The smarter way to close.
Every client gets a branded, self-serve portal with their application status, documents, scenarios, qualification, your team and live lender offers — all in one place.
Status updates, document chases and "just checking in" emails are eating your week.
Endless Status Calls
Clients keep asking where things stand because they have no visibility into the deal.
PDF Ping-Pong
Documents collected over email, lost in threads, never quite complete when the lender asks.
No Wow Moment
Your file ends up looking like every other broker's — no brand, no team showcase, no edge.
The client portal fixes all three.
Clients always know where their deal stands.
No more 'just checking in' emails. An always-on timeline shows the current stage, percent complete, and exactly what happens next — so your phone stops ringing for status updates.
- Live progress bar with every milestone
- Current stage and next milestone surfaced at the top
- Branded, friendly explanations for every step
- Auto-updated as you move the file in your pipeline
Let clients shop with real numbers.
You lock the income, debts, rate and stress-test — clients adjust purchase price, down payment, taxes and condo fees. Live GDS/TDS ratios tell them instantly if the home qualifies, before they write an offer.
- Broker-locked baseline — clients can't break the math
- Live GDS and TDS with green / yellow / red guidance
- CMHC insurance and stress-test built in
- Cuts down on bad offers and emergency phone calls
Side-by-side options, explained in plain English.
Compare up to three scenarios — purchase, refinance, or renewal — with max purchase price, monthly payment, penalty math and full closing-cost breakdowns. Clients self-serve the answer to 'what if?'
- Purchase, refinance and renewal scenarios
- Conventional vs. insured, term and amortization clearly tagged
- Sale-proceeds and closing-cost breakdowns built in
- Rate options with payments and max mortgage per term
Your full team — one tap away.
Put your underwriter, realtor and lawyer front and center on every deal. Clients see who's working for them, with one-tap email or call, plus your bio, story and reviews building trust on autopilot.
- Team lead, advisors and additional partners in one view
- One-tap email or call straight from the card
- Bios, specialties, awards and reviews build instant trust
- Showcase realtor and lawyer partners on every file
Document collection that actually finishes.
Per-borrower checklists, clear approval status, search and progress tracking. Clients upload from desktop or the My Mortgage Toolbox app — you stop chasing PDFs over email.
- Per-borrower checklists with live completion %
- Outstanding, submitted and approved states at a glance
- Upload from web or the My Mortgage Toolbox mobile app
- Notes and follow-ups attached to every document
Live lender offers, presented like a pro.
Show personalized offers from top lenders side by side — payment, rate, prepayment penalty, payment privileges and pros. Clients pick with confidence; you close with less back-and-forth.
- Compare up to 5 personalized lender offers
- Fixed and variable, with payment and rate breakdowns
- Estimated prepayment penalty and payment privileges shown
- Toggle monthly, bi-weekly and accelerated views
Branded for you. Loved by clients.
Fully Branded
Your logo, your colours, your bio — clients see your brand, not ours.
Mobile-First
Works beautifully on desktop and the My Mortgage Toolbox app.
PIPEDA-Compliant
Hosted in Canada, encrypted in transit and at rest, audit-trail built in.
Give every client the experience they expected from day one.
Spin up your branded client portal in minutes. Stop chasing documents and status updates — start closing.