Deals and calculations
Give the client an answer before you hang up.
Enter the numbers once: borrowing capacity, stress test and profitability update live.
≈ 2 hrs per fileSee the proof✦ For mortgage brokers in Quebec and across Canada
Move more
mortgage files
without longer days.
CourtierIQ brings your pipeline, calculations, documents and follow-ups into one CRM built for Canadian mortgage brokering. Switching tools? We can migrate your existing data.
- ✓ An answer for the client before you hang up
- ✓ Your documents read and filed for you
- ✓ No deal forgotten along the way
- ✓ Every file inspection-ready
- ✓ Your data stays in Canada
Product demo
See CourtierIQ in action
Seven minutes to see a file go from first call to approval.
Demo video coming soon
Reserved slot for your YouTube video.
The red thread
What you get back every week.
CourtierIQ doesn't sell you functions — it hands you hours. Here is where they come back, starting week one.
6 hrs a week
You stop re-typing anything.
Income, debts and addresses are captured once, then feed the math, the applications and the reports.
4 hrs a week
Documents arrive without you chasing them.
Clients upload in their portal; the checklist updates itself and tells you when the file is complete.
2 days ahead
You answer the client before your competitors do.
Ratios, stress test and borrowing capacity appear during the call, not the next day.
1 evening a month
Month end takes two clicks.
Production, commissions and conversion are already computed and ready to export as a PDF.
That's more than a full workday handed back every week — without hiring anyone.
Exclusive to CourtierIQ
Ask the Lender Assistant. Get a sourced answer.
Ask your question in plain language, the way you'd ask an account manager. The assistant queries the indexed underwriting guides and answers with the exact source.
- Plain-language answers on lender underwriting policies
- Every answer cites the guide and section it used
- Non-standard profiles: self-employed, commission income, newcomer, rental
- No more three phone calls and PDF screenshots to validate a case
Switch tools, keep your history
Your old CRM no longer holds you back.
CourtierIQ can bring over your data from another CRM, Excel or CSV files. Your active files, contacts and useful information follow you into your new workspace.
- Data review before import
- Guided migration for brokerages and networks
- Validation before you go live
Start free for 14 days with no card. We prepare the migration with you.
What you gain, module by module.
Every block starts from a result for you — not a feature list. The proof follows in one sentence.
Artificial intelligence
Clear your document pile without reading it line by line.
AI reads pay stubs, notices of assessment and statements, fills the file and leaves you to validate.
≈ 40 min per fileSee the proofAutomation and follow-up
No deal dies in silence.
Every stage triggers the right follow-up and task, and you see at a glance what's stuck.
≈ 4 hrs a weekSee the proofReporting and steering
Know Monday morning which commissions land.
The dashboard adds up production, conversion and commissions live, exportable as a PDF.
1 evening a monthSee the proofClient portal
Clients do the legwork while you keep selling.
They track progress and upload their own documents, in French or English.
≈ 12 emails per fileSee the proofCompliance and governance
Sleep easy: every file is inspection-ready.
Full history, automated regulatory retention and data hosted in Canada.
0 missing filesSee the proofFilogix moves your files. Finmo and Velocity track them. Nobody analyzes them for you — until now.
The math, the qualification, and the reading of documents are still manual work, done under pressure. That's what CourtierIQ takes off your plate.
What no CRM or Filogix does for you
GDS/TDS ratios and FCAC stress test, calculated automatically
This is where you make mistakes under pressure — a rushed file, a client on the phone — and a qualification error costs you credibility with lenders. Filogix moves the file; it doesn't qualify it for you.
Automatic document reading (OCR + AI)
A checklist that checks itself off the moment a document arrives, extracts its content, and follows up with the client if it's late. A CRM tells you a file was uploaded — it doesn't tell you what's in it.
Investment profitability analysis (Cap Rate, DSCR, cashflow)
What sets you apart from a broker who only does residential. Produce a real investment analysis in minutes, during the meeting, instead of building a spreadsheet afterward.
Comparative scenarios (conservative / base / upside)
Show an investor the impact of a rate increase or higher vacancy before they sign. No pipeline tool runs this calculation.
An assistant that knows lender underwriting guidelines
Every lender has its own rules, which change often — digging through a 40-page PDF mid-call with a client isn't realistic. Ask the question, get the answer with its source.
Lender presentation note, generated automatically
Writing a convincing note for the underwriter takes time you don't have on a rush file — and Filogix doesn't write anything, it just moves attachments.
Maximum borrowing capacity, calculated on the spot
The client asks “how much can I borrow?” within the first five minutes. Answering right away with a defensible number, instead of “I'll get back to you,” keeps them from going to a faster competitor.
Stay-vs-refinance scenario at renewal
When a client is approaching renewal, pull up in a few clicks what staying with their current lender would cost versus refinancing at another rate — a concrete, calculated argument, not a rough guess.
Investor portfolio detected automatically
A client who already has 2 properties financed with you is a refinancing or cross-sell opportunity — CourtierIQ spots it on its own across your files, even if you weren't the one who handled the first one.
Plus, everything a good pipeline should do
Mortgage product comparator
Compare up to 4 lender offers side by side, stress test already applied, with the best option flagged.
Instant amortization schedule
Compare two scenarios side by side — two terms, or an accelerated payment (weekly/bi-weekly) — and show the exact gap in interest and payoff time, without recalculating by hand.
Multi-lender tracking
Every submission tracked separately, with its own reminders — nothing left waiting in limbo for a reply.
Lender decision received automatically (Finmo)
If you already submit through Finmo, the lender's response (approved, declined, conditions) flows into CourtierIQ automatically — you stay in control of when the client is notified.
Bilingual client portal
“Where's my file at?” is the question that interrupts your day the most. A portal where the client sees real-time status, in their language, cuts down on those interruptions.
Online appointment booking
The client books an open slot directly, no email back-and-forth.
Brokerage dashboard
Which files are stuck, which are near a deadline, where the month's pipeline stands — at a glance, not reconstructed by hand.
Commission tracking
Know what you're owed, and on which file, without reconstructing it yourself at month-end.
Meta and Google Ads integration
Ad leads land directly in your pipeline, ready to qualify — no paid lead lost in an inbox.
Lead capture widget for your website
A professional form on your own site, connected straight to your pipeline, with no developer needed.
Built-in Law 25 compliance
Access logging and client data request handling without rebuilding everything by hand for an audit — protection for your license, not a checkbox.
Role-based team access
Control exactly what each broker or assistant can see and change, so you can delegate with confidence.
Stop the leak
How many deals have you lost to poor follow-up?
Create your workspace in minutes and build your first real file.
14-day trial • No card required • Cancel any time
What if next week had one extra day in it?
Create your workspace now. If your files live in another CRM or Excel, we can prepare their migration too.
Start my free trial →14-day trial • No card required • Cancel any time