All Your Essential Tools in One Place (Canada)
Perform all critical tasks in one centralized system with our integrated solutions.
Tax Reporting
CRA
XML exports that allow you to report tax information for the investors
Legal
Diamond and Diamond
Instruct Diamond and Diamond directly from the loan file. Recieve real-time updates on the progress of the closing process.
Docs
DocuSign
Send loan documents for signing directly to your borrowers through DocuSign.
Credit
Equifax
Perform hard or soft credit checks, download credit bureaus and import assets/debt information.
Verification
FCT
Verify borrower identity and access to the copies of their government ID in a process that complies with Canadian Law Society requirements and DIACC.
Broker
Filogix
Receive applications submitted by your broker partners directly in your MA accounts.
CRM & Other
HubSpot
Connect MA and HubSpot accounts to transfer information and documents, and keep both accounts in sync.
Verification
Inverite
Check and verify income and spending, bank account statuses, and download account statements.
Broker
Lendesk
Receive applications submitted by your broker partners directly in your MA accounts.
Broker
M3 Boss
Receive deals directly in your Mortgage Automator account. Track commissions, manage compliance, and access real-time analytics while integrating seamlessly with lender networks and CRM systems.
Verification
Minerva
Background screening for reducing borrower risks and detecting AML risks, or sanctioned/politically exposed individuals.
Payments
PAD/ACH reporting
Allows lenders to generate transaction information to pay and collect monies from any major banking institution in the U.S. and Canada.
Communications
SendGrid
Send automated emails to your partners and third parties directly from the application.
Communications
SwiftSMS
Send automated text messages to your partners and third parties directly from the application.
Broker
Velocity
Receive applications submitted by their broker partners directly in your MA accounts.
CRM & Other
Zapier
Integrate with thousands of apps like Gmail, Slack, HubSpot, and Salesforce without any coding. Create custom workflows to sync data, eliminate manual entry, and enhance productivity.
Schedule A Demo Today
Learn more about how we can automate and transform your lending operations.
Loading the form…
The form didn’t load. Refresh the page to try again.
Thank you!
Taking you to the booking calendar…