Built for Canadian licensed mortgage professionals
Start the mortgage application in DocuQuire, or keep the loan origination software you already use. Either way, DocuQuire handles everything else: borrower consent, photo ID verification, documents, e-signatures, compliance packages, appraisals, renewals and client relationships, from first contact through closing and beyond.
Start 30-day free trialStart the application in DocuQuire, or keep the loan origination software you already use.
Mortgage applications, Borrower Consent, photo ID verification, document collection, lender packages, brokerage compliance packages, Status, e-signatures, renewals, appointments, reviews, and marketing tools for licensed mortgage professionals across Canada
Collect a complete mortgage application before the documents. A guided, interview-style wizard walks you through every deal detail - applicant info, income, assets, liabilities, subject property, and requested mortgage - and auto-saves as you go.
Send Borrower Consent for signature, then verify identity with photo ID, liveness, and face match. Each person needs one government photo ID plus a Second ID.
Request required documents from borrowers with one click. Automated email reminders until complete. Real-time progress tracking on every deal. JPG and PNG photos of documents are converted to PDF automatically. Front and back of each ID are combined on one page in the lender package.
Generate professional PDF packages with all documents merged. Send to lenders with one click. Track lender approvals and declines.
Build organized compliance packages for your brokerage. Status on each deal shows what is still needed, with links to fix it, plus history. Your brokerage remains responsible for its own review.
Order appraisals and reliance letters, and send documents for e-signature - all included with DocuQuire Mortgage.
Track renewal dates, book appointments, collect verified borrower reviews, and manage marketing contacts. Email Marketing campaigns are coming soon. Personal web page included with DocuQuire Mortgage.
Purpose-built for licensed mortgage professionals
Time saved on document collection, organization, management and submission
Canadian data residency with bank-level encryption
Automated reminders and tracking
Dashboard updates and notifications
From mortgage application (or your existing loan origination software) through consent, Photo ID verification, documents, packages, and borrower follow-up
Start the mortgage application in DocuQuire, or keep the loan origination software you already use. Either way, DocuQuire runs consent, Photo ID verification, documents, packages, and follow-up in one place.
Use the built-in mortgage application wizard to collect deal details, or add a borrower when another system already holds the application. Either path connects to consent, photo ID verification, and the document request workflow when you are ready to send the borrower their upload link.
Send Borrower Consent for signature and run photo ID verification with liveness and face match. Borrowers upload required documents via a secure portal. Drag-and-drop, mobile-friendly, with automated daily reminders until complete.
All documents appear in your dashboard. Real-time updates as each document is uploaded. Review completeness. Request additional documents if needed.
Generate a complete PDF package with all documents merged. Send to up to three lenders. Track approvals and declines at each stage.
Complete submission package includes lender commitment, borrower documents, and required package documents. Status shows what is still needed before you confirm. Set renewal reminders, request reviews, and keep borrowers engaged after closing.
DocuQuire keeps you connected long after the deal closes. Renewal reminders, appointment booking, verified borrower reviews, birthday greetings, referral requests, and your own personal web page - all included with DocuQuire Mortgage. Email Marketing campaigns are coming soon.
Keep using the CRM you already know. DocuQuire does not ask you to switch.
Start the mortgage application in DocuQuire, or keep the loan origination software you already use. Both paths are supported.
Borrower Consent, photo ID verification, documents, e-signatures, appraisals, lender packages, brokerage compliance packages, renewals, and borrower relationships - all in one dashboard.
Team Dashboard gives Principal Brokers and brokerage owners read-only visibility into their team deals, documents, and file status - all in one place. Agents and brokers under your own brokerage licence are matched by licence number: already signed up with DocuQuire? Add them in a click. Have not joined yet? Send them a one-time setup link, and they are added automatically the moment they sign up under your licence. No accept or decline step is required, and no access to anyone outside your own brokerage.
$59/mo add-on, available on any DocuQuire Mortgage plan.
Start your 30-day free trial today - no credit card required. Cancel anytime if it is not the right fit.
$59/mo
Complete mortgage workflow automation