--- title: Case Study -Haventree Bank Elite Program description: Loyalty program for the mortgage broker channel. image: https://coreloyalty.ca/hubfs/Elite%201.png --- [Skip to content](https://coreloyalty.ca/case-study-htb#main-content) [![CoreLoyalty_Logo_Horizontal_Colour-2](https://coreloyalty.ca/hubfs/CoreLoyalty_Logo_Horizontal_Colour-2.png)](https://www.core-loyalty.com/) - [SOLUTIONS](https://www.core-loyalty.com/solutions) - [ABOUT](https://www.core-loyalty.com/about) - [BLOG](https://www.core-loyalty.com/blog) - [TALK TO US](https://coreloyalty.ca/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Case Study -Haventree Bank Loyalty program for the mortgage broker channel ### Challenge 1. Design and launch a broker loyalty broker to support a new Canadian bank in the non-/near-prime mortgage market 2. Integrate with all internal systems for seamless and secure data transfer 3. Drive growth and market share, support retention and provide the field team with a management tool to drive performance --- ### Solution The Elite Broker program is an integrated Incentive/ loyalty solution designed to: - Focus on achieving business growth objectives within each Broker partnership - Centralize execution of Broker channel campaigns, spiffs and incentives - Provide for extensive data and reporting on all aspects of their relationship and business with Haventree bank - Offer full redemption options (merchandise, reloadable Visa cards, gift cards, and business rewards) ![Elite 1](https://coreloyalty.ca/hubfs/Elite%201.png) --- ![Elite 2](https://coreloyalty.ca/hubfs/Elite%202.png) ![Elite 3](https://coreloyalty.ca/hubfs/Elite%203.png) ### Structure - Brokers earn points for every funded mortgage - Tiered structure -the more they fund the more they earn - Segmented programs based on role (Broker/ Broker Principal) - VIP levels were introduced in 2021 - Tactical programs by district - Extensive dashboard reporting to aid business management --- ## Results - A key part of Haventree Bank's go to market strategy - Significant integration with Salesforce  -updates real-time - Over 6,000 brokers enrolled - Year on year mortgage growth, program has 5+ years of operation - Multi-lingual site now supporting growth into the Quebec market ![business growth image](https://coreloyalty.ca/hubfs/AI-Generated%20Media/Images/business%20growth%20image.jpeg) [Get a Demo of this solution](https://coreloyalty.ca/contact?hsLang=en-ca) ### Make loyalty do more. Practical programs for the partners and customers who move your business forward.  **EXPLORE** [Solutions](https://www.core-loyalty.com/solutions) [About](https://www.core-loyalty.com/about) [Blog](https://www.core-loyalty.com/blog) **START A CONVERSATION** [Tell us what you're building →](https://coreloyalty.ca/contact?hsLang=en-ca) ---  © 2026 Core Loyalty Inc.