Work with Luxury Homeowners & Affluent Clients

Working with affluent clients and luxury homeowners is completely different than working with any other type of client. This course is a step-by-step guide on how to build a network of affluent clients, gain their trust and get them to endorse, recommend and introduce you to their inner circle. This course takes students from “never worked with affluent clients” to “first multi-million-dollar deal closed” !

“As a seasoned mortgage broker, I thoroughly enjoyed this course and am looking forward to having much higher-level conversations with my referral sources. I wanted to share the attached feature sheets for an agent I am comarketing on luxury property listings she is currently selling. Just a token of success from the program” – Matt McKillen, Mortgage Architects


The Luxury Home Mortgage Advisor education program is designed for mortgage professionals committed to serving the needs of high net-worth clients and luxury homeowners. Approved by Mortgage Professionals Canada (MPC) for 4 CE credits in the professional development category, you will learn how to move from price to advice, how to transform your mortgage business from transactional to relational and how to make more money for yourself, your referral partners and your clients along the way.


Building a network of top-tier professionals & getting them to endorse, recommend and introduce you to their high-net-worth-clients is one of the fastest ways to double, triple, even quadruple your mortgage income. But you don’t have to start from scratch. We will coach you on the activities that will deliver the best return on investment of your time and give you proven scripts and PowerPoint presentations that you can use to target luxury realtors, private bankers, and Angel investors.

“I got such immediate value taking this course. I reached out to about 5-10 commercial bankers last week, booked three meetings and got two solid leads worth $5 million dollars in business that we are moving forward with. Now that’s what I call a solid R.O.I.!” – Trevor Dale, Verico


Part of earning your designation requires you to complete our 42-page business plan. Once completed, you can submit your plan for a formal review by one of our coaches. We want to ensure you are set-up for success and give you a road map you can follow to increase your mortgage originations exponentially.


What’s the difference between multi-million-dollar producers and those that are barely surviving? It’s not the interest rate you’re offering or your enthusiastic service. It’s the skills, strategies, and systems you’ve developed and implemented successfully. The mortgage industry is constantly evolving and never has investing in yourself been more critical. Whether you’re just starting out, or you’re at a breakthrough point in your business where reaching the next level is becoming increasingly difficult, building a niche around affluent clients will differentiate you from your competitors and take your business to new heights.


Graduates are authorized to use the Luxury Home Mortgage Advisor logos on their email signature, social media & on all their marketing material



Due to Co-Vid restrictions this course is currently only available through online learning. Stay tuned for more information about upcoming live events.

Click here to view photos from previous events

Click here to view course curriculum

Are You Ready to Specialize in Working with Affluent Clients?

“The difference between ordinary and extraordinary is that little extra.” ~Jimmy Johnson.

  • Lifetime access to course & materials
  • Download: 42-page business plan
  • Download: Top-down goal planner
  • Download: Daily time blocker
  • Download: Activity tracker
  • Download: Cash-flow analysis worksheet for investment properties
  • Case Study: Leverage investing in equities
  • Case Study: Leverage investing in real estate
  • Case Study: Event marketing gains 10K LinkedIn followers
  • Case Study: 100 client meetings booked with sophisticated property investors
  • Download: Sample Letter of Engagement
  • Download: Sample Letter of Direction
  • Download: Executive Loan Summary (hint: underwriters will fast-track your million-dollar deals if you use this!)
  • Download: Commercial Loan Document Checklist
  • Download: “Investing in Real Estate” PowerPoint Presentation for Realtors
  • Download: “Creating Generational Wealth with Real Estate” PowerPoint Presentation for Clients

Value: $1495.00

Current Discount Price: $395.00

Money Back Guarantee – Lifetime Access – Always Updated