MortgageCheck
Built for Canadian mortgage brokers
Stop losing leads to voicemail. Launch your AI intake in 3 minutes.
While you're in meetings, MortgageCheck greets every borrower, runs Canadian guideline math, and pushes structured PDF + CRM-ready notes to you and your underwriter the moment a lead finishes.
No signup required · No credit check · Cancel anytime
- Branded microsite with your photo, bio, and booking link—live in 3 minutes.
- Structured packets route to your CRM, inbox, and underwriter simultaneously.
- 24/7 intake means no lead waits for you to leave a meeting.
- Canadian guideline math stays current without rebuilding your site.
Client intake time
< 4 min
Average completion
Clients complete pre-qual on their own time, not yours.
Available
24/7
Always capturing leads
Nights, weekends, holidays—your intake never sleeps.
Questions handled
20+
Data points collected
Income, debts, credit, timeline—ready before your first call.
The math is simple
One extra deal pays for 32 months
At $49/month, MortgageCheck pays for itself the moment you close one deal you would have missed.
5–10
hours saved per week
No more manual intake calls or chasing missing info
$3,200+
value per closed deal
Average commission on a single funded mortgage
1 deal
pays for 32 months
One extra close covers your subscription for nearly 3 years
The real cost of not having always-on intake: Every lead that goes to voicemail while you're in a meeting is a potential $3,200+ commission walking to a competitor who answers first.
Always-on intake
Let MortgageCheck work when you're offline.
Spin up a future-proofed experience once and keep it running for every realtor referral, Instagram DM, or QR code scan that hits your business at 10 p.m.
Live in ≈3 minutes
Paste your bio, upload a headshot, and MortgageCheck spins up a branded subdomain, intro copy, and booking link before your coffee cools.
Always-on intake
Clients complete the AI flow while you're with other borrowers. You get SMS/email alerts plus a PDF packet so no lead ever waits overnight.
Future-proof compliance
Canadian guideline math, consent tracking, and content stay updated automatically so your site always feels modern and compliant.
Pipeline automation
Ready for your CRM, LOS, and next play.
Webhooks, email alerts, and structured PDFs keep Salesforce, Jungo, Pipedrive—or whatever you use—updated in real time so you never lose a lead because you were unavailable.
CRM + LOS friendly
Push every completion into the CRM or LOS you already use via secure webhooks and email summaries—think Salesforce, Jungo, Pipedrive, even a shared inbox.
Smart routing & nudges
Warm/Cold labels, instant notifications, and follow-up nudges keep your team in sync so nobody drops the ball.
Modern sales infrastructure
Themes and chat copy stay fresh without rebuilding landing pages, so you're always shipping the most current experience.
Product
Give prospects clarity in one elegant flow
Built with producing brokers so every handoff is intentional, compliant, and easy for underwriting to read.
Guided AI intake
Your link walks clients through the same discovery you'd run on a first call—price, down payment, income, debts—without you lifting a finger.
Instant guideline math
The engine runs Canadian GDS/TDS in the background and shows borrowers where they land relative to the 39/44% rails.
Broker-branded microsites
Each broker gets firstname-lastname.mortgage-check.ca with photo, intro copy, and booking links so realtors have one trusted link.
Structured lead packets
Every completion emails you and your underwriter a PDF summary, doc checklist, and transcript so your reply can be advice—not intake.
Partner confidence
Give your referrers something they love sharing.
Realtors, builders, and underwriting teams get consistent packets, clean math, and client-friendly language so they feel comfortable looping you in on every opportunity.
Realtor-ready link
Give agents a beautiful microsite they trust texting at open houses. Every lead lands in the same flow with your branding front-and-center.
Underwriter-first packets
Deals arrive with guideline math, liabilities, and transcripts packaged the same way every time so underwriting can underwrite faster.
Client clarity built-in
Borrowers see the same numbers you do, which means partners can hit forward on your PDF without worrying about mixed messaging.
Pricing
Start with one link, grow with your shop
Every plan includes unlimited conversations, your branded AI template, and structured PDF handoffs.
Solo Broker
$49
/month
Cancel anytime · No setup fee · No contracts
- Personal subdomain (firstname-lastname.mortgage-check.ca)
- Unlimited pre-qual conversations
- Client PDF + broker / underwriter summary
- Email notifications for you and the client
- Setup call to tailor your document checklist
Want to pause or cancel your plan? Visit mortgage-check.ca/cancel anytime.
FAQ
Questions brokers ask
How long does it really take to set up?
Under 5 minutes. You paste your bio, upload a headshot, and your branded site is live. No developers, no IT tickets, no waiting.
Will this replace my existing website?
No—it complements it. You get a dedicated intake link (firstname-lastname.mortgage-check.ca) that you can share anywhere. Your main site stays exactly as it is.
What if a lead needs something the AI can't handle?
The AI collects the basics and flags anything unusual. You get the full transcript so you can jump in with context. Complex scenarios still get your personal touch—just without the 15-minute intake call.
Is client data secure?
Yes. Data is encrypted in transit and at rest. We never collect SINs or run hard credit checks. You own the data, and we're compliant with Canadian privacy requirements.
Can I cancel anytime?
Absolutely. No contracts, no cancellation fees. Visit mortgage-check.ca/cancel and you're done. We'll even export your lead data if you ask.
Does it work with my CRM?
Yes. We support webhooks for Salesforce, Jungo, Pipedrive, and most modern CRMs. You also get email summaries that work with any inbox-based workflow.
Still have questions? Get in touch
Ready to stop losing leads to voicemail?
Join producing brokers across Canada who are closing more deals with always-on AI intake. Set up takes 3 minutes. Cancel anytime.
No signup required · No credit card until you're ready · Setup call included
This AI estimate is for education only and not a commitment to lend. Rates and payments may change based on underwriting.