� Your Personal Mortgage Document Organizer
Collect and store your tax slips, income statements, legal documents and all items needed to apply for a new mortgage, renew a mortgage, or buy another property. Everything at your fingertips when you need to print it off or show your lender.
🔒 100% Private — your files are stored only on YOUR device. Nothing is ever uploaded to the cloud.
Use the built-in Document Checklist Calculator — tell it whether you are buying, renewing, or refinancing, and it will show you exactly which documents your lender will need. Upload each one directly and export the full package to a USB stick or print it off for your bank appointment.
🏢 Lender-Ready Document Review — $199
Once you have collected your documents using the organizer, we offer a personal Lender-Ready Review service for a one-time fee of $199 CDN. We go through your complete document package with you, confirm nothing is missing, and make sure everything is in order before you walk into your bank, credit union, or mortgage broker — saving you delays, callbacks, and stress.
When your bank or lender is ready to partner with us directly, their approval process becomes even faster. We are working toward formal agreements with lenders where the document review cost may be covered entirely by the lender — at no cost to you.
* Standard appraisal fees and closing costs set by your lender will still apply.
Financial Calculators
Mortgage Calculator
Calculate monthly payments, interest rates, and amortization schedules
Open CalculatorComplex Calculator
Advanced financial modeling for sophisticated mortgage scenarios
Open CalculatorNet Worth Calculator
Track your assets and liabilities to calculate your total net worth
Open Calculator