For mortgage brokers
Your clients upload. AI checks. You approve.
QuickLog is the secure document portal for mortgage brokers. Send one link; your client uploads from their phone; every document is classified and checked for expiry, names, dates and legibility; you review, approve and export the file.
Documents hosted in Canada · Law 25 consent built in · Cancel anytime
Your client receives one secure link
How it works
Three steps, no email attachments.
Open the client file
Name, email, phone — or import it from bluMortgage / Zoho. Up to 8 people on the same file, each with their own documents. The qualification drives a checklist tailored to the file.
Your client uploads from their phone
One secure link, a text-message code, a consent screen. The portal is trilingual (FR / EN / ES) and works from a photo taken on the spot — several photos of the same statement become one clean PDF.
AI checks, you approve, you export
Every document is classified and checked. You decide once per required document, fix anything that needs fixing in the workbench, then export the complete file or send it to OneDrive.
The problem
Collecting mortgage documents by email is where files stall.
Every broker knows the loop: ask, wait, chase, receive the wrong year, ask again. QuickLog replaces it with a portal your client actually finishes.
Documents arrive in the wrong place
Email, text, WhatsApp, a photo of a screen. Nothing is named, nothing is where the file lives, nothing is checked before you open it.
The wrong document, again
An expired ID, a statement missing a page, a T4 from the wrong year. You only find out when you review — days later.
You explain the same things every time
What a notice of assessment is, why the bank statement needs 90 days, where to find the T4. The portal tells them, per document.
No trail when it matters
Who sent what, when, what was approved and by whom. Law 25 expects an answer; an inbox does not have one.
AI document analysis
Every document read before you open it.
The AI does the first pass so your time goes to decisions, not sorting. It never approves anything on its own, and refuses only what it can prove is wrong.
Automatic classification
Pay stubs, T4, T1, notices of assessment, IDs, bank statements — recognised and filed against the right required-document slot.
Per-document checks
Expiry dates, name and address matches, pay period, missing pages, legibility. Problems are flagged before you read a page.
Client-facing hints
Each slot explains what to upload and the common mistakes to avoid — in the client’s language, on their phone.
Automatic reminders
When a client goes quiet, a digest email lists exactly what is still missing. You set the cadence and the cap.
Human approval, always
You approve, refuse or request a replacement. The AI never approves; it refuses on its own only a provable mismatch (wrong document, expired ID), and you can reverse it. Every decision is logged.
One decision per requirement
A requirement can gather several uploads — three photos, a re-send, a correction. You give one verdict on the requirement, not one per file.
One-click export
When every document is approved, download the complete, renamed file as a ZIP — or push it to OneDrive.
Document workbench
Fix the document without leaving QuickLog.
Rotate, merge, split, rename, unlock, annotate. The tools you used to open a third-party site for are inside the client file — and the original your client sent is never touched.
Originals are never modified
What the client uploads is sealed. Every edit happens on a working copy, so the document you export is clean and the original stays as proof.
Rotate, crop, annotate
A sideways photo, a blank page, a figure to point out. Rotate, reorder, crop, highlight or add text — every change saves as you go, and Ctrl+Z takes it back.
Merge and split
Three photos of one statement become a single document. A PDF holding two documents is split and filed against the right requirements.
Password-protected PDFs
Bank statements that arrive locked are opened with the client’s password and stored readable. The password is used once and never kept. No external unlocking tool.
Rename and reassign
Give a document a proper name, or move it to the right borrower in the same file, without a single re-upload.
The Sandbox, for everything else
A document that belongs to no client file yet? Drop it in the Sandbox: rename, combine, split, rotate, then download one PDF or a ZIP. Private to you, emptied after 24 hours idle.
Signatures & lender package
From the signature to the lender’s portal, in the same file.
Keep the e-signature tool your firm already uses. QuickLog prepares what goes out, tracks who has signed, files what comes back and builds the package the lender expects.
Documents ready to sign
Pick what the file needs: lender forms from the catalogue (Desjardins, National Bank, TD, Scotiabank, MCAP, First National and more), any document of the file, or your own PDF.
Signed in the tool you already use
Send from OneSpan, DocuSign, eZsign or whatever your firm uses. QuickLog records the send and tells your client which email to expect.
Who signed, who has not
Tick each signer as they sign. The ones still missing get reminders, and the file keeps a task open until everything is back.
Signed copies filed, not emailed
Drop the signed documents and their proof into the file: filed against the right requirements, approved and locked.
Your client sees it too
The portal shows what is waiting for a signature and lets your client download the signed copies.
Lender package in one click
The Combo builds the files a lender portal expects from the approved documents — grouped, ordered and named to the lender’s rules, with anything missing flagged. Adjust the pages, then download.
The compliance gap
The risk is not the portal. It is everything around it.
Most brokers run a careful file and then hand the documents to tools that were never part of the agreement — an inbox, a free PDF site, a download folder. Under Law 25 the responsibility for that personal information stays with you, whichever tool touched it.
A sent email is a copy you no longer control
It lives in inboxes, on phones, in mail-server backups and in systems you cannot reach. When your client later asks you to delete their information, that request cannot follow it.
A free PDF site is an undisclosed processor
Uploading a pay stub or an ID to a third-party website to merge or unlock it makes that website a processor of your client’s personal information — one you have not disclosed, assessed or contracted with.
Consent does not stretch to tools nobody named
Your client agreed that you would handle their documents. That is not consent for a service they have never heard of, in a country nobody mentioned.
You need to be able to answer “who saw this?”
Who accessed a document, when, and on whose authority. A mailbox and a download folder cannot answer it. A regulator, or a client, may ask.
The obligation does not transfer
The broker remains accountable for the personal information in the file. A convenient tool does not move that responsibility — it only spreads the exposure.
One disclosed system, end to end
With QuickLog the document is collected, corrected, approved and delivered without leaving a system your client consented to, hosted in Canada, with named subprocessors and a decision log.
General information, not legal advice. Your own privacy obligations depend on your practice — we are happy to walk your compliance officer through exactly where data lives.
Security & compliance
Built for Quebec brokers and Law 25.
Documents hosted in Canada
Files and database run in Montréal (Google Cloud northamerica-northeast1); AI processing on Microsoft Azure in Canada. Sign-in and SMS codes use Google’s global infrastructure and emails go through Resend (US) — no document leaves Canada.
Consent before the first upload
Phone verification, then a versioned consent screen and an automated-processing notice. Recorded per client, per file.
No permanent links
Documents are served through short-lived signed URLs only. Client files are never readable outside your workspace.
Retention and deletion
Each client file is deleted automatically 6 years after its last activity; deleting a workspace removes every file, document and account at once.
Subprocessors are listed at quicklog.app/subprocessors; data flows are documented in our privacy impact assessment, available on request.
Pricing
One plan. Your whole team.
- Unlimited client files and documents
- Secure client portal (FR / EN / ES)
- AI classification and checks
- Document workbench and Sandbox
- Signature tracking and lender package
- Cancel anytime
Up to 3 profiles per workspace
Founder price
The first 50 workspaces keep this price for as long as their subscription stays active.
Frequently asked questions
The questions brokerages actually ask before they sign up.
Still have questions? Talk to us.
Book a demoTell us about your brokerage. We’ll show you the portal.
- —See the client portal on your phone, exactly as your clients will.
- —Watch the AI checks run on one of your own documents.
- —Discuss bluMortgage / Zoho import — or how you work today.
Direct Reach
support@quicklog.ca"We do not demo slides. We send you the link your client would get, and you upload a document. Ten minutes later you know if it fits."