How does this work?
Set it up once. Then it runs itself.
ComplaiLite is two things: a one-time setup on your side, and a 3-minute flow your clients run on theirs. Here's every step of both.
Setting up
one time, about 15 minutesCreate your account
Register with your business name, email, phone, and license number. No password — we email you a magic link to sign in.
Takes under a minute. Free, no credit card.
Set up your branding
Upload your logo and set your brand colors. ComplaiLite tries to pull your colors from the logo automatically; you can adjust them by hand.
Clients see your branding on every screen and every PDF.
Add your client agreement
Paste your agreement text or upload a PDF/DOCX. ComplaiLite formats it automatically, and a built-in preview lets you check it before you save.
Budget 5–10 minutes the first time to get headings and spacing right. This is the document your clients sign.
Connect your MOP
Coming soonDown the road, you'll be able to connect your mortgage origination platform so new applications auto-create a session and invite the client — no manual step.
Not available yet. For now, create sessions manually from your dashboard (it takes seconds). We'll let you know when MOP connection is ready.
Secure your account with 2FA
Add an authenticator app or a passkey (fingerprint / Face ID) before you start sending client sessions.
BCFSA expects brokers to protect client data. Two-factor is required before you can create sessions.
Every client, every time
hands-off once it's set upSend a session to your client
Create a session from your dashboard — or let your MOP trigger it automatically. Your client gets a branded email with a secure link.
Solo or joint applications. For joint, each borrower gets their own link.
Client completes the KYC questionnaire
Your client answers a short questionnaire about their mortgage needs, employment, insurance, and declarations — on their phone or computer, no app to download.
For joint applications, the primary fills it out and the co-applicant reviews and signs it.
Client signs the Client Agreement
Your client reviews your agreement and signs it electronically, with CASL consent captured at the same time. Both borrowers sign on a joint file.
That's the whole client experience — about 3 minutes start to finish.
You get the signed PDFs by email
The moment signatures are complete, you and your team receive an email with two PDF attachments: the completed KYC Summary and the signed Client Agreement.
Your client gets their own copy too. Every session is tracked on your dashboard.
That's the whole thing.
KYC questionnaire, signed Client Agreement, CASL consent — captured, formatted, and emailed to you as PDFs. Simple, fast, and free during the XEVA rollout.