Maple Insight
For Regulated Immigration Consultants

Turn every inquiry into a prepared client

Give your clients a branded settlement planner that helps them arrive at your consultation with a clear financial picture — so you can focus on what matters.

Try the Demo
Free to use
No client data stored
White-labeled for your brand
The challenge

You already know the problem

Your time is valuable. Too much of it goes to clients who arrive unprepared, with unrealistic budgets or incomplete documents.

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Wasted consultation time

30+ minutes explaining basics — cost of living, proof of funds, settlement timelines — before you can get to real advice.

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Unprepared clients

Clients arrive without a financial plan, leading to last-minute scrambles, delayed applications, and compliance risks.

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Low-quality leads

Tire-kickers take your time but never convert. No way to pre-qualify financial readiness before booking.

The solution

Clients complete their financial plan before they reach you

Maple Insight's Settlement Planner guides your clients through a comprehensive financial readiness exercise — branded with your practice — so your first meeting starts at a higher level.

How it works

1
You share your branded link
Send your unique planner URL in your intake email, website, or social media. Your brand, your logo — Maple Insight stays in the background.
2
Your client completes the planner
6 guided sections covering household, immigration pathway, destination, work, savings, and lifestyle. Takes 8–12 minutes. All data stays in their browser — nothing is stored on our servers.
3
You receive a structured summary
When the client chooses to share, you receive a detailed intelligence report: financial readiness score, cost breakdown, savings gap analysis, risk flags, and alternative scenarios to discuss.
4
Your consultation starts prepared
Walk into the meeting knowing exactly where they stand financially. Spend your time on strategy, not data entry.

What your client sees

Your brand and logo on every page
Cost breakdown for their destination
Savings gap analysis with timeline
Risk flags and action checklist
Privacy-first — data stays in browser

What you receive

Financial readiness score (1–10)
Upfront, monthly, and safe target figures
Alternative scenario comparisons
Program-specific compliance flags
Actionable meeting talking points
Built with trust in mind

We know this industry has a trust problem

Maple Insight is not another lead-gen platform or upsell engine. It's a planning tool with a published methodology — transparent about what it does, what it doesn't, and where every number comes from.

Zero data collection

Client data never leaves their browser. Nothing is stored on our servers unless the client explicitly chooses to send their report to you. We don't sell leads.

Published methodology

Every cost figure is traceable to a cited public source — CMHC, IRCC, StatCan, CRA. Our full estimation methodology is published and version-controlled. You can audit every number.

Not immigration advice

Clear disclaimers on every page. This is a financial planning tool — we never assess eligibility, guarantee outcomes, or replace the work of a regulated consultant.

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Your relationship, protected

We don't contact your clients. We don't advertise to them. We don't insert ourselves into the consultant-client relationship. Your brand is front and center.

Read our Estimation Methodology

41 pages. Every data source cited. Every assumption documented. Written so that consultants, journalists, and auditors can verify exactly how each figure is produced.

View Methodology
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See what your clients will experience

Walk through the planner as a generic demo consultant. Complete all 6 sections and see the full results dashboard and intelligence report — the same output your clients would receive.

Takes about 8–12 minutes
Try the Planner Demo

Common questions

Get your branded Settlement Planner

Tell us a bit about your practice and we'll set up your white-labeled version within 1–2 business days.

We review each request manually. Your branded link will be ready within 1–2 business days. No payment required. No commitment.