Mortgage brokers

Less admin,
more files submitted.

AI tools built for mortgage brokers: collect documents, follow up with clients, and validate files — automatically.

80%

reduction in administrative time

3x

more files processed per broker

0

missing documents at submission

Adopted by professionals at
How it works

From first contact to submitted file

1

Your smart website attracts the right prospects

Be found on Google and in AI engine through SEO and GEO (Generative Engine Optimization) — from day one! WelcomeAI manages your website, creates your blog articles, publishes your content on your social media, and makes updates automatically. Zero agency, zero complex tools.
AI-powered Website
SEO and GEO Optimisation
Social Media Sync
WelcomeSpaces AI-powered smart website for real estate professionals, displaying a broker’s profile, featured listings, and virtual assistant with preset questions — built to increase lead conversion and save time.
2

A secure client portal — your competitive advantage

From the very first contact, your client accesses their own space: messaging, video calls, and encrypted document sharing — all in one place, from any device. A simple and intuitive experience for your client.
SOC 2 Security
Data Hosted on Canadian Servers
Encrypted Communications & Data
Client portal interface showing communication between a real estate broker and clients, including document sharing, listing URL, and recent file uploads — streamlining collaboration on the WelcomeSpaces platform.
3
NEW

Receive the right documents the first time — no manual follow-up needed

AI prepares a personalized document checklist based on your client's profile, follows up on your behalf, and validates each document upon receipt. Wrong document? It is instantly rejected with a clear explanation. No more back-and-forth.
Smart Document Request
AI Validation
Automated Follow-ups
Document request checklist showing required documents for Monica Hall and Richard Hendricks with checkmarks for completed items.Interface showing 3 missing documents and 1 to correct; a highlighted message for T4 - 2025 states a payslip document is uploaded but a 2025 T4 is required with an option to replace the file.
4

Stop wasting time chasing your clients

Automatic follow-ups sent to your clients, a daily summary of your file status. Your AI assistant notifies you when your approval is required, confirms every follow-up sent, and keeps you in the loop.
Automatic Follow-ups
Notification System
Smart Alerts
5
Coming soon

No more manual assembly — your files prepare themselves

Automatically assemble your documents according to lender requirements, compress PDFs, apply the correct naming convention, and generate a complete and compliant file. Zero double entry, zero wasted time, and accelerated compliance.
PDF Assembly with Tempates
Automatic Compression
Standardized File Names

Questions,
meet answers

Or book a demo now!
How does the AI Agent perform live pre-analyses?

Our AI Agent utilizes advanced algorithms to conduct real-time pre-approvals, debt consolidations, and refinancing analyses, providing immediate and accurate results that guide your clients through the decision-making process.

Can I customize my Smart Website?

Yes, our tool allows complete customization of your site to reflect your brand image and meet your specific needs, all while being securely hosted by WelcomeSpaces, all while being optimized for Google's algorithm (SEO).

How can the Content Generator help with my marketing strategy?

The Content Generator creates intelligent email responses, engaging social media posts, and SEO-optimized blog articles, allowing you to maintain an active and engaging online presence without dedicating excessive time.

Does the AI Agent operate continuously on my site?

Yes, the AI Agent is available around the clock to interact with your visitors, answer their questions, and guide them through the conversion process.

How easy is it to integrate WelcomeSpaces with my current tools?

WelcomeSpaces is designed to seamlessly integrate with your existing tools, allowing you to centralize your operations without disrupting your current workflow.

Can I use my own domain name instead of WelcomeSpaces?

Absolutely! If you’ve already purchased a domain or plan to, our team is here to help you seamlessly connect it to WelcomeSpaces.

Trust and security

Built for Canadian financial standard

Designed by financial sector operators who understand the regulatory requirements and customer expectations in the mortgage industry in Quebec and Canada.

100% Canadian Hosted
Fully Encrypted
2FA Authentification
PIPEDA & Law 25 Compliant
SOC 2 Certification
Marie-Laure D.
Courtière hypothécaire — Montréal, QC

"WelcomeSpaces, c'est la couche que j'aurais voulu avoir depuis longtemps. Mes clients savent où trouver leurs documents à la soumission, et je ne perds plus de temps dans ma boîte courriel."