Financial Advisors - Defy Mortgage

Empower Your Clients with Defy Mortgage Solutions.

We aren’t scared of those crazy complex loan situations that give other lenders and big banks hot flashes. We solve the most complicated loan situations and make it look easy. That means more solutions for your clients and less headaches all around. Financial advisors, you ready?

Why Financial Advisors Should Partner With Us

The old concepts of lending are OUT.

Creative is IN.

The borrowers today aren’t just loyal to any institution – they need a transformative teammate, a flexible financial partner, creative options that cater to their changing needs.

At Defy we’re leaning into that mentality, shaking up the whole mortgage industry with our innovative platforms and personalized approach.

If you’re a financial advisor looking to level up and seeking a dynamic partner to elevate their client offerings, we’ve got you covered.

How We Pull It Off

Clients are continuously expecting more from their financial advisors, and many aren’t a proper fit nor loyal to the antiquated old concepts of big banks.

That’s where we come in.

Who We Serve

Real Estate Investors (Foreign & US)

Freelancers & 1099 Contract Workers

Business Owners & the Self-Employed

Retirees & Liquid Asset Holders

Homeowners with Home Equity

We think everyone deserves the opportunity to get the mortgage they need and want.

Our Results Speak For Themselves.

“Thank you to everyone at Defy who made this happen. Some seriously savage behavior to get this done in this timeline and I appreciate it. It's a very strong start to winning more business. Thank you again!”

"Kim and the Defy Mortgage team did something that I would have thought impossible before we started considering my unique circumstances. If I were a religious person, I would say that a higher power put Defy Mortgage in my life just when I needed them. But since I am not, I will just say thanks from the bottom of my heart!"

"Phenomenal job! Excellent communication, streamlined process and Kim and Todd made it super easy! Thank you so much for all of your help. I look forward to working together in the future!"

"Kim and Todd made the process seamless for us. They have creative options that allowed us to get into our dream home at a better rate than we found elsewhere. Can’t say enough good things about the Defy team!"

"Defy Mortgage are the most professional and courteous people I’ve had the pleasure of doing business with. Their customer service and work ethic are second to none! Thank you Defy!"

"5/5 stars for the Defy team! Kim is amazing!"

"Defy Mortgage gave me great advice. The professionals recommended an interest-only mortgage which made sense and I hadn’t considered. I am referring everyone to Defy as my first option."

I had a great experience with Defy for my home loan. From start to finish, their professionalism, responsiveness, and commitment to customer satisfaction were outstanding. They were quick in addressing any questions, making the entire process stress-free. I suggest using them!

"The entire Defy team made my experience seamless!! As a busy professional and single mom, I’m not sure how I would have gotten through the process without them. They achieved all of my goals and objectives and I am so so grateful. They definitely deserve the five stars!!"

Empower Your Clients with Defy Mortgage Solutions.

Why Financial Advisors Should Partner With Us

The old concepts of lending are OUT. Creative is IN.

How We Pull It Off

Who We Serve

Real Estate Investors (Foreign & US)

Freelancers & 1099 Contract Workers

Business Owners & the Self-Employed

Retirees & Liquid Asset Holders

Homeowners with Home Equity

We think everyone deserves the opportunity to get the mortgage they need and want.

Our Results Speak For Themselves.

Think we might be on to something here? Have your people contact our people.

The old concepts of lending are OUT.

Creative is IN.

Think we might be on to something here?
Have your people contact our people.