Frequently asked questions

Consumers find RiteFinance when they look for a mortgage or life insurance, then complete a quote request on our site. We run the traffic and the forms, so you do not have to.

Yes. Every lead is delivered to one broker only. You never compete with another broker for the same consumer.

Right after verification, by email, SMS alert or CRM webhook, so you can call while the consumer is still researching.

The consumer confirms their phone number with a one-time code. We also check for duplicates, match the province to your order and store the consent text and time with every lead.

Contact us with the lead reference. Replacement terms are included in your written quote.

Pricing depends on your products, provinces and monthly volume, so we quote it in a short demo. There are no hidden fees, and larger volumes are priced accordingly.

After the demo we send a written quote and an invoice in Canadian dollars. No card details are collected on this site. Taxes (GST/HST/QST) are added where they apply.

No long contract. We agree on a monthly volume together and you can change it when you need to.

Yes. Receive leads only in the provinces and territories where you hold the licence or registration required for the product. We check this before we start.

Purchase, renewal, refinance and home equity requests. You choose which provinces you receive, and the lead shows the need so you can prepare before you call.

You can choose any province or territory. Only choose where you hold the licence or registration required to arrange mortgages. We confirm this before we start.

Term, whole and universal life requests, and final expense on request. The lead shows the type and amount asked for so you can prepare before you call.

Yes. Tell us the age ranges and products you want in your demo request and we set up your filters when we start.