David BergeronDocument requestedPurchase file — 1234 rue Sherbrooke
T4 — 2025Accepted
Pay stubs — last 2Analyzing…
Proof of down paymentTo receive
5 Accepted3 To receive
Everything the file needs, in one place.
Documents, conversations, meetings and history live together — for you and for your client.
Marie & Luc Tremblay
18 Sep 2026
David Bergeron
Document requested
All
11:20
Hi Marie — here is everything we need for the purchase file. Take your time, the AI will tell you if a file is unreadable.
Marie Tremblay5/8 documentsView
Luc Tremblay8/8 documentsViewReply...
David Bergeron
Video call scheduled
All
11:05
Pre-approval review
Marie Tremblay
File shared
All
10:48
Offer to purchase — 1234 rue Sherbrooke.pdf
PDF · 1.2 MB
Reply...
All the documents in one place
Your client sees what they have to provide, what is missing and what has already been received. The whole file stays clear and organized.
Your communications, centralized
Questions, answers and documents stay in the same space. No more information scattered across email, texts and voicemail.
Video calls one click away
Meet your client with no external link and no software to install. The call stays secure and built into their space.
Meeting notes generated by AI
After every call, WelcomeSpaces automatically generates the transcript and the summary of the meeting. You listen to your client, the AI handles the notes.
A complete history of the file
Documents, comments, questions and calls: every activity is recorded in the space. Your file documents itself as the exchanges happen.
Bank-level security
SOC 2 certified, with data encrypted at rest and in transit. Your clients’ sensitive information stays protected.
How it works
Your client files, from the CRM to the complete file.
01
Import
Select your file directly in your CRM. The client’s information is imported automatically.
02
Invite
Your client chooses: drop their documents without creating an account, or create an account to keep access to their space.
03
Verify
The AI follows up with your client, analyses each document as soon as it is received and flags the files that are missing, incomplete or unreadable.
04
Review
As soon as the file is complete, you’re notified. All that’s left is a final review before moving on.
05
Centralize
Your client keeps access to their space to find their information and their documents, follow their file and write to you directly if they have a question.
2023
Purchase
First mortgage — 1234 rue Sherbrooke
2026
Refinance
6 of 9 documents already in the space
2028
Renewal
Ready when the term ends
Ideal for a long-term relationship
Your client relationship doesn’t end at the transaction.
Your client can keep their space long after signing. Documents, exchanges and information stay accessible in the same place — ready for a renewal, a refinance or a next purchase.
Ideal for commercial mortgages
Six parties. 200 documents. One space.
In commercial, a file rarely involves a single person. Borrowers, co-shareholders, accountants, notaries and other parties all have documents to provide — and questions to ask.
WelcomeSpaces brings everyone together in the same place. Each of them drops their documents, sees what they still have to provide and can ask their questions directly in the space.
You keep a clear view of the whole file, without becoming the relay between five people and ten email threads.
Members6
MT12/12
Marie Tremblay
Borrower
LT9/12
Luc Tremblay
Co-shareholder
SN7/8
Sophie Nadeau, CPA
Accountant
JO3/5
Me Jean Ouellet
Notary
KR—
Karine Roy
Lender analyst · view only
David Bergeron
Broker · space owner
Email threads to relay0Everyone uploads into the same file.
Trust and security
Built for Canadian financial standards.
Designed by financial-sector operators who understand the regulatory requirements in Québec and Canada. The short version, in writing:
Data residency
100% hosted in Canada — Montréal and Toronto
Encryption
Encrypted at rest and in transit, end to end
Access control
2FA enforced, role-based permissions per file
Privacy law
PIPEDA and Québec Law 25 compliant
Certification
SOC 2 — independently audited controls
In their words
Trusted by mortgage brokers.
See how mortgage professionals are using WelcomeSpaces to save time, simplify their workflow, and deliver a better client experience.
★★★★★
“Fantastic platform with an amazing team and impeccable service.”
Mickael BissonMortgage broker★★★★★
“Uploading documents is quick, secure, and very easy to use. It really makes managing files much smoother on a daily basis.”
William SaindonMortgage broker★★★★★
“Their team is extremely responsive, open-minded, and, above all, attentive to their clients’ needs.”
Guillaume JanelleMortgage broker★★★★★
“The website is incredibly well-designed and allows users to easily change elements themselves. Since its creation, I’ve received significantly more inquiries.”
Alexandre LafitteMortgage broker★★★★★
“An intuitive, constantly evolving, and easy-to-use platform! Welcome Spaces is responsive to our needs.”
Jean François BoucherMortgage broker★★★★★
“Most importantly, our brokers save a tremendous amount of time every day and can finally focus their energy on what really matters… their clients.”
PretsHypotheque caMortgage brokers★★★★★
“They’re at the forefront of today’s technology and always striving for perfection to meet our needs and serve us.”
Nathalie BeaulieuMortgage broker★★★★★
“I love my new website and its clever design. I’m getting to grips with it slowly but surely, and I have incredible support from the team. I highly recommend it for people in the brokerage industry!”
Nathalie MorissetteMortgage broker★★★★★
“Fantastic platform with an amazing team and impeccable service.”
Mickael BissonMortgage broker★★★★★
“Uploading documents is quick, secure, and very easy to use. It really makes managing files much smoother on a daily basis.”
William SaindonMortgage broker★★★★★
“Their team is extremely responsive, open-minded, and, above all, attentive to their clients’ needs.”
Guillaume JanelleMortgage broker★★★★★
“The website is incredibly well-designed and allows users to easily change elements themselves. Since its creation, I’ve received significantly more inquiries.”
Alexandre LafitteMortgage broker★★★★★
“An intuitive, constantly evolving, and easy-to-use platform! Welcome Spaces is responsive to our needs.”
Jean François BoucherMortgage broker★★★★★
“Most importantly, our brokers save a tremendous amount of time every day and can finally focus their energy on what really matters… their clients.”
PretsHypotheque caMortgage brokers★★★★★
“They’re at the forefront of today’s technology and always striving for perfection to meet our needs and serve us.”
Nathalie BeaulieuMortgage broker★★★★★
“I love my new website and its clever design. I’m getting to grips with it slowly but surely, and I have incredible support from the team. I highly recommend it for people in the brokerage industry!”
Nathalie MorissetteMortgage broker