🇨🇦 Purpose-built for Canadian mortgage professionals

The Complete Platform for Canadian Mortgage Brokers

CRM pipeline, client portal with QR invites, AI mortgage advisor, pre-qualification letters, and live Bank of Canada rates — all in one place.

🚀 Start Free 14-Day Trial Try the Calculator

No credit card required for trial • Cancel anytime • Canadian data

Everything you need

Built for how brokers actually work

Every feature is purpose-built for Canadian regulatory requirements — from OSFI B-20 to CMHC tiers to provincial compliance.

🏗️

CRM Pipeline

11-stage Kanban board from New Lead to Funded. Track every deal, log activities, assign agents, and never let a renewal slip through.

📱

Client Portal with QR Invites

Generate a branded invite link or QR code in one click. Clients register, run mortgage calculations, and view their pre-qual letters — all in your branded portal.

🤖

AI Mortgage Advisor

Claude AI explains mortgage scenarios, answers client questions, and drafts lender exception letters — saving hours on every complex file.

📄

Pre-Qualification Letters

Compliance-safe pre-qual estimates with correct OSFI B-20 stress testing. PDF letters clearly marked "Estimate Only — Not a Commitment to Lend."

📈

Live Rate Dashboard

Bank of Canada overnight and prime rates updated automatically. Agent-specific rate tiers with lender overrides. Historical rate charts included.

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White-Label Branding

Your logo, your colours, your domain slug. Every client-facing page reflects your brokerage brand — not ours.

✅

Task Management

Agent follow-up tasks linked to leads and clients. Priority levels, due dates, and completion tracking. Never miss a callback.

🔐

Document Verification

Gated by licence verification status. Upload and verify income documents, employment letters, and property docs with agent-level access control.

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Compliance & Audit

Full audit log, consent tracking, and FINTRAC-ready reporting. Compliance events logged automatically for every client interaction.

How it works

Up and running in minutes

No IT team required. No complex setup. Just sign up, invite your agents, and start closing deals.

Create Your Brokerage

Invite Your Team

Send email invitations to agents. They set their password and are immediately in your CRM with role-based access.

Generate Client Invites

Agents share a QR code or link. Clients register, run calculations, and their pre-qual results flow into your CRM.

Track Every Deal

Move leads through 11 pipeline stages. AI drafts exception letters. Letters expire automatically. Compliance is built in.

FAQ

Common questions

Is my data stored in Canada? ▼

Yes. The platform is hosted on Canadian infrastructure. Your client data, documents, and brokerage records never leave Canada. We take PIPEDA compliance seriously.

Do I need technical knowledge to set up? ▼

No. Sign up, enter your brokerage name, and your portal is ready in under 5 minutes. Invite agents by email. Clients register via QR code. No IT team required.

Are the mortgage calculations accurate for all provinces? ▼

Yes. We cover all 13 Canadian provinces and territories with correct SAC compounding per the Interest Act, OSFI B-20 stress testing, CMHC/Sagen/Canada Guaranty premium tiers, and province-specific Land Transfer Taxes.

What does "white-label" mean? ▼

Your brokerage gets its own branded portal URL (e.g., yourapp.com/yourbrokerage), custom logo, and brand colours. Clients see your brand — not "Canadian Mortgage Pro." Available on Professional and Enterprise plans.

Can I cancel anytime? ▼

Yes. Month-to-month billing, cancel anytime from your billing dashboard. Your data is available for export at any time. No cancellation fees or lock-in contracts.

Is the AI advisor compliant to use with clients? ▼

The AI advisor is a productivity tool for agents — it helps draft exception letters, explain scenarios, and answer questions. All client-facing outputs (like pre-qual letters) include required regulatory disclaimers and are clearly labelled as estimates, not commitments to lend.