How It Works
Three steps, agreed in writing.
A deliberate process so both sides know exactly what is being reviewed, what will be delivered, and who is responsible for what.
- 1
Step 1
Submit your request
Provide your contact details, brokerage information, province, required service, approximate monthly file volume, and a brief description of the support you need.
Do not send borrower documents or personal information through the public form.
- 2
Step 2
Confirm scope and terms
We confirm the service, fee, required information, responsibilities, and expected delivery timeframe before accepting the assignment.
Nothing begins until scope and fee are agreed in writing.
- 3
Step 3
Receive your file support
We review the materials securely supplied through the agreed channel and deliver the agreed review, checklist, or organised package.
Delivery timing depends on receiving complete materials.
Responsibilities
You keep the client relationship.
The agent retains responsibility for borrower communication and document collection. We do not provide borrower chasing or client-facing sales calls as part of the standard service.
Agent / brokerage
Borrower contact, document collection, advice, lender submission, and all regulated brokerage activities.
Underwriting Support
Reviewing what you supply, calculating ratios, flagging gaps, and organising notes, checklists, and packages.
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.