Marie TremblayRe: Notice of assessment
I think this is the T4 you needed?
IMG_4471.HEICFor mortgage brokers
Collect every client document. Without chasing a single one.
Pick a deal from your CRM. In just two clicks, your clients are invited to their private Space, the right documents are requested based on their situation, and follow-ups happen automatically.
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Document Request
Marie Tremblay · Refinance · 3/5 follow-ups sent
T4 — 2025
To receiveUploading… 46%Analyzing…T4_2025_Tremblay.pdf · Accepted
Notice of assessment — 2025
To receiveUploading… 46%Analyzing…avis_cotisation_2025.pdf · Accepted
Pay stubs — last 2
To receiveUploading… 46%Analyzing…Correction requested
Bank statements — 90 days
To receiveUploading… 46%Analyzing…releve_banque.pdf · Accepted
Proof of down payment
To receiveUploading… 46%Analyzing…preuve_mise_de_fonds.pdf · Accepted
Mortgage statement
To receiveUploading… 46%Analyzing…releve_hypothecaire.pdf · Accepted
The problem
Document collection is the hardest part of your job. And the least valuable.
The deal is good and the client is qualified. What stands between you and submission is a blurry photo of a T4, a self-employed client who sent one year of financials instead of two, and eleven emails asking for the same notice of assessment.
Marie Tremblay
David CarterRe: Re: Notice of assessment
Thanks Marie, the T4 is a bit blurry. I still need the notice of assessment, and the second year of financials.
Marie TremblayRe: Re: Re: Notice of assessment
Which notice of assessment? Where do I download it again?
David Carter567891011Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: Notice of assessment
Following up on the notice of assessment.
the solution
Smart Document Request, built for mortgage brokers
Our Smart Document Request knows which documents are needed for each client based on their unique situation. It sends the right requests, follows up automatically, and verifies that the correct documents have been received.
Knows which documents are needed for each client, based on their unique situation.
Request Documents
MarieLTLucTransaction typeRefinance
Employment statusSelf-Employed
Client situationCurrent owner
406 Rue Notre-Dame, Repentigny, QCAdd a property
Down payment source
Sends the right requests and follows up automatically.
Automatic follow-ups
Each reminder sums up the contact's documents — approved, needs changes, or missing. Reminders stop once everything is received.
after3 days
Sent · Thu, 12 Marchafter7 days
Sent · Mon, 16 Marchafter14 days
Mon, 23 MarchAdd a follow-up
2/3 follow-ups sent
Verifies that the correct documents have been received.
Notice of assessment — 2025
To receiveUploading… 72%Analyzing…avis_cotisation.pdf · Uploaded by Marie Tremblayavis_cotisation.pdf · To correct
This is the 2024 notice — the 2025 one was requested. Check the year at the top right of page 1.
For your clients
Your client gets a secure link. No login.
No account. No password. No app. Clients open the link, confirm their identity, and see exactly what they need to provide — all in one place.
Secure by default
A code confirms it’s them. Every document is protected with 256-bit encryption on SOC 2 infrastructure — never sitting in an inbox.
No more “What’s a Notice of Assessment?”
Every document request includes a visual example and clear instructions, so clients know exactly what to provide and where to find it.
AI checks before you do
Blurry photo, wrong year, missing page? AI checks every upload instantly and lets clients know what needs fixing — before it reaches you.
Upload documents
Marie Tremblay · requested by David Carter
Upload all your documents here
Drag several files at once
Browse my filesIdentity
ID with Photo — Front
Show an example
What a valid file looks like
ID with Photo — Back
Income
Employment Letter — 30 days
Pay Stub — 30 days
Pay Stub (Year End) — 2025
T4 — 2025
Bank Statement — Pay Deposit — 90 days
Federal Notice of Assessment — 2025
How it works
From CRM to complete file, in three steps.
Space
Search or type to create...TremTremblay — Refinance
Pick a CRM deal to link, or type a new name
01
Select the deal
Start a new Document Request by selecting a deal from Velocity, Pipedrive, or whichever CRM you run your pipeline in. Client details flow directly into WelcomeSpaces automatically.
SecureUpload documents
Marie Tremblay · requested by David Carter
T4 — 2025
To uploadUploading… 46%Analyzing…Received
Notice of assessment — 2025
To uploadUploading… 46%Analyzing…Needs Update
Pay stubs — last 2
To uploadUploading… 46%Analyzing…Received
Bank statements — 90 days
To upload
Mortgage statement
To upload
02
AI requests and receives
The list is generated from the client's situation and sent as a private drop link. As documents arrive, AI reads, files, and validates each one. Anything wrong goes back to the client immediately, with the reason.
Document Request
Marie Tremblay · Refinance
T4 — 2025
T4_2025_Tremblay.pdf · Accepted
Notice of assessment — 2025
avis_cotisation_2025.pdf · Accepted
Pay stubs — last 2
Analyzing…paies_sept_oct.pdf · Accepted
Download PDF Workbench
03
Review and build
You're notified when the file is complete. Review it, download it, or send everything to the PDF Workbench in one click to assemble your submission package.
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.
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“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