What manual work costs you every week
Lost hours don't show up in your commissions — they show up in the files you never had time to work on.
You're losing time on the wrong tools.
Stop working harder. Work smarter.
- Spreadsheets to compute GDS/TDS ratios
- Chase emails for every missing document
- No visibility on your deal pipeline
- Mortgage insurance premiums recalculated by hand
- No way to find a 2021 client's history
- No production report for your meetings
« There is a better way to work. »
The real cost of manual work
Every week, your brokerage pays an invisible tax.
It isn't the deals that wear you out — it's everything around them: re-typing, chasing documents, spreadsheets that no longer agree.
6 hrs
a week re-entering data
The same incomes, debts and addresses typed into a spreadsheet, a lender form, then an email.
1 file in 4
stalled on missing documents
A missing T4, a forgotten down-payment proof: the file sleeps while the client starts shopping elsewhere.
48 hrs
before the first answer
By the time the ratios are redone by hand, another broker has already sent a pre-qualification.
0
visibility on your pipeline
On Monday morning you can't say which files close this month, or how much commission is at stake.
None of this is a talent problem. It's a tooling problem.
“Yes, but...”
The three hesitations we hear most often.
“I don't have time to learn a new tool.”
The trial starts in a few minutes and setup happens on your own files. Most brokers build their first complete file the same day.
“My data is already in another CRM or Excel.”
We can bring over your files, contacts and useful data from another CRM, Excel or CSV. For brokerages and networks, the migration is prepared and validated with your team.
“Does it respect my obligations?”
GDS/TDS ratios, FCAC stress test, D-9.2, r.19 retention and Canadian data hosting for Quebec Law 25. CourtierIQ remains management software, not legal advice.
Stop the leak
How many deals have you lost to poor follow-up?
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