Congratulations and welcome to the CENTUM Family! Every new office is provided with this welcome package containing everything you’ll need to know during this transition and onboarding phase.
1. Let's Get Started
Initial Overview Call
Our dedicated team will work with you on the basics of getting set up including: a review of your Lender/Partner list, reviewing the onboarding process of your team, Discussing E&O Insurance, Discussing Data Transfers, and going over your website and email requirements.

Meet the Team Video
This video is an opportunity for you to get to know your CENTUM Financial Services Team better, with a clear understanding of their roles and responsibilities.
2. Access and Set-Up
Provincial Regulator Transfer / Set-up
We work with your provincial regulator to set-up your licence with CENTUM Financial Services LP.

Filogix Expert Log-in and Password and Piper Access
Once you’re set up, you will receive a welcome email containing your Filogix Expert Log-in and Password, Piper Log-in and Password which allow you to access CENTUM Connect, your 24/7 online one-stop-shop to access marketing material, check for upcoming network calls & webinars, and keep up to date on everything available to you.

System and Resources Overview
Learn about the tools that are available to you through CENTUM Connect, Piper and Scarlett Mortgage, including Deal Flow Management and CRM, Resource Centre, Custom Marketing, and more

Added to Network Communications List
You’ll start receiving regular update emails about upcoming events, training sessions, and network calls.

CENTUM Direct Pay
We will get you set up on CENTUM Direct Pay, and reach out to you to book a training session that covers How to use CENTUM Direct Pay, and submitting files for compliance.

Lender / Partner Set Up
We will work with you on getting set-up with your lenders and partners including portal access as available.
3. Learn About Our Tools
Opportunities and Benefits Discussion
Learn about all the additional revenue opportunities and benefits, that are available to you as a CENTUM member, including CENTUM DirectPay, Manulife Protection Plan, and Group Health Benefits.

Learn about our National Deal Desk
Our National Deal Desk is designed to help you, our members fund more deals and get access to lenders you may not deal with on a regular basis. This service is available in every province except QC. The best part - you only pay for our services if the deal funds. There are two levels of service to fit your needs.

Learn about our Free Marketing Tools
CENTUM offers a wide variety of free marketing tools, including Monthly Social Media Content, and our Custom Marketing Portal.
4. Launch
Send us your Headshot or Team Photo
Using your headshot or team photo we’ll create social media content that you and your team can use to officially announce that you’re joining CENTUM.

Provide a Testimonial
Let us know why you decided to join CENTUM.

Social Media Announcement
Using either the announcement posts that we created for you, or your own social media content, let your followers know that you’ve joined the CENTUM Family.

Launch Event
Are you planning a Launch Event? If you are, let us know!
5. Post Launch
30 Day Check-up
We will do a check in with you 30 days after your launch to see how things
are going. We’ll check in on your overall satisfaction and make sure your needs are being met.

How did we do as a team onboarding your brokerage to the network.
What could we have improved upon?
Since joining, what’s working well, what tools are you and your team using?
- Discuss Lender Relationships and Deal Placement.
Address technology usage, and adoption.
General feedback.