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
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
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
・
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
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."