Marketing tools for mortgage brokers

Agency-grade marketing. Without the agency.

An AI-powered website, lead-generating calculators, a 24/7 AI assistant, and WelcomeAI to create and publish content.

No codeNo designerNo waiting
davidcarter.ca
Send Message
The best mortgage rates on the market!
Send Message
Book a meeting
Experienced mortgage broker at your service

I'm a seasoned mortgage broker with over 20 years of experience. As a proud member of MortgageMasters, I provide top-notch mortgage services across Canada.

Contact
Morty

Hello 👋 I'm David's assistant, ready to help with your mortgage questions.

Can I consolidate my debts with my mortgage?
What's the process to obtain a mortgage?
Can you calculate my monthly mortgage payments?
Can you calculate my monthly mortgage payments?
On a $450,000 home with 10% down, at 4% over 30 years: about $1,986 a month, CMHC premium included. Want me to pass this to David?
Contact me by email
Book an appointment
Ask me a question
Powered by WelcomeAI
New contact · Marie-Ève Côté
Origin: Chatbot · added to Contacts
Attract

A website that works for you.

The technology is already in place. WelcomeAI helps you create the content that brings your website to life.

A smart website, built for mortgage brokers

A professional, AI-powered website you can update yourself in just a few clicks. No code. No designer. No waiting.

Send Message
The best mortgage rates on the market!
Experienced mortgage broker at your service

I'm a seasoned mortgage broker with over 20 years of experience in the industry.

Contact
What Our Customers Say
★★★★★
Sarah
★★★★★
Kevin
★★★★★
Amélie
Smart Calculators to Guide Your Decisions
Mortgage Calculator
Estimate your monthly mortgage payments.
Use Calculator
Maximum Mortgage
Estimate the highest mortgage you qualify for.
Use Calculator
Welcome Tax Calculator
Calculate Quebec property transfer duties.
Use Calculator
WebsitePro
Navigation Bar Settings
Main Page
Content Block
Experienced mortgage broker at…
Review Section
What Our Customers Say
Calculators Section
Mortgage · Maximum · Welcome Tax
Add Section
Add-ons
Preview
Update

Visible on Google. Findable by AI.

Your site is optimized from day one for Google (SEO) and structured to help AI assistants like ChatGPT, Gemini, and Claude understand and cite your content (GEO).

Convert

Turn visitors into leads.

Your site does more than inform. Your AI assistant answers questions, and your calculators turn visitors into conversations — and potential clients.

AI Agent · General
Welcome Message
Hello 👋 I'm David's assistant, ready to help with your mortgage questions.
Question Starters
Can I consolidate my debts with my mortgage?
What's the process to obtain a mortgage?
Can you calculate my monthly mortgage payments?
Visitor Communication Preferences
Contact me by email
Give me a call
Book an appointment

An AI assistant that answers 24/7

Your visitors have a question? Your AI assistant answers instantly, even when you're not available. Personalize it with your business, your services and the way you work, so it answers like you — not like a generic assistant.

Property Price
$450,000
Down Payment
$45,000
5%
10%
20%
Mortgage Payment
$1,986monthly
Principal $605
Interest $1,380
CMHC Insurance Premium
$12,555
Review with David

Calculators that generate leads

Mortgage payment, borrowing capacity, CMHC insurance premium: your visitors get their answers in seconds. When they're ready to go further, they can leave their contact details and start a real conversation with you.

What Our Customers Say
★★★★★
2 weeks ago

David found us a better rate than our bank and explained every step. We signed on our first house in five weeks.

S
Sarah
Google Review
★★★★★
a month ago

Self-employed, two lenders said no. David knew which one would say yes and what paperwork they'd want.

K
Kevin
Google Review
★★★★★
3 months ago

Renewal handled in a week, from our couch. Clear, fast, and he answered on a Sunday.

A
Amélie
Google Review
★★★★★
2 weeks ago

David found us a better rate than our bank and explained every step. We signed on our first house in five weeks.

S
Sarah
Google Review
★★★★★
a month ago

Self-employed, two lenders said no. David knew which one would say yes and what paperwork they'd want.

K
Kevin
Google Review
View All Google Reviews

Your Google reviews, in the right place

Show your Google reviews on your site automatically to build credibility. Your prospects see why they can trust you, right when they're choosing their broker.

Publish · WelcomeAI

Your marketing assistant, available anytime.

WelcomeAI is your AI marketing assistant, built right into WelcomeSpaces. Just tell him what you want to get done: it can create a landing page for a campaign, add a page to your site, write a blog post, generate images, or prepare and schedule your posts.

