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Emotev for Mortgage Professionals

Give your clients more value from the home they already own.

Offer your clients a professional Home Energy Assessment, strengthen loyalty and create new business opportunity — without becoming an energy or construction expert.

Client Value
Bring value beyond the mortgage.

Give homeowners useful, property-specific information they can act on.

Retention
Stay relevant between transactions.

Create meaningful reasons to reconnect with clients before renewal.

Opportunity
Create additional business opportunity.

Selected projects can create additional value for your client relationship and your business.

Built for Mortgage Professionals

Extend the value of the mortgage relationship.

Emotev gives you a simple way to provide homeowners with useful information about their home while keeping your role focused on the client relationship.

01

Strengthen client loyalty

Give clients useful value between mortgage transactions and stay part of the conversation.

02

Keep your role simple

You make the introduction. Emotev coordinates the assessment, Home Opportunity Summary and Contractor process.

03

Create business opportunity

When homeowners proceed with eligible projects, Emotev can create additional value for your client relationship and your business.

One Coordinated Process

From introduction to completed home project.

Emotev connects the homeowner, Mortgage Professional and qualified Contractor through one structured process.

1

Refer

Introduce your homeowner to Emotev.

2

Assess

A professional Home Energy Assessment is completed.

3

Summarize

Emotev prepares a clear Home Opportunity Summary.

4

Select

The homeowner chooses which opportunities to explore.

5

Fund

Cash or mortgage financing can be coordinated.

6

Complete

Qualified Contractors complete the selected work.

The Home Energy Assessment

Start with the home. Not the product.

Every homeowner and every property is different. Emotev starts by understanding the home and identifying opportunities that may improve comfort, efficiency and long-term value.

Property-specific assessment The home is reviewed before opportunities are presented.
Clear Home Opportunity Summary Homeowners receive practical information they can understand and review.
Homeowner-controlled decisions Your client decides which opportunities, if any, make sense for their home.
Coordinated next steps Emotev coordinates qualified Contractors and next steps when the homeowner proceeds.
Opportunities Within the Home

One assessment. Multiple possibilities.

Opportunities are based on the homeowner and the property, rather than a one-size-fits-all product pitch.

Heating & Cooling

Heat pumps, mini-splits and other comfort or efficiency improvements.

Solar

Residential solar opportunities based on the property and homeowner goals.

Battery Storage

Home-energy storage options that complement broader energy improvements.

Electrical & EV Charging

Electrical capacity, EV charging and related home-energy opportunities.

Portfolio Engagement

Stay relevant before the next renewal conversation.

Most mortgage relationships go quiet between transactions. Emotev gives you a meaningful reason to reconnect with your portfolio using useful, property-specific information — not another generic client touchpoint.

Reconnect with purpose Create meaningful reasons to contact clients between mortgage transactions.
Add homeowner value Bring clients useful information about one of their largest assets.
Build loyalty early Strengthen the relationship before the next renewal decision.
Grow opportunity Selected projects can create additional business opportunity.
Clear Roles

You make the introduction. Emotev coordinates the rest.

Your relationship with the homeowner stays at the centre while Emotev coordinates the home-energy process.

01
Your Role

Own the client relationship.

Introduce the homeowner, stay connected to the opportunity and support financing when required.

02
Emotev

Coordinate the process.

Emotev coordinates the assessment, Home Opportunity Summary, homeowner communication, Contractor process and project tracking.

03
Your Client

Stay in control of the decision.

The homeowner reviews the opportunities, chooses what makes sense and decides how they want to proceed.

Become an Emotev Partner

Give every client another reason to come back to you.

Add Emotev to your client experience and create meaningful value long before the next mortgage transaction.

Become an Emotev Partner