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PGS Partner Signup

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    Welcome! Thanks for your interest in partnering with PG Strategic. Please complete this brief questionnaire so we know how to support you and your clients.

    There are no wrong answers and no minimum requirements. If you’re unsure about anything, just skip the question. This isn’t a formal application - it simply helps us understand your workflow so we can reach out with the right information.

    We’re excited to connect with you.

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  • 6
    Please Select
    • Please Select
    • Loan Broker
    • CPA / Accountant
    • Consultant
    • Commercial Real Estate Broker
    • Mortgage Broker
    • Business Advisor
    • Financial Planner
    • Other
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  • 7
    Choose all that apply
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  • 8
    Optional
    Please Select
    • Please Select
    • Under $50,000
    • $50,000 – $150,000
    • $150,000 – $500,000
    • $500,000 – $1,000,000
    • Over $1,000,000
    • Not sure
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  • 9
    Please Select
    • Please Select
    • 1–3 per month
    • 4–10 per month
    • 10+ per month
    • It varies
    • Not sure
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  • 10
    Please Select
    • Please Select
    • Send full files
    • Send leads only and let PG Strategic package
    • Both styles depending on the deal
    • Not sure yet
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  • 11
    (select all that apply)
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  • 12
    (This helps us understand your background. No experience required.)
    Please Select
    • Please Select
    • I'm brand new
    • Under 1 year
    • 1–3 years
    • 3–5 years
    • 5–10 years
    • 10+ years
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  • 13
    Anything else you'd like us to know about your clients or deal flow?
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  • 14
    Please Select
    • Please Select
    • Online Search
    • Social Media
    • Referral from a Friend/Colleague
    • Event or Workshop
    • Other
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