The compliance-grade
broker workflow.
MortgageMate gives Canadian mortgage brokerages risk-aware deal review, red-flag visibility, AI advisory summaries with broker-final say, and audit-ready records — without leaving the workflow your brokers already know.
The old way of processing mortgages is broken.
Endless Data Re-entry
Spending hours re-typing the same client information into dozens of different forms?
Fear of Compliance Mistakes
Worried that a single typo on a compliance document could delay a closing or trigger an audit?
Lost Client-Facing Time
Losing valuable client-facing time to tedious, soul-crushing administrative work?
MortgageMate.ai: Compliance-grade broker workflow
Built for the way Canadian brokerages actually work
- Client uploads. AI extracts. Your client uploads their commitment letter and credit application. AI-assisted extraction produces a borrower, property, and pricing draft for the broker to verify — never approve — before anything moves forward.
- Risk badges. Red flags. Morty guidance. Every deal lands on the broker dashboard with a Low / Medium / High risk score, plain-English red-flag explanations on high-risk deals, and Morty guidance that is always advisory and always overridable. The broker is the decision-maker, by design.
- Audit-ready by default. Every login, document view, risk-score change, and AI output is logged for compliance reviews. The architecture is built to support FINTRAC and PIPEDA obligations as those layers roll out.
New helper preview
Meet Morty, your MortgageMate helper.
Morty is a friendly pixel-art guide for AI-assisted moments: document gaps, compliance next steps, generated forms, and broker workflow coaching. Cute, but careful — Morty never makes legal or compliance decisions for you.
See Morty in demo
Morty is an AI helper. Brokers and compliance officers make the final decisions.
Everything you need
Powerful tools designed for the modern mortgage professional.
Risk-aware broker workflow
Surface Low, Medium, or High deal scoring on every application so brokers can prioritize review steps and document judgment calls consistently.
Red-flag visibility
Give brokers an examiner-style view of missing details, mismatched data, and policy concerns before a package is submitted.
AI advisory, broker decides
MortgageMate's AI surfaces deal summaries, document gaps, and examiner-style questions — and shows the same disclaimer everywhere: AI output is advisory only. Brokers make every decision.
Multi-tenant brokerage isolation
Each brokerage owns its data. Users, deals, applicants, and audit records are scoped to your brokerage at the database layer — never leaked across tenants. Row-level security lockdown roadmapped for V31.5.
Audit-ready by design
Every login, document view, risk-score change, and advisory AI output is logged for compliance reviews; the broker remains the decision-maker.
Smart PDF Extraction
AI-assisted extraction produces advisory borrower, property, and pricing drafts from commitment letters; the broker remains the decision-maker before anything moves forward.
Digital Signatures
Collect e-signatures from clients and brokers through a Dropbox Sign-powered workflow. Status tracking in one dashboard.
Compliant Forms
Generate Form 10, Cost of Credit, and AML documents aligned with Canadian and BC mortgage standards.
Pricing
Pick the tier that fits your book. Cancel anytime.
Basic
For solo brokers getting started with automation.
- Up to 10 deals per month
- AI document extraction
- AI advisory pane (advisory only — broker remains decision-maker)
- Compliant Form 10, Cost of Credit, and AML generation
- E-signatures via Dropbox Sign
- Risk badges on every deal (Low / Medium / High)
- Email support
Pro
For working brokers running a full book of deals.
- Everything in Basic
- Unlimited deals
- Priority extraction queue
- Bulk client invites
- Red-flag visibility on every high-risk deal
- Cross-tenant brokerage admin (multi-team support)
- Audit log export
- Priority support
Enterprise
For multi-broker brokerages and lenders that need custom compliance terms.
- Everything in Pro
- Custom volume pricing
- Dedicated customer success manager
- Multi-tenant brokerage isolation + SSO (Google + email magic link; SAML/OIDC on roadmap)
- FINTRAC-aligned audit log export
- Custom compliance workflows
- SLA
Built for the Canadian mortgage regulatory landscape