🏦 For mortgage
Pay stubs, T4s and statements — collected in one link
Send borrowers a secure link with your application form; their income and down-payment documents arrive together, ready for the lender.
- 🇨🇦 Stored in CanadaAWS Montréal
- 🔐 Encryptedat rest and in transit
- 🗑️ Deleted on schedule35 days at most
- 📋 Every action loggedexportable audit trail
Documents you can collect
- Government photo ID
- Pay stubs and employment letters
- T4s and Notices of Assessment
- Bank statements for the down payment
- Purchase agreements
- Mortgage statements for renewals
Ready-made forms
- Mortgage application
- Mortgage renewal or refinance review
- Client details and consent to collect
Edit them or build your own. Starting points, not legal advice.
An application that comes back complete
The mortgage starter form covers employment, income, purpose, down payment and debts, with consent to a credit check.
Less chasing
Clients get reminders before their link expires; you see at a glance what has arrived.
Stored in Canada
Financial documents stay in Canada and are deleted after you file them.
How it works
- You send a linkEmail or text
- They uploadAny phone, no app
- ScannedMalware check
- You downloadOne zip + answers PDF
- DeletedAfter you file it
Book a 15-minute demo See pricing
Questions
Can I send the same request to co-applicants?
Send each applicant their own link so their documents and consent stay separate.