Technology that works as hard as you do.
SquadONE platform with 3 in-house AI agents — Maya (client-facing), Finn (agent copilot), Vera (compliance). Built in Canada, for Canadian mortgage work.
Each one does one job. Together, they redraw your week.
Maya answers the question that didn’t need you. Finn does the file prep that drained you. Vera catches the compliance step you forgot. You spend the saved hours selling and closing.
Maya · 24/7 client advisor
Inbound chat + voice + email in 50+ languages. Pre-qualifies leads with Canadian stress-test math. Books your calendar. Hands off to you with full context. Reduces your inbox by ~60%.
Finn · agent copilot
30-second file briefs. Top-3 lender match per prospect. Draft client messages in your voice. Predicts likely conditions before submission. Knows every lender’s playbook.
Vera · compliance scanner
Every file scanned for AML/FINTRAC, suitability, B-20 math. Cross-checks against lender underwriting checklist before submission. Flags missing disclosures. Audit-logged.
What a typical interaction looks like.
Everything you need, on one screen.
The platform every agent gets on day 1. Mobile app, web portal, AI assistants, CRM, calendar, e-sign, document collection, commission accounting.
- Agent CRM with pipeline kanban + contact history
- Cal.com booking integration · auto-confirmed
- Twilio + Vapi.ai inbound voice (Maya answers calls)
- Built-in e-signature with certificate # on every signed file
- QuickBooks-synced commission accounting
- Scarlett 2-way sync · Filogix submission
- Native Gmail + Outlook sync
- iOS + Android mobile app · Finn on the go
- GHL (GoHighLevel) bridge for existing flows
- PIPEDA-compliant Canadian data centres
What else ships with your portal.
Personal SEO-optimized subdomain
Your bio, photo, contact form, blog, calculators, and FSRA licensing — all on firstname.mortgagesquad.ca, ranking on Google within 30-60 days.
Social media auto-publishing
Content library auto-posts to LinkedIn, Facebook, Instagram — branded with your name. Maya engages comments in your client’s language.
Maya-powered SEO content engine
We publish blog content + city pages + glossary entries to drive organic search. Your subdomain sits inside that SEO surface so traffic compounds month-over-month.
Mortgage Squad Advisors Academy LMS
On-demand training library, CE-credit tracker, monthly 1-on-1 calendar, and quarterly top-producer round-table recordings — all on the same portal.
“I joined for the AI tools and stayed for the people. Maya is real. Finn is real. They saved me 9 hours a week in week one and I haven’t touched a manual file brief since. I close more deals because the platform handles the friction.”
Common questions about the tech stack.
Want a live demo of SquadONE?
Apply confidentially and we'll walk you through Maya, Finn, and Vera with one of your own files — no commitment.