For Canadian mortgage brokers
Client compliance, done in 3 minutes.
Send one branded link. Your client completes their KYC questionnaire and signs your Client Agreement with CASL consent. You get the signed PDFs by email. That's it.
Free for everyone during the XEVA rollout. No credit card required.
1
KYC questionnaire
Mortgage purpose, employment, insurance, and declarations. Branded with your logo and colors.
2
Client Agreement
Upload your agreement once. Clients e-sign in the browser. CASL consent captured at the same time.
3
Signed PDFs by email
You get the completed KYC and signed Agreement the moment your client finishes. Joint applications supported.
See it step by step
Walk through exactly what you and your clients will experience, from sign-up to signed PDFs.
How does this work?