Service A
File Review
C$150
Proposed starting price per file
An independent second look at a file before you decide how to proceed with it.
Mortgage Operations Support
Better-prepared mortgage files. Less administrative work.
Administrative underwriting and document-review support for Canadian mortgage professionals. Get help organising files, reviewing documentation, identifying gaps, and preparing submission-ready packages—while you stay in control of your client relationships.
B2B only · For agents, brokers & brokerages in Canada
The problem
Back-office work shouldn't slow down good files.
01
File preparation takes time
Hours spent organising documents are hours not spent on clients, referral partners, and growing your business.
02
Incomplete files cause back-and-forth
Missing or unclear documentation leads to avoidable rounds of requests with lenders and borrowers.
03
Complex income needs careful review
Self-employed income, multiple sources, and layered liabilities demand a methodical second look.
04
Conditions need to be tracked
Outstanding conditions must be organised and checked against what has actually been supplied.
How we fit in
An extension of your brokerage's back office.
We handle
- Document and income review
- Ratio calculations
- Gap and risk identification
- File organisation and notes
- Conditions matching
You retain
- The borrower relationship
- Borrower communication
- Document collection
- Lender submission decisions
- All regulated brokerage activities
Powered by purpose-built software
Support backed by the BrokerMindAI platform.
This service is an affiliated service of BrokerMindAI, whose underwriting workspace organises document registries, income calculations, compliance checks, and conditions tracking. The same structure drives the reviews, checklists, and packages we prepare for your files.
Services & launch pricing
Three focused services, fixed fees.
Prices shown are proposed launch starting prices. Complex or non-standard files may require a written quote, and any additional work is agreed and priced before it begins.
Service BCore service
Underwriting & Submission Package
C$225
Proposed starting price per file
Our core service: a reviewed, structured, organised file ready for your review and submission.
Service C
Conditions Fulfilment
From C$100
Proposed starting price per file
Help organising the response to outstanding lender conditions once a file is in progress.
Fees are fixed for the agreed work and are not tied to whether a mortgage funds. Fees for work already completed remain payable if a borrower withdraws, a file is declined, or a transaction does not fund.
See full scope and deliverables →How it works
A simple, scoped process.
- 1
Submit your request
Tell us about your brokerage, the service you need, and your typical volume.
- 2
Confirm scope and terms
We confirm service, fee, required information, responsibilities, and timeframe before accepting.
- 3
Receive your file support
We review the materials you securely supply and deliver the agreed review, checklist, or package.
Have a file that needs a careful review?
Tell us about your brokerage and the support you need. We confirm scope and fees before any work begins.