For mortgage brokerages
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.
The week we keep hearing about from practices
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.
What we automate for you
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.
Typical impactCollect files 9 days faster
Automated pre-qualification screening
Online forms collect credit, income, and downpayment details, calculating preliminary debt ratios before brokers schedule calls.
Typical impactSave 3 hours/week of dead-end 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.
Typical impact50% fewer status calls
What this could look like for you
An illustrative scenario, not a specific client - a walkthrough of how this build typically plays out.
Example - Mortgage brokerage, Vaughan
The problem: Brokers spent up to 10 hours a week chasing and sorting client T4s, paystubs, and bank statements manually.
The build: Secure document portals with automatic OCR verification and automated SMS loan stage notifications.
Anticipated outcomeDocument collection time down ~60%
What it costs
No hourly billing, no open-ended retainers. You always know the number before we build.
Custom build
Typical engagements run $1,500 - $25,000
Scoped and quoted after your audit, with monitoring and support from $1,500/month. You approve the scope before anything is built.
PIPEDA/PHIPA-aware data handling. No patient or client records touch our systems without a signed agreement, and we work inside your existing tools wherever possible.
Questions mortgage brokerages ask us
Yes. We integrate with major Canadian mortgage platforms like Filogix, Velocity, and Salesforce to sync client details.
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.
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.
Yes. You can toggle permission to automatically copy the listing Realtor on milestone text updates so everyone stays in sync.
Find out what mortgage brokerages get back from automation.
A free 30-minute audit. You leave with three automation ideas sized to your business - whether you hire us or not.
Not ready to talk? Grab the free Automation Opportunities Checklist - 25 tasks your business can stop doing by hand.
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