KYC questionnaire, client agreement, and identity verification. In your branding. One session, five minutes, zero follow-ups. Signed documents delivered to your inbox automatically.
KYC form in one email. Client agreement in another. ID verification link from a third-party service. Sometimes a fourth email to get an e-signature, or worse, chasing your clients to complete because they're completely confused about what's been done and what hasn't. Is that the first impression you want to make?
Your brokerage needs completed KYC, a signed client agreement, and verified identity on file to satisfy FINTRAC. Every mortgage brokerage in Canada is required to have this. If your client hasn't finished all three steps, you can't work the file. Deals don't wait.
Three separate emails from different tools. No consistent branding. No clear flow. Your client doesn't know what's done and what isn't. You're the one chasing.
Complai replaces all of it with one branded link that fires automatically when your client submits an application.
When your client submits a mortgage application, Complai automatically sends them a branded compliance link. No manual step. No copy-paste.
KYC questionnaire, client agreement review and signing, and digital identity verification. All in one session, on any device, in about 5 minutes.
Completed KYC, signed agreement, and ID verification certificate. All PDFs, ready for your file. Before you've finished your coffee.
Mortgage purpose, employment, insurance, declarations. Customized for Canadian mortgage compliance.
Your agreement, your branding. Clients review, scroll, and sign on any device.
Government ID scan plus biometric selfie match. FINTRAC-compliant. Your client receives a copy of all compliance documents.
Optional marketing consent checkbox during the signing step. Timestamped and recorded on the client's session. Your CASL compliance, handled automatically.
Bank-grade security for your broker portal. Authenticator app required for every login.
$5
per check, billed monthly
If identity verification fails for a client, you get a full refund for that check. No questions asked.
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