One flat price per brokerage. No charge per document.
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Solo brokers getting started
49 Canadian dollars per month
$9.80 per application
490 Canadian dollars per year · 2 months free
$15 per extra application
Use them any time in the year · $15 per extra application
Most popular
Busy brokers who want a modern website
129 Canadian dollars per month
$8.60 per application
1290 Canadian dollars per year · 2 months free
$15 per extra application
Use them any time in the year · $15 per extra application
Top producers who want answers faster
199 Canadian dollars per month
$9.95 per application
1990 Canadian dollars per year · 2 months free
289 Canadian dollars per month
$9.63 per application
2890 Canadian dollars per year · 2 months free
449 Canadian dollars per month
$8.98 per application
4490 Canadian dollars per year · 2 months free
599 Canadian dollars per month
$8.56 per application
5990 Canadian dollars per year · 2 months free
829 Canadian dollars per month
$8.29 per application
8290 Canadian dollars per year · 2 months free
$15 per extra application
$15 per extra application
$15 per extra application
$15 per extra application
$12 per extra application
Use them any time in the year · $15 per extra application
Use them any time in the year · $15 per extra application
Use them any time in the year · $15 per extra application
Use them any time in the year · $15 per extra application
Use them any time in the year · $12 per extra application
Brokerages and teams
Let’s talk
Quoted for your brokerage
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 plansPrices 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
| Feature | Essentials | Growth | Pro | Custom |
|---|---|---|---|---|
| Documents | ||||
| Secure client upload portal | Included | Included | Included | Included |
| Files renamed to each lender’s rules | Included | Included | Included | Included |
| Deals sent to Finmo (Velocity soon) | Included | Included | Included | Included |
| Your logo and domain on the upload page | Not included | Included | Included | Included |
| Document fraud-signal checks | Not included | Not included | Included | By agreement |
| Website | ||||
| Modern website from our templates | Not included | Included | Included | Included |
| Premium templates with signature motion | Not included | Not included | Included | Included |
| Premium calculator: mortgage insurance, accelerated payments, schedules and charts | Not included | Not included | Included | Included |
| Websites for every agent, one brokerage look | Not included | Not included | Not included | Roadmap |
| Qualification | ||||
| Income qualified with lender rules | Included | Included | Included | Included |
| Debt ratios (GDS and TDS) at the qualifying rate | Included | Included | Included | Included |
| Lender suggestions with rates, and your preferred lenders | Not included | Not included | Included | Included |
| Income compared across lenders, side by side | Not included | Not included | Included | Included |
| Custom rules for your preferred lenders | Not included | Not included | Not included | Roadmap |
| Team and support | ||||
| Applications per month | 5 | 15 | 20–100 | Volume |
| Each extra application | $15 | $15 | $15 ($12 on Pro 100) | In quote |
| Users | 1 | 1 | 3 | Your whole team |
| Setup | 1 Zoom call | 1 Zoom call | Zoom call, 2 revisions | Dedicated onboarding |
| Owner dashboard across all agents | Not included | Not included | Not included | Roadmap |
| CRM and system connections | Not included | Not included | Not included | Roadmap |
| Support | Priority | Dedicated contact | ||
Secure client upload portal
Files renamed to each lender’s rules
Deals sent to Finmo (Velocity soon)
Your logo and domain on the upload page
Document fraud-signal checks
Modern website from our templates
Premium templates with signature motion
Premium calculator: mortgage insurance, accelerated payments, schedules and charts
Websites for every agent, one brokerage look
Income qualified with lender rules
Debt ratios (GDS and TDS) at the qualifying rate
Lender suggestions with rates, and your preferred lenders
Income compared across lenders, side by side
Custom rules for your preferred lenders
Applications per month
Each extra application
Users
Setup
Owner dashboard across all agents
CRM and system connections
Support
Roadmap Being built. Not part of any plan yet; a Custom quote says when it is ready.
Pro checks the information read from your documents for possible inconsistencies and flags what needs verification. You review the evidence and record explanations. Essentials and Growth do not include these checks; Custom access is confirmed in your quote.
Questions
Monthly or yearly, in advance, in Canadian dollars (CAD). Essentials is $49 a month or $490 a year; Growth is $129 a month or $1,290 a year; Pro is $199 to $829 a month (20 to 100 applications) or $1,990 to $8,290 a year. Paying yearly costs the same as 10 months. Terms, billing
Yes. It renews each month, or each year if you pay yearly, until you cancel. Terms, billing
Yes. Cancelling takes effect at the end of your current billing period, and you keep access until then. Fees already paid aren’t refunded, except where the law requires it or we charged you in error. Read the Terms
No. Prices are plus applicable taxes, such as GST, HST, PST or QST, based on your billing location.
An application is a new client, no matter how many documents they upload. A returning client doesn’t count again. On a monthly plan you get your plan’s applications each month, and the count resets at the start of the next month. On a yearly plan you get the whole year’s applications up front (12 × the monthly number) to use any time in the year. We email you when you’ve used them, and each extra application is added to your next invoice at your plan’s extra-application price. Terms, plans
Per brokerage. Each plan is one account with one upload link. Essentials and Growth include 1 user and Pro includes 3, so a broker and an assistant fit on Pro. For more people, Custom covers your whole team.
Yes. The account owner can move up any time in Settings > Billing & plan: the change is immediate and you pay the difference for the rest of your billing period. To move down, contact us; it takes effect at your next billing period. Terms, section 7
No. Your subscription starts when you pay, and you can cancel any time. Want to see it first? Book a 20-minute call and we’ll walk through a sample file with you. Book a 20-minute call
No. Every plan is a flat price for a number of applications, however many documents your borrowers upload.
Get started
Most brokers start with Growth. Prefer to see a sample file first? Book a 20-minute call.