Market leadership Invis is a large, national mortgage brokerage with extensive scale (over 680,000 clients and more than $158 billion in originations) and a leading position as the #1 non-bank mortgage originator in Canada, presenting a strong platform for cross-sell across diversified financial services.

Diversified offerings The business lines span residential and commercial mortgages, mortgage-related insurance, home and auto insurance, and credit cards, creating multiple entry points for upsell opportunities and bundled product propositions.

Lender network Partnerships with over 50 lenders including banks, credit unions, and private lenders indicate a broad lender ecosystem and potential for white‑label or co‑marketing initiatives, as well as flexible financing options to meet varied client needs.

Technology driven A tech stack featuring platforms like iCIMS, Microsoft Azure, Java and analytics tools supports scalable operations and data-driven sales strategies; leverage insights for targeted outreach and personalized client experiences.

Growth velocity With a revenue range of 250M to 500M and growth signals from a large broker network (6000+ brokers) and national footprint, there is an opportunity to introduce new products, expand advisor recruitment programs, and accelerate cross-sell campaigns to active clients.