Mortgage brokers

Less admin,
more files submitted.

AI tools built for mortgage brokers: collect documents, follow up with clients, and validate files — automatically.

80%

reduction in administrative time

3x

more files processed per broker

0

missing documents at submission

Adopted by professionals at
How it works

From first contact to submitted file

Book a demo
1

Your smart website attracts the right prospects

Be found on Google and in AI engine through SEO and GEO (Generative Engine Optimization) — from day one! WelcomeAI manages your website, creates your blog articles, publishes your content on your social media, and makes updates automatically. Zero agency, zero complex tools.
AI-powered Website
SEO and GEO Optimisation
Social Media Sync
WelcomeSpaces AI-powered smart website for real estate professionals, displaying a broker’s profile, featured listings, and virtual assistant with preset questions — built to increase lead conversion and save time.
2

A secure client portal — your competitive advantage

From the very first contact, your client accesses their own space: messaging, video calls, and encrypted document sharing — all in one place, from any device. A simple and intuitive experience for your client.
SOC 2 Security
Data Hosted on Canadian Servers
Encrypted Communications & Data
Client portal interface showing communication between a real estate broker and clients, including document sharing, listing URL, and recent file uploads — streamlining collaboration on the WelcomeSpaces platform.
3
NEW

Receive the right documents the first time — no manual follow-up needed

AI prepares a personalized document checklist based on your client's profile, follows up on your behalf, and validates each document upon receipt. Wrong document? It is instantly rejected with a clear explanation. No more back-and-forth.
Smart Document Request
AI Validation
Automated Follow-ups
Document request checklist showing required documents for Monica Hall and Richard Hendricks with checkmarks for completed items.Interface showing 3 missing documents and 1 to correct; a highlighted message for T4 - 2025 states a payslip document is uploaded but a 2025 T4 is required with an option to replace the file.
4

Stop wasting time chasing your clients

Automatic follow-ups sent to your clients, a daily summary of your file status. Your AI assistant notifies you when your approval is required, confirms every follow-up sent, and keeps you in the loop.
Automatic Follow-ups
Notification System
Smart Alerts
5
NEW

PDF Workbench: No more manual assembly — your files prepare themselves

Automatically assemble your documents according to lender requirements, compress PDFs, apply the correct naming convention, and generate a complete and compliant file. Zero double entry, zero wasted time, and accelerated compliance.
PDF Assembly with Tempates
Automatic Compression
Standardized File Names
Document upload interface showing seven PDF files selected for refinancing dossier by Xavier Larue.
Trust and security

Built for Canadian financial standards.

Designed by financial-sector operators who understand the regulatory requirements in Québec and Canada. The short version, in writing:

Data residency
100% hosted in Canada — Montréal and Toronto
Encryption
Encrypted at rest and in transit, end to end
Access control
2FA enforced, role-based permissions per file
Privacy law
PIPEDA and Québec Law 25 compliant
Certification
SOC 2 — independently audited controls
In their words

Trusted by mortgage brokers.

What mortgage professionals are saying after adopting WelcomeSpaces.

“Fantastic platform with an amazing team and impeccable service.”

Portrait of a young man with curly hair wearing a brown suit jacket and white shirt against a dark background.Mickael BissonMortgage broker

“Uploading documents is quick, secure, and very easy to use. It really makes managing files much smoother on a daily basis.”

Portrait of a man with dark hair wearing a black collared shirt against a gray background.William SaindonMortgage broker

“Their team is extremely responsive, open-minded, and, above all, attentive to their clients’ needs.”

Man with neatly styled hair wearing a dark blazer and blue shirt, standing with hands clasped.Guillaume JanelleMortgage broker

“The website is incredibly well-designed and allows users to easily change elements themselves. Since its creation, I’ve received significantly more inquiries.”

Smiling man with dark hair wearing a black blazer and white shirt against a black background.Alexandre LafitteMortgage broker

“An intuitive, constantly evolving, and easy-to-use platform! Welcome Spaces is responsive to our needs.”

Jean François Boucher, Mortgage Broker, Multi-prêts HypothèquesJean François BoucherMortgage broker

“Most importantly, our brokers save a tremendous amount of time every day and can finally focus their energy on what really matters… their clients.”

PretsHypotheque ca logoPretsHypotheque caMortgage brokers

“They’re at the forefront of today’s technology and always striving for perfection to meet our needs and serve us.”

Smiling woman with long, wavy blond hair wearing a gray blazer and light makeup against a gray background.Nathalie BeaulieuMortgage broker

“I love my new website and its clever design. I’m getting to grips with it slowly but surely, and I have incredible support from the team. I highly recommend it for people in the brokerage industry!”

Portrait of Nathalie MorissetteNathalie MorissetteMortgage broker

“Fantastic platform with an amazing team and impeccable service.”

Portrait of a young man with curly hair wearing a brown suit jacket and white shirt against a dark background.Mickael BissonMortgage broker

“Uploading documents is quick, secure, and very easy to use. It really makes managing files much smoother on a daily basis.”

Portrait of a man with dark hair wearing a black collared shirt against a gray background.William SaindonMortgage broker

“Their team is extremely responsive, open-minded, and, above all, attentive to their clients’ needs.”

Man with neatly styled hair wearing a dark blazer and blue shirt, standing with hands clasped.Guillaume JanelleMortgage broker

“The website is incredibly well-designed and allows users to easily change elements themselves. Since its creation, I’ve received significantly more inquiries.”

Smiling man with dark hair wearing a black blazer and white shirt against a black background.Alexandre LafitteMortgage broker

“An intuitive, constantly evolving, and easy-to-use platform! Welcome Spaces is responsive to our needs.”

Jean François Boucher, Mortgage Broker, Multi-prêts HypothèquesJean François BoucherMortgage broker

“Most importantly, our brokers save a tremendous amount of time every day and can finally focus their energy on what really matters… their clients.”

PretsHypotheque ca logoPretsHypotheque caMortgage brokers

“They’re at the forefront of today’s technology and always striving for perfection to meet our needs and serve us.”

Smiling woman with long, wavy blond hair wearing a gray blazer and light makeup against a gray background.Nathalie BeaulieuMortgage broker

“I love my new website and its clever design. I’m getting to grips with it slowly but surely, and I have incredible support from the team. I highly recommend it for people in the brokerage industry!”

Portrait of Nathalie MorissetteNathalie MorissetteMortgage broker