Client Experience

Canada’s most advanced mortgage application and document intake system.

Our new Client Experience focuses on making it as easy as possible for your clients to provide the right information up front. More complete applications means faster approvals.

Just some of the benefits Client Experience offers:

Consumer friendly language – We avoid industry jargon that your clients may not understand.

Built for mobile – With over 50% of internet traffic coming from mobile, it’s as easy to use on the go as  your desktop.

Intuitive documents – Based on your clients answers, we predict which documents they will need to provide creating a seamless integration between the application and document collection.

A Canadian First!

We are proud to announce a first in Canada with our Client Dashboard

Updates with clients progress – As they complete the application and document submission, the interactive Dashboard keeps them up to date with their progress.

Overview of entire process – Our intuitive layout gives them a complete picture of the process.


Secure integrations

With our best-in-class integrations you collect top-drawer information in a fraction of the traditional time.

Income integration – Your clients can opt-in to have income tax documents collected on their behalf, speeding up the process and automating the e-signed consents via our secure document portal.

Bank account connection – Your clients can connect directly with almost all banking / credit union providers in Canada to provide 12 month account histories.

Client Protection

Last, but most definitely not least, we use bank-grade or better security to ensure your clients information is always secure.

Multi factor authentication – 99.9% of cyberattacks can be blocked by using multi-factor authentication, we use it for all client accounts.

Security audits – We routinely conduct security audits to ensure we meet these standards at all times.

Data encrypted at Rest – Your clients data is secured with 256-bit AES encryption, one of the strongest block ciphers available, and is FIPS 140-2 compliant.

Data secured in Transit – All data is encrypted using Transport-Layer-Security (TLS), no one can read that information.