No waiting.
No agency fees.
No expertise required.
WelcomeAI
New chat
Write an article on mortgage renewal, publish it on my site and share it on Facebook Thursday at 9 AM.
Generate content
850 words · 1 image
Completed
1.2s
Publish this article?
Publish or update a blog post
Awaiting approval
Approved
5 questions to ask before renewing your mortgage

Your renewal letter is not a formality. Before you sign, compare the rate, the term and the penalties…

Destination
davidcarter.ca/blogs/mortgage-renewal
Then
Share to Facebook Page · Thu 9:00 AM
Approve and publish
Request a change
Reject
Approved by you · publishing now
Publish or update a blog post
/blogs/mortgage-renewal
Completed
0.8s
Publish a blog post to Facebook
Thu 9:00 AM
Scheduled
0.4s
Type a message...
Manage

All your contacts. In one place.

Every new lead is added to your Contacts automatically. You can also import your existing database by CSV or from Velocity, Zoho, Pipedrive and more.

Lead sources
AI Chatbot
Answers 24/7
Website form
New inquiry
CSV import
Existing database
Pipedrive
Connected CRM
Contacts
128 contacts
Add contact
My contacts
Team
Name
Last activity
Activity
Sophie GagnonNew
s.gagnon@exemple.ca
Just now
Syncing
Jonathan Pelletier
j.pelletier@exemple.ca
Today
Karine Roy
karine.roy@exemple.ca
Today
Pushed to
Luc Tremblay
luc.tremblay@exemple.ca
Today
Synced to
Nadia Hamel
nadia.hamel@exemple.ca
Today
Synced toPipedrive
Marie-Ève Côté
me.cote@exemple.ca
Today

Your contacts stay yours.

Your career may change, but your network should stay with you. With WelcomeSpaces, you keep a secure copy of your contacts and business relationships on an independent platform, no matter which brokerage you work with today or in the future.

Your network
Independent from your banner
Portable
128
contacts
42
clients
9 yrs
of history
2017
Mortgage Masters
Today
Your new brokerage
Tomorrow
Your own firm
Frequently asked questions

What brokers ask us.

Do I need to know how to code or design?

No. You edit your site yourself with a simple editor, or you ask WelcomeAI to do it for you.

Will my site rank first on Google at launch?

The technical foundation (structure, markup, speed, optimization for AI engines) is in place from day one. Your ranking then depends on the content you publish regularly. That's exactly what WelcomeAI and the scheduler help you do.

What is WelcomeAI, concretely?

An AI assistant connected to your WelcomeSpaces account. You write what you want in plain language, and it writes articles, edits your site and publishes your content on your site and your social media.

Can my site's AI assistant answer like me?

Yes. You personalize it with information about your services, your business and the way you work.

Where do the leads from my site go?

Into your Contacts, automatically. You can also sync them with your existing CRM.

Is my data secure?

Yes. Your data is hosted in Canada and encrypted at rest and in transit. WelcomeSpaces is SOC 2 certified and compliant with Québec's Law 25 and PIPEDA.

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.”

Portrait of Mickael BissonMickael BissonMortgage broker

“Uploading documents is quick, secure, and very easy to use. It really makes managing files much smoother on a daily basis.”

Portrait of William SaindonWilliam SaindonMortgage broker

“Their team is extremely responsive, open-minded, and, above all, attentive to their clients’ needs.”

Portrait of Guillaume JanelleGuillaume 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.”

Portrait of Alexandre LafitteAlexandre LafitteMortgage broker

“An intuitive, constantly evolving, and easy-to-use platform! Welcome Spaces is responsive to our needs.”

Jean François Boucher, mortgage brokerJean 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 ca logoPretsHypotheque caMortgage brokers

“They’re at the forefront of today’s technology and always striving for perfection to meet our needs and serve us.”

Portrait of Nathalie BeaulieuNathalie 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!”

Portrait of Nathalie MorissetteNathalie MorissetteMortgage broker

“Fantastic platform with an amazing team and impeccable service.”

Portrait of a young man with curly hair wearing a brown suit jacket and white shirt against a dark background.Mickael BissonMortgage broker

“Uploading documents is quick, secure, and very easy to use. It really makes managing files much smoother on a daily basis.”

Portrait of a man with dark hair wearing a black collared shirt against a gray background.William SaindonMortgage broker

“Their team is extremely responsive, open-minded, and, above all, attentive to their clients’ needs.”

Man with neatly styled hair wearing a dark blazer and blue shirt, standing with hands clasped.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.”

Smiling man with dark hair wearing a black blazer and white shirt against a black background.Alexandre LafitteMortgage broker

“An intuitive, constantly evolving, and easy-to-use platform! Welcome Spaces is responsive to our needs.”

Jean François Boucher, Mortgage Broker, Multi-prêts HypothèquesJean 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 ca logoPretsHypotheque caMortgage brokers

“They’re at the forefront of today’s technology and always striving for perfection to meet our needs and serve us.”

Smiling woman with long, wavy blond hair wearing a gray blazer and light makeup against a gray background.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!”

Portrait of Nathalie MorissetteNathalie MorissetteMortgage broker

Agency-grade marketing. Without the agency.

An AI-powered website, calculators that generate leads, an assistant that answers your visitors 24/7, and WelcomeAI to create and publish your content.