Referral Partners | Evergreen Mortgage Advisers
☎ (484) 222-0358 connect@evergreen-mtg.com

For Real Estate Agents, Planners & Attorneys

Referral Partners

When you refer a client, your name is attached to what happens next. Here's what you can expect when that client works with Evergreen.

Who We Partner With

A network built on trust, not transactions

Real Estate Agents

Fast, honest pre-approvals that hold up — so your offers get taken seriously and your closings stay on schedule.

Financial Planners & CPAs

A mortgage conversation that fits into the bigger financial picture you've already built with your client.

Real Estate Attorneys

Clear communication and accurate numbers, so nothing surprises you at the closing table.

The Process

What happens after you refer someone

You introduce us

A quick email, a phone call, or your client reaching out directly — however's easiest for you.

We take it from there

A real conversation with your client about their goals, followed by a clear, honest breakdown of their options.

You stay informed

We keep you updated on meaningful progress, so you're never caught off guard by your own client's timeline.

Why It Works

Your reputation matters to us too

Let's Connect

Send us your next referral

A quick conversation is the easiest way to start — for you, and for your client.

Schedule a Call