Close mortgage loans faster. Kill the document chase.
Secure document portal collection (T4s, bank statements, IDs), automated lead pre-qualification screening, and automated SMS status updates for buyers and Realtors.
Where time disappears in a typical week.
The administrative and coordination friction we repeatedly observe in mortgage brokerages:
Endless chasing for client financial files
Clients send blurry photos, missing pages, or wrong tax files. Brokers spend hours organizing emails and sorting files.
Pre-qualifying unqualified borrowers
Spending an hour reviewing credit and income details for a borrower who doesn't meet minimum requirements eats up broker time.
Constant status updates from buyers
"Has my loan been approved?" "Did the lender reply?" Answering calls from nervous buyers and Realtors eats up mornings.
Targeted automations and workflows.
Concrete interventions built to remove repetitive execution:
Secure document collection portal
A secure upload link requests specific files (e.g. T4, Paystubs) and uses AI to verify readability and send reminders for missing items.
Automated pre-qualification screening
Online forms collect credit, income, and downpayment details, calculating preliminary debt ratios before brokers schedule calls.
SMS status update triggers
Every milestone change (e.g., submitted to lender, appraisal ordered, approved) triggers an automated text to the buyer and agent.
Walkthrough: Mortgage brokerage, Vaughan
Illustrative scenario demonstrating how this build typically coordinates operations.
Brokers spent up to 10 hours a week chasing and sorting client T4s, paystubs, and bank statements manually.
Secure document portals with automatic OCR verification and automated SMS loan stage notifications.
Document collection time down ~60%
What we recommend starting with.
Rather than deploying multiple automations simultaneously, we prioritize the single highest-frequency constraint—typically secure document collection portal. Once that workflow operates reliably in production, secondary tools can be connected.
Compliance & Data Safeguards
Questions mortgage brokerages ask us.
Implementation details, operational constraints, and practical questions.
Does this work with Filogix, Velocity, or Salesforce?+
Yes. We integrate with major Canadian mortgage platforms like Filogix, Velocity, and Salesforce to sync client details.
Is document collection secure and FINTRAC-compliant?+
Yes. All uploads go through secure portal systems and use TLS 1.3 encryption. We store no files on our servers; they transfer straight to your CRM.
What does the setup invest?+
Custom brokerage builds range from $7,500 to $25,000, with support from $1,500/month. Saving just one loan fall-through pays for the build.
Can Realtors receive updates too?+
Yes. You can toggle permission to automatically copy the listing Realtor on milestone text updates so everyone stays in sync.
Operating a mortgage brokerage business?
Describe where your team spends the most repetitive manual attention. We will assess whether an automation or workflow integration can resolve it.