For referral partners: tracking your deals

This article is for realtors, solicitors and other transaction partners working on deals with Matt.

How do I see my deals?

When Matt adds you to a deal, you'll get an email with your personal link. Click it to open your deal view — no password needed. You'll see:

• The deal name (client name and deal number)
• The current stage and where it sits in the process
• Key dates — subjects/subject removal, closing, and other milestones
• The other transaction partners on the deal

Deal amounts and rates are never shown — only stages and dates.

Can I send updates or documents?

Yes. From the deal page you can message Matt directly and upload documents (up to 15 MB). Matt gets notified when you upload something.

I'm not a rewards member — can I still view deals?

Yes. Your personal link gives you deals-only access: you'll see your deals and nothing else. You'll also see an invitation to join Matt's Mortgage Money — membership is free and gets you points for referrals, the monthly draw, and milestone bonuses.

How do I get notified about stage changes?

If you're the referring partner on a deal, you'll receive updates as the deal moves forward through its stages. You won't be notified if a deal moves backward.

Questions?

Email Matt at matt.parker@indimortgage.ca or use the chat bubble on the deal page.