Market leadership Invis is one of the largest and most respected national mortgage brokerages in Canada with a broad geographic footprint and affiliation with Mortgage Intelligence, signaling strong market trust and potential for cross-sell across residential, commercial, and insurance products.

Diversified offerings The company provides a full spectrum of financial services beyond mortgages, including mortgage life, disability and critical illness insurance, home and auto insurance, and credit cards, creating multiple upsell and cross-sell opportunities with existing clients.

Lender network A partnership ecosystem with over 50 lenders, including major banks and insurers, enables flexible financing solutions and potential to tailor credit products to client segments, useful for targeted outbound campaigns.

Scale and reach With 201-500 employees and thousands of brokers across provinces, Invis has a scalable platform and dense broker network, ideal for pilot programs, referral partnerships, and rapid expansion of new product offerings.

Tech-forward Leveraging cloud and analytics oriented tech stack (AWS, Azure, iCIMS, HTML5, Piwik PRO) supports data-driven sales motions, CRM enablement, and personalized client experiences to improve cross-sell conversion and onboarding efficiency.