QA environment A test copy of TheBrokerMate. Payments here use Stripe test cards only.

Underwriting assistant for Canadian mortgage brokers

Documents in. Qualified income out.

Borrowers upload on your branded page. TheBrokerMate reads and checks every document, works out qualifying income across lenders and emails you the result. You approve it, then it goes to Finmo.

See plans How it works

Underwriting assistant for Canadian mortgage brokers

Documents in. Qualified income out.

Borrowers upload on your branded page. TheBrokerMate reads and checks every document, works out qualifying income across lenders and emails you the result. You approve it, then it goes to Finmo.

See plans How it works

  1. 1 of 7

    Three clients. Twelve documents. One inbox.

    Pay stubs, T4s, notices of assessment, bank statements and more, full of figures, arriving in any order.

  2. 2 of 7

    Sorted by client as they arrive.

    Each borrower uploads on a page with your brand, so every document lands with the right client.

    • Borrowers upload on your brand, or on your website
    • Your own upload link to share with borrowers

  3. 3 of 7

    Every figure read and checked.

    Pay, year-to-date, T4 boxes and balances are pulled out. Anything that doesn’t add up is flagged for you to confirm.

    • Documents are read for you
    • Uncertain fields are flagged

  4. 4 of 7

    A folder for every client.

    Each application and its documents are kept together in your workspace, one folder per client.

  5. 5 of 7

    What your client qualifies for, lender by lender.

    Income becomes qualifying income, with lender rules you can adjust per deal. With Pro, compare lenders side by side. Indicative, not a lender decision.

    • Income qualified with lender rules
    • Income compared across lenders, side by side

  6. 6 of 7

    One email: the file, the income, the answer.

    You get an email with each client’s qualifying income and how it compares across lenders. Fix anything, then approve.

    • You hear when documents arrive
    • Nothing goes to Finmo until you approve it

  7. 7 of 7

    Then it’s in Finmo.

    Each client’s details, income and documents go to their Finmo deal. You submit from Finmo, just like today.

    • Borrower details go straight to Finmo

Sample data. Fictional people and companies.

Your week

  1. This is your week now.

    Paperwork squeezed in between the clients you actually want to see.

  2. The paperwork comes off your calendar.

    Sorting, reading, adding up and retyping are done for you.

  3. Fill it with what matters.

    More clients. And time for the people at home.

Your brand

Your brand, your borrowers

Borrowers see your name, colours and contact details, not ours. Try a few fictional brokerages:

Preview brand

Borrowers upload on your brand, or on your website

Your borrowers send documents from a page with your name, colours and contact details. It also sits inside your website: the one we build for you, or your own.

Sample data. Fictional people and companies.

Finmo

Works with Finmo / Velocity soon

TheBrokerMate finds the borrower’s deal in your Finmo account, or starts a new one, and fills in what it read:

  • Borrower details
  • Income and employment
  • Assets
  • Liabilities
  • The documents themselves
  • Borrower details go straight to Finmo
  • Nothing goes to Finmo until you approve it

You connect it with your own Finmo API credentials, and you can remove them at any time.

Questions

Questions brokers ask first

Do my borrowers need an account?
No. Your borrowers open your branded upload page on their phone or computer and send their documents. There’s nothing to sign up for. See the borrower’s side
Do I need Finmo?
Yes. TheBrokerMate is built to work with Finmo: it sends borrower details and documents to your own Finmo account. Your Finmo subscription and its fees are separate.
Does it make lending decisions?
No. TheBrokerMate is not a lender and doesn’t approve or decline mortgages. It collects and reads documents so you can prepare the file.
Where does borrower data go?
Documents are stored in cloud storage and read by an AI service so the key fields can be pulled out. The details are then sent to your Finmo account. The security page lists each service and what it does. Read how data is handled

Read all questions

Get started

Try it with your next few files

See what each plan includes, or tell us about your brokerage and we’ll show you around.

See plans Talk to us