Bitcoin for Mortgage Brokers: Build Recurring Revenue through Referrals | The Bitcoin Adviser
Bitcoin for Mortgage Brokers
Referral Opportunity

Bitcoin for Mortgage Brokers

Many affluent clients already hold Bitcoin. When their exposure becomes meaningful, the dominant risks are operational: exchange exposure, single-signer failure, key loss, and inheritance breakdown. The Bitcoin Adviser helps clients harden custody and inheritance readiness using collaborative security and documented protocols.

What You Get

  • 10% revenue share of collected advisory fees from clients you introduce (paid quarterly), for as long as they remain active clients, subject to program terms.
  • Higher client trust: you connect clients to a specialist for custody governance and inheritance readiness.
  • Low-friction handoff: simple introduction workflow, with updates and transparency.

Educational only · Not financial advice · We provide operational security and inheritance readiness services. Clients should obtain independent financial, tax and legal advice.

How it works Ideal client signals Earnings estimator Join
Simple Workflow

How It Works

You stay in your lane. We stay in ours. You introduce clients who already hold Bitcoin (or have independently decided to acquire it) and now need custody governance and inheritance readiness.

Step 1

Identify the need

The client mentions Bitcoin, custody worries, keeping funds on an exchange, a single hardware wallet, or questions about “what happens if I die?”

Step 2

Warm introduction

You connect the client to The Bitcoin Adviser. We take it from there: discovery, custody risk review, and an action plan.

Step 3

We onboard + you’re paid

If the client becomes active, you receive 10% revenue share of collected advisory fees, paid quarterly in arrears, subject to program terms.

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Why Clients Engage

What They Actually Need Help With

Bitcoin is a bearer asset: operational mistakes can be irreversible. As holdings grow, clients often want a professional layer that reduces single points of failure and ensures the asset is transferable across generations.

Collaborative Security

Multi-signature (multisig) custody governance that removes single points of failure and reduces the risk of loss, theft, or unilateral control.

Inheritance Readiness

Documented protocols and education so executors, trustees, and beneficiaries can recover Bitcoin without guesswork.

Ongoing Support

Operational guidance for large transactions, security hygiene, and incident handling—without the client needing to become a custody engineer.

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Fast Qualification

Ideal Client Signals

These are common indicators a client will benefit from specialist custody governance and inheritance readiness.

Custody risk signals

  • Coins on an exchange “for convenience”.
  • Single hardware wallet / single seed phrase controlling everything.
  • Fear of theft, phishing, or SIM swap events.
  • Unclear backups, fragmented notes, or “I’ll remember it”.

Inheritance risk signals

  • “My spouse wouldn’t know what to do.”
  • No documented executor/trustee workflow.
  • Family office / trust / company structure but no Bitcoin operating procedure.
  • Cross-border family complexity or multiple decision-makers.

Important positioning

We do not provide financial advice or asset allocation recommendations. We provide operational security and inheritance readiness for clients who already hold Bitcoin or have independently decided to acquire it.

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Referral Program

Earnings Estimator (Run-Rate)

This is a simplified run-rate estimator. It assumes a 1% annual advisory fee for estimation only and calculates your 10% revenue share of that fee. Actual fees and earnings depend on service scope, client retention, and program terms.

Average number of client introductions per month.
₿
Used only to estimate the advisory fee base. For precise pricing, refer clients to Pricing.
Annual Commission per Active Client
0.0050 BTC
10% of an estimated 1% annual fee
New Annual Run-Rate Added Each Month
0.0050 BTC
Based on monthly introductions
Total Active Clients After 12 Months
12
Assumes all become active clients
Annual Run-Rate After 12 Months
0.0600 BTC
Ongoing annual revenue share at year-end
Annual Run-Rate After 4 Years
0.2400 BTC
Run-rate (not cashflow) at end of year 4
Note: “Lifetime” revenue share means for as long as the referred client remains an active paying client and the referral relationship remains in good standing under the Referral Program terms. Estimates above are illustrative and not a guarantee of earnings.
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Get Started

Become a Referral Partner

Ready to introduce your first client?

Join our referral program to earn revenue share while helping clients reduce custody and inheritance risk. Review the program terms before participating.

Join the Referral Program What is Collaborative Security? Pricing FAQs

The Bitcoin Adviser provides operational security and inheritance readiness services. We do not provide financial advice.

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