2B2C, platform, or partner product experience: shipped APIs, portals, CRMs, or integration surfaces. - Fintech, mortgage, or financial services exposure: understanding of regulated environments. Nice-to-Have - Familiarity with Intercom, Segment, Mixpanel, or similar lifecycle and analytics platforms. - Experience leading a website build or migration (Webflow, headless CMS, or similar). - Understanding of SEO, content marketing, or social distribution. - Startup or scale-up experience balancing strategic thinking with hands-on execution. - Exposure to agentic search, AI-driven discovery, or emerging distribution channels. Benefits - Fully remote, flexible hours. - Influence over the shape of a new team. - Mentorship from Senior Product Experts and Industry Leaders invested in your growth. - Opportunity to help Canadians navigate significant financial decisions.

Role Description If you're an elite mortgage associate or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business? Qualifications - Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads. - Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Mortgage Associate or as a Mortgage Advisor at a bank or credit union. Requirements - Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again. - Automate Your Workflow: Our system automates the most time-consuming tasks, including: - Nurturing your client pipeline and identifying new opportunities; - Guiding clients step-by-step through their application; - Integrating Equifax soft credit checks; - Automatically requesting the correct documents from clients; - Handling compliance and FINTRAC reporting. - Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business. - Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency. Benefits - Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume. - Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000. - Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals. - Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients. - Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.

Role Description If you're an elite mortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business? Qualifications - Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads. - Experienced Professional: You have a minimum of 2 years of continuous experience as a Mortgage Broker or as a Mortgage Advisor at a bank or credit union. Requirements - Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again. - Automate Your Workflow: Our system automates the most time-consuming tasks, including: - Nurturing your client pipeline and identifying new opportunities; - Guiding clients step-by-step through their application; - Integrating Equifax soft credit checks; - Automatically requesting the correct documents from clients; - Handling compliance and FINTRAC reporting. - Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business. - Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency. Benefits - Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume. - Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000. - Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals. - Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients. - Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.

Role Description If you're an elite submortgage broker or a mortgage advisor at a bank/credit union, you know that your biggest bottleneck isn't finding clients—it's the administrative grind. What if you could automate 70% of your workflow, eliminate underwriting, and get the dedicated support you need to focus on what you do best: building relationships and closing deals? How much would you grow your mortgage business? Qualifications - Proven Top Performer: You have originated at least $10M in mortgages in the last 12 months, and have demonstrated the ability to self-generate most or all of your leads. - Experienced Professional: You have a minimum of 2 years of continuous experience as a licensed Submortgage Broker or as a Mortgage Advisor at a bank or credit union. Requirements - Eliminate Underwriting: Our proprietary auto-adjudication engine instantly matches clients with the best lender options. You’ll never need to wait for an underwriter again. - Automate Your Workflow: Our system automates the most time-consuming tasks, including: - Nurturing your client pipeline and identifying new opportunities. - Guiding clients step-by-step through their application. - Integrating Equifax soft credit checks. - Automatically requesting the correct documents from clients. - Handling compliance and FINTRAC reporting. - Dedicated In-House Support: Our professional support team handles client intake, document gathering, and appraisal bookings, acting as a seamless extension of your business. - Keep Your Partners Informed: The platform automatically provides status updates to your referral partners, strengthening your relationships and ensuring transparency. Benefits - Qualified Leads: We invest in your success. Receive a consistent stream of qualified leads throughout your first year, of up to 30% of your annual volume. - Competitive Compensation: Benefit from an attractive commission split with desk and insurance fees waived, maximizing your take-home earnings. Our splits start at 90/10 and increase to 95/5 as you grow. Splits are capped at $12,000. - Industry-Leading Technology: Harness powerful tools that streamline your workflow and make underwriting effortless, so you can focus on closing more deals. - Marketing Support: Access ready-to-use marketing assets, targeted campaigns, and lead-nurture tools designed to help you attract and convert more clients. - Ongoing Training: Benefit from continuous training, best-practice guidance, performance coaching, and 1:1 deal support to help you sharpen your skills and scale your production.