For licensed mortgage agents
The portal that turns one agent into a real practice.
Custom subdomain, AI assistant, FINTRAC-grade compliance, and 2-way sync with whatever CRM you already use. $99/month, 14-day free trial, cancel any time.
- Your own firstname.mortgagesquad.ca subdomain
- Live rate alerts + renewal reminders for every client
- Maya (client AI) + Finn (your AI co-pilot)
- Document vault + e-signature built-in
- 2-way sync: Scarlett · Filogix · Finmo · Velocity
- Email + SMS support · response within 4h
CRM-agnostic
Works on top of Scarlett, Filogix, Finmo, or any combination — plus our own data when you don’t have a CRM yet.
ScarlettFilogixFinmoVelocityBoSS
Switch CRMs without losing your portal — everything keeps working.
$99/mo
Solo Agent plan
14-day
Free trial
Day 1
Subdomain live
5★
Verified reviews
Pricing
Plans that scale with you.
Switch plans anytime. 14-day free trial on every tier. No setup fees.
Solo Agent
Everything one agent needs to run a productive book.
$99/mo
1 seat included · max 1
- Unlimited client deals
- Custom agent subdomain (firstname.mortgagesquad.ca)
- Live rate alerts and renewal reminders
- AI assistant (Maya for clients, Finn for you)
- Document vault + e-signature
- Integration with Scarlett / Filogix / Finmo
- Email + SMS support
Why us
Mortgage Squad Advisors vs. running it yourself
Capability
Mortgage Squad Advisors
running it yourself
Subdomain + branded portal
Live in 24 hours
Squarespace + Calendly + Notion
Compliance (FINTRAC, MBLAA)
Built into every workflow
Manual checklists
AI assistant
Maya + Finn included
$30/mo ChatGPT subscription
Document storage
Encrypted + audit log
Dropbox folder
CRM
Brings your existing CRM into one view
Pay for one + duplicate work
Setup
20-minute onboarding call
Weeks
Total cost
$99/month all in
$200-400/mo across tools
“I used to bounce between Filogix, my Gmail, my CRM, and a spreadsheet. Now my whole book lives in one portal — and my clients log in and use it. My funded volume is up 40% YoY since I switched.”
— Karim S., Independent Agent, GTA
Do I keep my Scarlett / Filogix data?
Yes — we sync it. Mortgage Squad Advisors sits on top of your CRM, not instead of it. You keep your existing data and workflows; we just make them better.
Can I use this without a CRM?
Absolutely. Plenty of solo agents use Mortgage Squad Advisors as their entire stack. You only need a CRM if your brokerage requires it for compliance reporting.
Is there a contract?
Month-to-month. Cancel any time, no penalty. We don't lock you in — we earn your business every month.
What about FINTRAC / MBLAA compliance?
Built-in. Every deal has a FINTRAC checklist, ID verification flow, and audit log. Vera AI flags compliance gaps before they become problems.
Can my clients see this?
Yes — that's the point. Each client gets login credentials to your portal where they upload docs, sign forms, message you, and track their mortgage. Most clients tell our agents the portal is what closed them.
Migration from another tool?
Free for any plan. Send us your existing book + we import it within 48h. Existing rates, existing notes, existing client list — all preserved.