Custom software starts with the Software Plan at CAD 500, before tax: a map of your job and a fixed price for building it. Mapping the job here first is free, and every price is agreed in writing before any work begins.

What happens after I write?

Your message goes to Shrish. We talk about the job, then you get a written agreement saying what you get, what is not included, when it is ready and the price. Nothing is charged until you say yes.

Is this giving mortgage advice to my clients?

No. It handles the intake, the documents and the follow-up. Advice on lender fit and structure stays entirely with you, the licensed broker, and we design the software so it does not recommend a product.

Will it work with my lenders and CRM?

We plan it around the lenders you use and the tools you already have, not a platform you have to move to. We go through your real document lists and CRM when we map the job together.

All industries

Mortgage brokers

Stop chasing pay stubs by email.

Software can track the checklist, the reminders and the open conditions. The advice stays yours.

Deals stall while documents are chased. The intake itself is a known checklist: take the application, compare the documents with what the lender needs, and remind the client what is still missing. We can build software that does that part, with AI reading the messy uploads, so your time goes to the advice.

Map my workflow Or write to Shrish

How the job runs once it is built.

An example version, step by step. Of the 7 steps, software does 5 steps, AI reads or drafts 1, and a person decides 1. We map your own version with you before anything is built.

1Take the application detailsSoftware does it
2Build the document list for the lenderSoftware does it
3Read scanned and messy documentsAI reads or drafts it
4Remind the client what is still missingSoftware does it
5Add the file to your CRMSoftware does it
6Track each condition until it is metSoftware does it
7Advise on structure and lender fitA person decides

Your week, before and after.

Today

Emailing clients again and again for the same missing documents.
Typing application details into the CRM and each lender portal by hand.
Open conditions slipping because nobody is tracking the follow-up.
Reading messy statements and pay stubs to work out what is missing.

What it is built to do

Clients get a clear reminder for exactly what is outstanding, without you writing it.
You open a file and see at once what has arrived and what has not.
Application details are entered once and reused wherever they are needed.
Your day goes to advising clients rather than chasing paperwork.

Common questions.

What owners ask first, answered plainly.

What does it cost?: Custom software starts with the Software Plan at CAD 500, before tax: a map of your job and a fixed price for building it. Mapping the job here first is free, and every price is agreed in writing before any work begins. See every software price
What happens after I write?: Your message goes to Shrish. We talk about the job, then you get a written agreement saying what you get, what is not included, when it is ready and the price. Nothing is charged until you say yes.
Is this giving mortgage advice to my clients?: No. It handles the intake, the documents and the follow-up. Advice on lender fit and structure stays entirely with you, the licensed broker, and we design the software so it does not recommend a product.
Will it work with my lenders and CRM?: We plan it around the lenders you use and the tools you already have, not a platform you have to move to. We go through your real document lists and CRM when we map the job together.

Other kinds of business

See it on your own version of this job.

Map it for free, with no call and no sign-up. Or write to Shrish.

Map my workflow Write to Shrish