AI and automation for mortgage brokers Brokering, without the paperwork.
AI qualifies your leads, gathers the documents and prepares your files. You advise.
For mortgage brokers in Québec
DeepFlow is Québec-built AI and automation software for mortgage brokers. It qualifies leads by text, collects and checks client documents, calculates GDS and TDS ratios, prepares the compliance file and follows up with clients at renewal, feeding the broker’s CRM and MortgageBOSS.
From the first text to the next renewal.
Before the meeting: Leads arrive qualified.
An AI assistant texts your prospects, asks the right questions and books the appointment.
- Qualification by text
- Smart form and borrowing-capacity estimate
- Synced with your CRM and MortgageBOSS
Learn more about the AI assistant
Document collection: Documents gather themselves.
Your clients use a simple mobile portal. The AI reads, checks and sorts each document as it arrives.
- Protected client portal (FR/EN)
- AI checks every document (legibility, year, name)
- Automatic reminders for missing documents
Learn more about document collection
File analysis: Analysis ready for your review.
Data is extracted from the documents. Focus on interpretation and advice, not data entry.
- Income, debts and down payment in one place
- Automatic GDS / TDS ratio calculation
- Your choice of income calculation method
Learn more about GDS and TDS calculation
Compliance made easy: A frictionless compliance file.
Don’t start from scratch. The file builds itself throughout the process, ready to submit to your brokerage.
- Supporting documents sorted and attached to the file
- File notes drafted with AI assistance
- Compliance checklist and communication log
After funding: Clients come back at the right time.
DeepFlow watches rates and your portfolio to trigger the perfect follow-up, before their bank even does.
- Renewals and mortgage anniversaries
- Opportunity alerts (mortgage break, rate lock-in)
- Automatic Google review request at closing
Brokers who took their time back.
“I easily save 10 to 15 hours a week.”
“A game changer for my business.”
“They brought every one of my ideas to life.”
Choose how far to automate.
Every plan includes full document collection and file analysis. Add portfolio follow-up, then the AI assistant by text.
Essentials
Your files complete themselves. Ideal if you want to stop chasing clients for their documents.
New files per month: 6
Included:
- Smart form and summary
- Potential score for every lead
- Secure client portal (FR/EN)
- AI document sorting
- Reminders for missing documents
- GDS / TDS ratio calculation
- Compliance preparation
Growth
Your portfolio works for you. Ideal if your portfolio already has clients to follow up with.
New files per month: 20
Everything in Essentials, plus:
- Renewal reminders
- Mortgage break alerts
- Rate lock-in alerts
- Mortgage anniversaries
- Continuous portfolio monitoring
Complete
Your leads arrive qualified, appointment booked. Ideal if you receive a lot of inquiries to qualify.
New files per month: Unlimited
Everything in Growth, plus:
- AI assistant by text
- Qualification of every lead
- Automatic appointment booking
What’s included in each plan
- Turnkey setup. We configure, connect and test everything. There’s nothing for you to code.
- No long-term commitment. Cancel anytime with 30 days’ notice.
- A file counts only once. Co-borrowers and reminders don’t use up your quota.
No CRM yet? We can set one up for you, as an option. See CRM integration.
Frequently asked questions
What’s automatic, and what do I approve?
DeepFlow sorts the documents, extracts the data and prepares the GDS/TDS calculations. Uncertain cases are flagged to you. You keep the decision on analysis, recommendation and compliance.
How do my clients send their documents?
Through a portal that works on a phone or a computer, in French or English, protected by a verification code. They see what’s requested and what’s missing.
Does it take long to set up?
No. We customize your form, connect your systems (your CRM, MortgageBOSS), test everything and launch. There’s nothing for you to code.
Is my data secure?
It’s encrypted at rest and in transit. Never sold, never used to train AI models. An agreement that complies with Law 25 is signed with each broker.
How are my files counted?
A file counts only once, when its document collection starts. Co-borrowers and reminders don’t count. Your quota renews every month.
Try it with your next file.
A free discovery call. You speak directly with the person who will build your system.