Obtain all your clients tax documents
in minutes
If you are a mortgage broker, you know how frustrating it can be to keep track of document collection.
At FileComplete, we offer a comprehensive tax document recovery service to free you from this tedious task. The way it works is simple: we send your client a written secure authorization request allowing us to collect them in accordance with the CRA.
With our affordable monthly plan, you’ll never have to run after a client for notices of assessment ever again, freeing you to focus on growing your business.
Reach “file complete” status
faster with FileComplete
Notice of assessment
Federal notice of assessment for the last 2 fiscal years
All T slips
(T4, T4A, T4A(OAS), T4A(P), T4E, T4RIF, T4RSP, T5, T5007, T5008, T5013)
Proof of income statements
T1 Equivalent
Statement of account
Allows you to eliminate the need to provide proof of payment
CCB Notices
Get the latest up-to-date amounts for Canada Child Benefit
Electronic signature
No printer or computer required
SMS follow-ups
We make sure to quickly obtain client consent
Ultra-fast turnaround
We give you the tools to close your files faster
PDF originals
Your underwriters will love working with you!
Perfect file names
Files are delivered ready to be sent to the lender, perfectly renamed
Contract free
No commitment required, you can cancel anytime
Chrome Extension
We integrate inside all major LOS
Automate your business
and increase your productivity
Two plans for all needs: helping you with a difficult file or helping you automate your business and increase your productivity.
Contender
- Includes all the documents and services listed above.
- Single request (1)
Pro
- Notice of assessment
- T slips
- Proof of income statements
- Statement of account
- PDF originals
- Electronic signature
- SMS follow-ups
- Ultra fast turnaround
*Exclusive of taxes
A game changer
for every mortgage broker
“I regularly use FileComplete services and this is much more efficient to obtain documents from my clients. I have complete confidence in their process and get what I need within minutes. My clients like this feature because it takes the stress out of searching for documents and the extra time it can cause when they need to request them from the government. Ultra fast and efficient service, I highly recommend it!”
“Thanks to FileComplete services, we have access to notices of assessment and other federal documents that our clients are not always able to send us. FileComplete is fast, easy and reliable. Essential tool in our field.”
“A new service that has revolutionized the experience of my clients in addition to saving me files. I believe in making life easier for my customers, and FileComplete reliable & fast service helps me accomplish that. Very appreciated by my clients. A tool that I consider essential for brokers.”