For Canadian mortgage agents
Every deposit, accounted for.
Upload a client's statements. We match transfers between their accounts, flag the deposits that need a documented source, and produce a report plus marked-up statements your underwriter can follow.
Start a client fileFunds identified
$184,350
Traced$35,000 into Savings ****4810 — from Chequing ****3092
Needs source$12,500 e-Transfer into Chequing ****3092
ReviewSavings ****4810 covers only 6 days