Name: QuickLog
Price: 249.99 CAD

Question 1

Who is QuickLog for?

Accepted Answer

Quebec and Canadian mortgage brokers — solo brokers and small teams of up to three profiles who want to stop collecting documents by email.

Question 2

What does my client see?

Accepted Answer

A secure link, a 6-digit text-message code, a consent screen, then a checklist of the documents needed for their file. They upload from their phone, camera included, in French, English or Spanish.

Question 3

What does the AI actually do?

Accepted Answer

It recognises each document (pay stub, T4, notice of assessment, ID, bank statement…), files it against the right requirement and checks it — expiry, names, dates, missing pages, legibility. It flags; it never approves. You make every decision.

Question 4

Can it import my existing clients?

Accepted Answer

Yes. Connect bluMortgage or Zoho and import files read-only; QuickLog never writes back to your CRM.

Question 5

Where is the data stored?

Accepted Answer

In Montréal (Google Cloud, northamerica-northeast1). AI processing runs on Microsoft Azure in Canada. There is no US processor in the document flow.

Question 6

How does it fit Law 25?

Accepted Answer

Consent is recorded per client before the first upload, automated processing is disclosed, documents are served through short-lived links only, and retention and deletion are automated. Our subprocessor list is available on request.

Question 7

How long does setup take?

Accepted Answer

Minutes. Sign up, create your workspace, activate the plan, create a client file and send the link. No IT involved.

Question 8

Do I still need iLovePDF, Smallpdf or Adobe to fix a document?

Accepted Answer

No. Merging, splitting, rotating, reordering, renaming and compressing all happen inside the client file, and PDFs that arrive password-protected are opened with the client’s password. Nothing leaves QuickLog, so client documents never transit through a third-party website. The original upload is never modified — every edit is made on a working copy.

Question 9

How many people can be on one client file?

Accepted Answer

Up to 8 — borrowers, co-borrowers and guarantors. Each person gets their own qualification, their own required documents, their own portal link and their own tasks, all inside the same file.

Question 10

Where does the finished file go?

Accepted Answer

Download it as a renamed ZIP ready for the lender, or send it straight to your OneDrive. There is no email attachment step.

Question 11

What if the client sends three photos of the same statement?

Accepted Answer

They become one clean PDF. The portal merges multi-page scans on the phone before uploading, and you can merge or split anything afterwards in the workbench. You give a single decision per required document, not one per photo.

Question 12

What does it cost?

Accepted Answer

$249.99 CAD per month per workspace, up to 3 profiles, no setup fee, cancel anytime.

Frequently asked questions