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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.

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services

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

services
prix

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.

pricelist

Contender

2999$* per request
  • Includes all the documents and services listed above.
  • Single request (1)
pricelist

*Exclusive of taxes

Buying down a single basis point (0.01%) on a single file costs you around $100 on a $230,000 loan. Invest in your added value instead of devaluing your services.

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A game changer
for every mortgage broker