Same files, same volume, without the hours of data entry and follow-up.
The red thread
CourtierIQ doesn't sell you functions — it hands you hours. Here is where they come back, starting week one.
You stop re-typing anything.
Income, debts and addresses are captured once, then feed the math, the applications and the reports.
Documents arrive without you chasing them.
Clients upload in their portal; the checklist updates itself and tells you when the file is complete.
You answer the client before your competitors do.
Ratios, stress test and borrowing capacity appear during the call, not the next day.
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.
The same workday, two very different realities.
Today, without a dedicated tool
With CourtierIQ
Pre-qualification
Home-made spreadsheet, formulas copied from an old file, stress test redone by hand.
GDS/TDS and stress test computed live as you enter income.
Documents
Chase emails, files lost in the email thread.
Per-file checklist, Missing / Received / Validated statuses, client upload.
Investors
Profitability estimated by feel or in a second spreadsheet.
NOI, cap rate and DSCR computed, scenarios compared side by side.
Follow-up
Notes scattered across phone, notebook and inbox.
Visual pipeline by stage, scheduled activities, nothing slipping through.
Compliance
Hoping to find the 2021 file if a complaint arrives.
Automated retention, full history, data hosted in Canada.
Month end
An evening rebuilding a production report in Excel.
KPI dashboard and PDF report in two clicks.
The depth that closes deals
Once the conversation starts, these two modules are what win a real file.
Personal name or holding company: a number, not a hunch.
The simulator compares personal ownership against a holding company using Quebec corporate/dividend tax integration. You show the investor client the real after-tax gap, scenario by scenario.
The client uploads. The analysis starts on its own.
A file's financial documents are read, classified and summarized automatically: the checklist updates, the profitability analysis pre-fills and you immediately see what's missing. Your data-entry time disappears.
Calculations, compliance and automation, explained plainly.
Gestion
Counting how many files closed at month's end tells you nothing about your brokerage's real health. Here are the metrics that actually matter.
Gestion
Three lenders, three different timelines, three condition lists. Here's how to stay in control when a file is submitted to several institutions at once.
Automatisation
Most renewals get settled without the broker even finding out. Here's how to take back control of these files with automated reminders.
Create your workspace now. If your files live in another CRM or Excel, we can prepare their migration too.
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