We’ve said goodbye to our old direct number. You can now reach us toll-free at 1-855-272-0051.

Introducing our new broker portal

As a valued member of the OIM broker network, you've been selected to participate in the pilot launch of Haventree's new Broker Portal. Your feedback will help us refine and improve the experience before a broader rollout.

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Haventree’s Business Development Team

Our Team

Our Business Development team is committed to supporting the growth of your business. We’re here to help you help your clients.

Sandy Pandolfi

Sandy Pandolfi

Regional Director, Eastern Canada

Brett Lovegrove

Brett Lovegrove

Regional Director, Western Canada

Lundon Clark

Lundon Clark

Business Development Manager

Natalie Dixon

Natalie Dixon

AVP, Mortgage Originations

Michele Tsoi

Michele Tsoi

Director, National Mortgage Operations

Marcy Torie

Marcy Torie

Senior Underwriter

Akhalia Lyall

Akhalia Lyall

Senior Underwriter

Luisa Simeone

Luisa Simeone

Senior Underwriter

Margaret Holt

Margaret Holt

Senior Mortgage Operations Specialist

Reem Jarjees

Reem Jarjees

Senior Mortgage Operations Specialist

Masood Khushal

Masood Khushal

Senior Bilingual Mortgage Operations Specialist

How it works

How to Use the New Broker Portal:

01

Log in to the new broker portal
Log in to the new broker portal using your credentials that were provided.

02

Find or start your deal
Open an existing deal in the old broker portal or begin an eligible new submission.

03

Upload documents by category
Attach each document to its corresponding requirement.

04

Review conditions and next steps
Check which items are approved, outstanding or require additional information.

05

Communicate and monitor progress
Through the deal record, you can monitor the progress and send deal notes or questions to the underwriter.

Loyalty Points

As a thank you for participating in our pilot program and sharing your feedback, we're pleased to offer more OIM points. 

Rewards: 

  • 2 OIM points for every submitted deal. 

  • 3 OIM points when a deal is submitted with all required documentation upfront and funds by December 31. 

FAQs

Frequently Asked Questions

Support

Need help? We’re here to help you access the correct portal and keep your deals moving.

Login or access issues

Login or access issues

Questions about a specific deal

Questions about a specific deal

Use the communication feature within the new broker portal or contact your assigned Haventree Bank representative.

Privacy Notice

Privacy Notice

Do not include borrower names, financial information or other sensitive data in an unsecured email or form.

Feedback

Help us shape the new broker portal

As you are using the new broker portal, tell us what worked, what was unclear and what would improve your experience. Please note this email is not for information on deals or escalation. For questions about any active deals please speak with the underwriter assigned or your BDM.