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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.

Book a 20-minute demo See pricing

From $49 a month No accounts for your borrowers Works with your own Finmo

TheBrokerMate client page for Daniel and Aisha Reyes: income counted, documents received and the next step.
A client's upload page on a phone: 8 of 13 documents added, sorted by person.

Qualifying income $152,400 Daniel counted, Aisha waiting for a letter

Screens from the app. Sample data. Fictional people and companies.

How a file moves

Step 1 of 4

Clients upload on your page.

Your name and photo, in English or French, from any phone. No account and no app. Every document lands with the right client.

  • Borrowers upload on your brand, or on your website

Step 2 of 4

Every figure read and checked.

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

  • Documents are read for you
  • Uncertain fields are flagged

Step 3 of 4

What they qualify for, lender by lender.

Income becomes qualifying income with each lender’s own rules. With Pro, compare lenders side by side. Indicative, not a lender decision.

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

Step 4 of 4

You approve. It’s in Finmo.

You get one email with the file and the income. Check it, approve, and the client’s details and documents go to their Finmo deal.

  • You hear when documents arrive
  • Nothing goes to Finmo until you approve it
  • Borrower details go straight to Finmo

Sample data. Fictional people and companies.

Your clients’ files, in your hands

  • Stored and read in Montréal Documents, the database and the AI that reads them run in Canada.
  • Nothing reaches Finmo until you approve You check the file. It only sends when you say so.
  • Your own Finmo credentials Stored encrypted. Remove them any time.
How borrower documents are handled

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.

A mortgage website that’s yours, written with you.

Pick one of eight templates. We draft every word from your details and notes, and you check each one before it goes live. Your licence, brokerage and secure upload page are built in.

  1. Your details Name, licence, photo and colours, from your profile.
  2. Your page We draft the words. Figures appear only if you give them.
  3. Photos Your own, or a photo of homes in your area.
  4. Publish On your own address or domain, with a French page if you want one.
See all 8 templates Open this demo (opens in a new tab)

Growth ($129/month) includes the 5 Modern templates. Pro (from $199/month) includes all 8, with the 3 Premium ones.

The Sketchbook template on a laptop: a fictional broker's sample site.
The same Sketchbook template on a phone.
Sketchbook template. Sample site, fictional broker.

Plans from $49 a month

Priced per brokerage. An application is one client file, however many documents they send.

Essentials

Solo brokers getting started

49 Canadian dollars per month

$9.80 per application

490 Canadian dollars per year · 2 months free

Start now
5 applications / month

$15 per extra application

60 applications / year

Use them any time in the year · $15 per extra application

  • Your branded upload page, in English and French
  • Files read, renamed for lenders and sorted
  • Qualifying income, sent to Finmo when you approve

Most popular

Growth

Busy brokers who want a modern website

129 Canadian dollars per month

$8.60 per application

1290 Canadian dollars per year · 2 months free

Start now
15 applications / month

$15 per extra application

180 applications / year

Use them any time in the year · $15 per extra application

  • Everything in Essentials, with 15 applications a month
  • A Modern website on your own domain
  • Your logo and domain on the upload page

Pro

Top producers who want answers faster

199 Canadian dollars per month

$9.95 per application

1990 Canadian dollars per year · 2 months free

Start now
20 applications / month

$15 per extra application

240 applications / year

Use them any time in the year · $15 per extra application

  • Everything in Growth, with 20 to 100 applications a month
  • All 8 templates, Premium included
  • Lender comparison, document checks, 3 users

Custom

Brokerages and teams

Let’s talk

Quoted for your brokerage

Talk to us

Your whole team and your volume, with onboarding for your people. Some team features are on our roadmap; your quote says which are ready.

Priced per brokerage: one account, one upload link. Essentials and Growth include 1 user; Pro includes 3. Need your whole team? Custom adds every agent.

Compare plans

Prices in CAD, plus applicable taxes. An application is a new client, no matter how many documents they upload. Monthly plans include their applications each month; yearly plans include the whole year’s applications up front, to use any time in the year.

Compare every feature Not sure? Book a 20-minute demo